PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
35.6%
Top 10 weight
90.0%
Voting Authority Distribution
Total shares with voting rights: 2.28M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.28M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED INTL FDSOLE | FTSE DEV MKT ETF | 319.98K | SH | $22.80M 11.92% | 0.00 | 0.00 | 319.98K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 309.44K | SH | $22.72M 11.87% | 0.00 | 0.00 | 309.44K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 447.26K | SH | $22.62M 11.82% | 0.00 | 0.00 | 447.26K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 64.96K | SH | $22.34M 11.68% | 0.00 | 0.00 | 64.96K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 58.01K | SH | $17.58M 9.19% | 0.00 | 0.00 | 58.01K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 313.87K | SH | $15.77M 8.24% | 0.00 | 0.00 | 313.87K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 318.01K | SH | $15.40M 8.05% | 0.00 | 0.00 | 318.01K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 52.97K | SH | $11.54M 6.03% | 0.00 | 0.00 | 52.97K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 115.96K | SH | $11.18M 5.84% | 0.00 | 0.00 | 115.96K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 171.80K | SH | $10.25M 5.36% | 0.00 | 0.00 | 171.80K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 34.67K | SH | $8.42M 4.40% | 0.00 | 0.00 | 34.67K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 48.36K | SH | $7.46M 3.90% | 0.00 | 0.00 | 48.36K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 23.08K | SH | $3.05M 1.60% | 0.00 | 0.00 | 23.08K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 1.85K | SH | $151.8K 0.08% | 0.00 | 0.00 | 1.85K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 437.00 | SH | $10.1K <0.01% | 0.00 | 0.00 | 437.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 296.00 | SH | $8.7K <0.01% | 0.00 | 0.00 | 296.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 181.00 | SH | $6.5K <0.01% | 0.00 | 0.00 | 181.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 214.00 | SH | $5.9K <0.01% | 0.00 | 0.00 | 214.00 |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 109.00 | SH | $4.0K <0.01% | 0.00 | 0.00 | 109.00 |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 92.00 | SH | $2.2K <0.01% | 0.00 | 0.00 | 92.00 |