| As of Date | 08/17/2026 |
| Registration | SEC, Approved, 03/31/2025 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 5 150% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46432F842 | Stock NameISHARES TR CORE MSCI EAFE ETF | $ Position$2,608,672,085 | % Position17.00% | $ Change17.00% | # Change7.00% |
| Stck Ticker46434G103 | Stock NameISHARES INC CORE MSCI EMERGING MKTS | $ Position$1,387,259,129 | % Position9.00% | $ Change15.00% | # Change-5.00% |
| Stck Ticker464288588 | Stock NameISHARES TR MBS ETF | $ Position$1,027,419,758 | % Position7.00% | $ Change4.00% | # Change4.00% |
| Stck Ticker464288273 | Stock NameISHARES TR MSCI EAFE SMALL CAP ETF | $ Position$795,245,967 | % Position5.00% | $ Change10.00% | # Change2.00% |
| Stck Ticker46435G425 | Stock NameISHARES TR ESG AWARE MSCI USA ETF | $ Position$763,467,154 | % Position5.00% | $ Change13.00% | # Change-4.00% |
| Stck Ticker464288620 | Stock NameISHARES TR BROAD USD INBD ETFVT GRADE | $ Position$597,376,600 | % Position4.00% | $ Change3.00% | # Change2.00% |
| Stck Ticker46429B267 | Stock NameISHARES TR U S TREAS BD ETF | $ Position$609,427,773 | % Position4.00% | $ Change4.00% | # Change4.00% |
| Stck Ticker464287614 | Stock NameISHARES TR RUSSELL 1000 GROWTH ETF | $ Position$506,569,905 | % Position3.00% | $ Change16.00% | # Change290.00% |
| Stck Ticker46435U853 | Stock NameISHARES TR BROAD USD HIGH YIELD CORPORATE | $ Position$420,505,270 | % Position3.00% | $ Change2.00% | # Change1.00% |
| Stck Ticker464288588 | Stock NameISHARES MBS ETF | $ Position$376,848,594 | % Position3.00% | $ Change9.00% | # Change10.00% |