SEWICKLEY, PA
Allocation by class
Portfolio Concentration
Top 3 weight
52.8%
Top 10 weight
85.7%
Voting Authority Distribution
Total shares with voting rights: 1.92M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.92M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Seagate Technology HoldingsSOLE | Stock | 50.61K | SH | $48.84M 19.47% | 0.00 | 0.00 | 50.61K |
Vanguard Small-Cap Index ETFSOLE | ETF | 141.06K | SH | $42.76M 17.04% | 0.00 | 0.00 | 141.06K |
Vanguard S&P 500 Index ETFSOLE | ETF | 59.64K | SH | $40.96M 16.33% | 0.00 | 0.00 | 59.64K |
Vanguard Developed Markets Index ETFSOLE | ETF | 493.33K | SH | $35.15M 14.01% | 0.00 | 0.00 | 493.33K |
Schwab Fundamental US Large Company Index ETFSOLE | ETF | 699.04K | SH | $21.74M 8.67% | 0.00 | 0.00 | 699.04K |
Vanguard Mid-Cap Growth Index ETFSOLE | ETF | 24.43K | SH | $7.48M 2.98% | 0.00 | 0.00 | 24.43K |
iShares Core S&P 500 Index ETFSOLE | ETF | 7.67K | SH | $5.74M 2.29% | 0.00 | 0.00 | 7.67K |
ModernaSOLE | Stock | 65.69K | SH | $4.58M 1.82% | 0.00 | 0.00 | 65.69K |
Vanguard FTSE All-World ex US Index ETFSOLE | ETF | 51.43K | SH | $4.31M 1.72% | 0.00 | 0.00 | 51.43K |
Alphabet Cl CSOLE | Stock | 9.82K | SH | $3.47M 1.38% | 0.00 | 0.00 | 9.82K |
Berkshire Hathaway Cl BSOLE | Stock | 6.16K | SH | $3.08M 1.23% | 0.00 | 0.00 | 6.16K |
Minerals TechnologiesSOLE | Stock | 36.01K | SH | $2.66M 1.06% | 0.00 | 0.00 | 36.01K |
AppleSOLE | Stock | 7.35K | SH | $2.13M 0.85% | 0.00 | 0.00 | 7.35K |
Vanguard Total Int'l Stock Index ETFSOLE | ETF | 15.30K | SH | $1.31M 0.52% | 0.00 | 0.00 | 15.30K |
iShares ESG Advanced MSCI USA ETFSOLE | ETF | 18.22K | SH | $1.27M 0.50% | 0.00 | 0.00 | 18.22K |
MicrosoftSOLE | Stock | 3.29K | SH | $1.23M 0.49% | 0.00 | 0.00 | 3.29K |
iShares ESG Aware MSCI USA Small-Cap ETFSOLE | ETF | 21.91K | SH | $1.23M 0.49% | 0.00 | 0.00 | 21.91K |
ExxonMobil HoldingsSOLE | Stock | 7.56K | SH | $1.03M 0.41% | 0.00 | 0.00 | 7.56K |
iShares Russell 1000 Growth Index ETFSOLE | ETF | 7.71K | SH | $957.1K 0.38% | 0.00 | 0.00 | 7.71K |
Vanguard Mid-Cap Index ETFSOLE | ETF | 11.62K | SH | $936.3K 0.37% | 0.00 | 0.00 | 11.62K |
Crown CastleSOLE | REIT | 12.27K | SH | $929.5K 0.37% | 0.00 | 0.00 | 12.27K |
SPDR S&P 500 Index ETFSOLE | ETF | 1.22K | SH | $910.4K 0.36% | 0.00 | 0.00 | 1.22K |
Vanguard Growth Index ETFSOLE | ETF | 10.29K | SH | $886.8K 0.35% | 0.00 | 0.00 | 10.29K |
RevvitySOLE | Stock | 7.37K | SH | $820.2K 0.33% | 0.00 | 0.00 | 7.37K |
Johnson & JohnsonSOLE | Stock | 3.17K | SH | $804.3K 0.32% | 0.00 | 0.00 | 3.17K |