SEWICKLEY, PA
Allocation by class
Portfolio Concentration
Top 3 weight
51.8%
Top 10 weight
84.1%
Voting Authority Distribution
Total shares with voting rights: 1.95M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.95M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Small-Cap Index ETFSOLE | ETF | 142.77K | SH | $37.39M 18.35% | 0.00 | 0.00 | 142.77K |
Vanguard 500 Index ETFSOLE | ETF | 59.74K | SH | $35.70M 17.51% | 0.00 | 0.00 | 59.74K |
Vanguard Developed Markets Index ETFSOLE | ETF | 507.21K | SH | $32.50M 15.95% | 0.00 | 0.00 | 507.21K |
Seagate Technology HoldingsSOLE | Stock | 65.51K | SH | $25.66M 12.59% | 0.00 | 0.00 | 65.51K |
Schwab Fundamental US Large Company Index ETFSOLE | ETF | 678.69K | SH | $18.90M 9.27% | 0.00 | 0.00 | 678.69K |
Vanguard Mid-Cap Growth Index ETFSOLE | ETF | 24.68K | SH | $6.35M 3.12% | 0.00 | 0.00 | 24.68K |
iShares Core S&P 500 Index ETFSOLE | ETF | 7.63K | SH | $4.98M 2.44% | 0.00 | 0.00 | 7.63K |
Vanguard FTSE All-World ex US Index ETFSOLE | ETF | 52.25K | SH | $3.92M 1.93% | 0.00 | 0.00 | 52.25K |
Berkshire Hathaway Cl BSOLE | Stock | 6.78K | SH | $3.25M 1.59% | 0.00 | 0.00 | 6.78K |
ModernaSOLE | Stock | 57K | SH | $2.75M 1.35% | 0.00 | 0.00 | 57K |
Minerals TechnologiesSOLE | Stock | 38.01K | SH | $2.70M 1.32% | 0.00 | 0.00 | 38.01K |
Alphabet Cl CSOLE | Stock | 7.09K | SH | $2.03M 1.00% | 0.00 | 0.00 | 7.09K |
AppleSOLE | Stock | 7.75K | SH | $1.97M 0.96% | 0.00 | 0.00 | 7.75K |
Exxon MobilSOLE | Stock | 8.65K | SH | $1.47M 0.72% | 0.00 | 0.00 | 8.65K |
MicrosoftSOLE | Stock | 3.29K | SH | $1.22M 0.60% | 0.00 | 0.00 | 3.29K |
Crown CastleSOLE | REIT | 14.27K | SH | $1.16M 0.57% | 0.00 | 0.00 | 14.27K |
Vanguard Total Int'l Stock Index ETFSOLE | ETF | 14.67K | SH | $1.13M 0.56% | 0.00 | 0.00 | 14.67K |
iShares ESG Aware MSCI USA Small-Cap ETFSOLE | ETF | 22.06K | SH | $1.04M 0.51% | 0.00 | 0.00 | 22.06K |
iShares ESG Advanced MSCI USA ETFSOLE | ETF | 18.19K | SH | $1.00M 0.49% | 0.00 | 0.00 | 18.19K |
Vanguard Growth Index ETFSOLE | ETF | 1.95K | SH | $850.3K 0.42% | 0.00 | 0.00 | 1.95K |
Vanguard Mid-Cap Index ETFSOLE | ETF | 2.90K | SH | $834.2K 0.41% | 0.00 | 0.00 | 2.90K |
iShares Russell 1000 Growth Index ETFSOLE | ETF | 1.93K | SH | $821.7K 0.40% | 0.00 | 0.00 | 1.93K |
SPDR S&P 500 Index ETFSOLE | ETF | 1.22K | SH | $796.0K 0.39% | 0.00 | 0.00 | 1.22K |
Johnson & JohnsonSOLE | Stock | 3.20K | SH | $782.9K 0.38% | 0.00 | 0.00 | 3.20K |
RevvitySOLE | Stock | 8.26K | SH | $723.7K 0.36% | 0.00 | 0.00 | 8.26K |