SCRANTON, PA
Allocation by class
Portfolio Concentration
Top 3 weight
29.4%
Top 10 weight
54.4%
Voting Authority Distribution
Total shares with voting rights: 3.66M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.66M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE DIV GRWTH | 389.62K | SH | $27.34M 11.97% | 0.00 | 0.00 | 389.62K |
VICTORY PORTFOLIOS IISOLE | CORE INTERMEDIAT | 579.72K | SH | $27.26M 11.94% | 0.00 | 0.00 | 579.72K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 21.77K | SH | $12.57M 5.50% | 0.00 | 0.00 | 21.77K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 106.17K | SH | $11.73M 5.14% | 0.00 | 0.00 | 106.17K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 39.35K | SH | $11.30M 4.95% | 0.00 | 0.00 | 39.35K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 57.39K | SH | $11.26M 4.93% | 0.00 | 0.00 | 57.39K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 143.34K | SH | $9.52M 4.17% | 0.00 | 0.00 | 143.34K |
SPDR GOLD TRSOLE | GOLD SHS | 10.92K | SH | $4.70M 2.06% | 0.00 | 0.00 | 10.92K |
INTEL CORPSOLE | COM | 207.27K | SH | $4.29M 1.88% | 0.00 | 0.00 | 207.27K |
APPLE INCSOLE | COM | 16.58K | SH | $4.21M 1.84% | 0.00 | 0.00 | 16.58K |
ECHOSTAR CORPSOLE | CL A | 35.09K | SH | $4.11M 1.80% | 0.00 | 0.00 | 35.09K |
MICROSOFT CORPSOLE | COM | 9.89K | SH | $3.66M 1.60% | 0.00 | 0.00 | 9.89K |
ALPHABET INCSOLE | CAP STK CL A | 11.96K | SH | $3.44M 1.51% | 0.00 | 0.00 | 11.96K |
MP MATERIALS CORPSOLE | COM CL A | 100K | SH | $2.76M 1.21% | 0.00 | 0.00 | 100K |
PEOPLES FINL SVCS CORPSOLE | COM | 44.71K | SH | $2.38M 1.04% | 0.00 | 0.00 | 44.71K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.82K | SH | $2.31M 1.01% | 0.00 | 0.00 | 4.82K |
TRANSDIGM GROUP INCSOLE | COM | 1.96K | SH | $2.27M 1.00% | 0.00 | 0.00 | 1.96K |
EXXON MOBIL CORPSOLE | COM | 13.16K | SH | $2.23M 0.98% | 0.00 | 0.00 | 13.16K |
ISHARES TRSOLE | CORE S&P MCP ETF | 32.17K | SH | $2.17M 0.95% | 0.00 | 0.00 | 32.17K |
DISNEY WALT COSOLE | COM | 19.87K | SH | $1.92M 0.84% | 0.00 | 0.00 | 19.87K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.64K | SH | $1.81M 0.79% | 0.00 | 0.00 | 5.64K |
ISHARES TRSOLE | CORE MSCI TOTAL | 20.04K | SH | $1.74M 0.76% | 0.00 | 0.00 | 20.04K |
AMAZON COM INCSOLE | COM | 8.30K | SH | $1.73M 0.76% | 0.00 | 0.00 | 8.30K |
NIO INCSOLE | SPON ADS | 400K | SH | $1.60M 0.70% | 0.00 | 0.00 | 400K |
MERCK & CO INCSOLE | COM | 13.26K | SH | $1.59M 0.70% | 0.00 | 0.00 | 13.26K |