LANCASTER, PA
Allocation by class
Portfolio Concentration
Top 3 weight
23.8%
Top 10 weight
59.2%
Voting Authority Distribution
Total shares with voting rights: 2.62M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.62M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 54.72K | SH | $35.75M 9.65% | 0.00 | 0.00 | 54.72K |
CATERPILLAR INCSOLE | COM | 38.02K | SH | $26.94M 7.28% | 0.00 | 0.00 | 38.02K |
APPLE INCSOLE | COM | 99.88K | SH | $25.36M 6.85% | 0.00 | 0.00 | 99.88K |
ALPHABET INCSOLE | CAP STK CL A | 76.02K | SH | $21.86M 5.90% | 0.00 | 0.00 | 76.02K |
GOLDMAN SACHS GROUP INCSOLE | COM | 22.70K | SH | $19.21M 5.19% | 0.00 | 0.00 | 22.70K |
ISHARES TRSOLE | CORE HIGH DV ETF | 141.30K | SH | $19.18M 5.18% | 0.00 | 0.00 | 141.30K |
WALMART INCSOLE | COM | 152.41K | SH | $18.94M 5.12% | 0.00 | 0.00 | 152.41K |
ISHARES TRSOLE | MSCI ACWI EX US | 264.33K | SH | $18.10M 4.89% | 0.00 | 0.00 | 264.33K |
ISHARES TRSOLE | CORE DIV GRWTH | 250.67K | SH | $17.59M 4.75% | 0.00 | 0.00 | 250.67K |
WASTE MGMT INC DELSOLE | COM | 70.28K | SH | $16.15M 4.36% | 0.00 | 0.00 | 70.28K |
ISHARES TRSOLE | RUS TP200 GR ETF | 55.98K | SH | $13.93M 3.76% | 0.00 | 0.00 | 55.98K |
MCDONALDS CORPSOLE | COM | 44.23K | SH | $13.75M 3.71% | 0.00 | 0.00 | 44.23K |
CUMMINS INCSOLE | COM | 20.60K | SH | $11.08M 2.99% | 0.00 | 0.00 | 20.60K |
MICROSOFT CORPSOLE | COM | 24.11K | SH | $8.92M 2.41% | 0.00 | 0.00 | 24.11K |
JOHNSON & JOHNSONSOLE | COM | 27.59K | SH | $6.75M 1.82% | 0.00 | 0.00 | 27.59K |
COCA COLA COSOLE | COM | 80.64K | SH | $6.13M 1.66% | 0.00 | 0.00 | 80.64K |
QUEST DIAGNOSTICS INCSOLE | COM | 30.32K | SH | $5.94M 1.60% | 0.00 | 0.00 | 30.32K |
ISHARES TRSOLE | MSCI ACWI ETF | 40.23K | SH | $5.57M 1.50% | 0.00 | 0.00 | 40.23K |
PROCTER & GAMBLE COSOLE | COM | 35.73K | SH | $5.16M 1.39% | 0.00 | 0.00 | 35.73K |
ISHARES TRSOLE | CORE US AGGBD ET | 49.82K | SH | $4.95M 1.34% | 0.00 | 0.00 | 49.82K |
LOWES COS INCSOLE | COM | 16.44K | SH | $3.88M 1.05% | 0.00 | 0.00 | 16.44K |
ISHARES TRSOLE | ESG MSCI USA ETF | 68.22K | SH | $3.77M 1.02% | 0.00 | 0.00 | 68.22K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 16.77K | SH | $3.32M 0.90% | 0.00 | 0.00 | 16.77K |
SMITH A O CORPSOLE | COM | 49.26K | SH | $3.25M 0.88% | 0.00 | 0.00 | 49.26K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 73.26K | SH | $2.85M 0.77% | 0.00 | 0.00 | 73.26K |