PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
24.1%
Top 10 weight
44.3%
Voting Authority Distribution
Total shares with voting rights: 14.63M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
14.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 2.28M | SH | $105.88M 14.27% | 0.00 | 0.00 | 2.28M |
DIAMOND HILL FUNDSSOLE | LARGE CAP CONCEN | 2.99M | SH | $38.30M 5.16% | 0.00 | 0.00 | 2.99M |
J P MORGAN EXCHANGE TRADED FSOLE | FLEXIBLE DEBT ET | 697.86K | SH | $34.66M 4.67% | 0.00 | 0.00 | 697.86K |
EA SERIES TRUSTSOLE | CITY DIFFNT INVT | 1.20M | SH | $29.87M 4.03% | 0.00 | 0.00 | 1.20M |
ISHARES TRSOLE | CORE DIV GRWTH | 321.07K | SH | $22.53M 3.04% | 0.00 | 0.00 | 321.07K |
EXXON MOBIL CORPSOLE | COM | 126.11K | SH | $21.40M 2.88% | 0.00 | 0.00 | 126.11K |
APPLE INCSOLE | COM | 77.37K | SH | $19.64M 2.65% | 0.00 | 0.00 | 77.37K |
NVR INCSOLE | COM | 2.97K | SH | $19.58M 2.64% | 0.00 | 0.00 | 2.97K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 668.06K | SH | $19.46M 2.62% | 0.00 | 0.00 | 668.06K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 220.41K | SH | $17.36M 2.34% | 0.00 | 0.00 | 220.41K |
MFS ACTIVE EXCHANGE TRADED FSOLE | GROWTH ETF | 653.41K | SH | $16.72M 2.25% | 0.00 | 0.00 | 653.41K |
ERIE INDTY COSOLE | CL A | 65.65K | SH | $16.50M 2.22% | 0.00 | 0.00 | 65.65K |
VIRTUS ETF TR IISOLE | KAR MID-CAP ETF | 620.37K | SH | $14.79M 1.99% | 0.00 | 0.00 | 620.37K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 172.23K | SH | $14.56M 1.96% | 0.00 | 0.00 | 172.23K |
GMO ETF TRUSTSOLE | GMO US QUALITY E | 400.55K | SH | $14.49M 1.95% | 0.00 | 0.00 | 400.55K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 74.84K | SH | $14.36M 1.94% | 0.00 | 0.00 | 74.84K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.11K | SH | $12.03M 1.62% | 0.00 | 0.00 | 25.11K |
ISHARES TRSOLE | CORE S&P MCP ETF | 138.34K | SH | $9.34M 1.26% | 0.00 | 0.00 | 138.34K |
FEDERATED HERMES ETF TRUSTSOLE | HERMES TOTAL RET | 364.93K | SH | $9.18M 1.24% | 0.00 | 0.00 | 364.93K |
MICROSOFT CORPSOLE | COM | 23.45K | SH | $8.68M 1.17% | 0.00 | 0.00 | 23.45K |
PPG INDS INCSOLE | COM | 79.25K | SH | $8.47M 1.14% | 0.00 | 0.00 | 79.25K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 117.68K | SH | $7.52M 1.01% | 0.00 | 0.00 | 117.68K |
ELI LILLY & COSOLE | COM | 8K | SH | $7.36M 0.99% | 0.00 | 0.00 | 8K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.38K | SH | $6.10M 0.82% | 0.00 | 0.00 | 9.38K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 102.63K | SH | $6.06M 0.82% | 0.00 | 0.00 | 102.63K |