WEXFORD, PA
Allocation by class
Portfolio Concentration
Top 3 weight
91.9%
Top 10 weight
99.8%
Voting Authority Distribution
Total shares with voting rights: 1.93M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.93M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 388.17K | SH | $124.53M 50.24% | 0.00 | 0.00 | 388.17K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 925.01K | SH | $88.28M 35.62% | 0.00 | 0.00 | 925.01K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 200.40K | SH | $15.05M 6.07% | 0.00 | 0.00 | 200.40K |
ISHARES TRSOLE | CORE S&P TTL STK | 50.79K | SH | $7.23M 2.92% | 0.00 | 0.00 | 50.79K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 177.65K | SH | $4.40M 1.77% | 0.00 | 0.00 | 177.65K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 155.12K | SH | $3.89M 1.57% | 0.00 | 0.00 | 155.12K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 30.12K | SH | $2.32M 0.94% | 0.00 | 0.00 | 30.12K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.39K | SH | $828.9K 0.33% | 0.00 | 0.00 | 1.39K |
MICROSOFT CORPSOLE | COM | 1.07K | SH | $397.6K 0.16% | 0.00 | 0.00 | 1.07K |
APPLE INCSOLE | COM | 1.45K | SH | $368.5K 0.15% | 0.00 | 0.00 | 1.45K |
NVIDIA CORPORATIONSOLE | COM | 1.63K | SH | $284.4K 0.11% | 0.00 | 0.00 | 1.63K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 403.00 | SH | $262.1K 0.11% | 0.00 | 0.00 | 403.00 |