SCRANTON, PA
Allocation by class
Portfolio Concentration
Top 3 weight
26.6%
Top 10 weight
59.7%
Voting Authority Distribution
Total shares with voting rights: 4.47M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.47M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE DIV GRWTH | 408.45K | SH | $30.79M 9.73% | 0.00 | 0.00 | 408.45K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 143.34K | SH | $26.81M 8.47% | 0.00 | 0.00 | 143.34K |
VICTORY PORTFOLIOS IISOLE | CORE BD ETF | 598.84K | SH | $26.73M 8.44% | 0.00 | 0.00 | 598.84K |
INTEL CORPSOLE | COM | 207.17K | SH | $24.91M 7.87% | 0.00 | 0.00 | 207.17K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 23.21K | SH | $17.17M 5.42% | 0.00 | 0.00 | 23.21K |
LAZARD ACTIVE ETF TRSOLE | INTL DYNAMIC EQT | 488.18K | SH | $17.10M 5.40% | 0.00 | 0.00 | 488.18K |
VANGUARD INDEX FDSSOLE | MRNGSTR VAL ETF | 62.54K | SH | $13.51M 4.27% | 0.00 | 0.00 | 62.54K |
VANGUARD INDEX FDSSOLE | MRNGSTR MID CAP | 169.30K | SH | $13.28M 4.19% | 0.00 | 0.00 | 169.30K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 111.58K | SH | $13.14M 4.15% | 0.00 | 0.00 | 111.58K |
OKLO INCSOLE | COM CL A | 150.50K | SH | $5.57M 1.76% | 0.00 | 0.00 | 150.50K |
APPLE INCSOLE | COM | 16.09K | SH | $5.36M 1.69% | 0.00 | 0.00 | 16.09K |
MICROSOFT CORPSOLE | COM | 10.09K | SH | $5.17M 1.63% | 0.00 | 0.00 | 10.09K |
MP MATERIALS CORPSOLE | COM CL A | 100K | SH | $4.73M 1.49% | 0.00 | 0.00 | 100K |
SPDR GOLD TRSOLE | GOLD SHS | 10.93K | SH | $4.16M 1.31% | 0.00 | 0.00 | 10.93K |
PAYPAL HLDGS INCSOLE | COM | 78.06K | SH | $4.10M 1.30% | 0.00 | 0.00 | 78.06K |
ALPHABET INCSOLE | CAP STK CL A | 11.31K | SH | $3.89M 1.23% | 0.00 | 0.00 | 11.31K |
ECHOSTAR CORPSOLE | CL A | 35.09K | SH | $3.14M 0.99% | 0.00 | 0.00 | 35.09K |
PEOPLES FINL SVCS CORPSOLE | COM | 44.91K | SH | $3.02M 0.96% | 0.00 | 0.00 | 44.91K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.73K | SH | $2.36M 0.74% | 0.00 | 0.00 | 4.73K |
AMAZON COM INCSOLE | COM | 8.68K | SH | $2.16M 0.68% | 0.00 | 0.00 | 8.68K |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 5.63K | SH | $2.11M 0.67% | 0.00 | 0.00 | 5.63K |
EXXONMOBIL HOLDINGS CORPSOLE | COM SHS | 12.82K | SH | $2.09M 0.66% | 0.00 | 0.00 | 12.82K |
TRANSDIGM GROUP INCSOLE | COM | 1.92K | SH | $2.08M 0.66% | 0.00 | 0.00 | 1.92K |
ISHARES TRSOLE | CORE MSCI TOTAL | 21.57K | SH | $2.05M 0.65% | 0.00 | 0.00 | 21.57K |
DISNEY WALT COSOLE | COM | 19.04K | SH | $2.00M 0.63% | 0.00 | 0.00 | 19.04K |