ALLENTOWN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
20.0%
Top 10 weight
44.2%
Voting Authority Distribution
Total shares with voting rights: 4.16M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.16M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 738.47K | SH | $18.8K 7.72% | 0.00 | 0.00 | 738.47K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 232.82K | SH | $17.7K 7.28% | 0.00 | 0.00 | 232.82K |
MSCI INCSOLE | COM | 21.93K | SH | $12.3K 5.03% | 0.00 | 0.00 | 21.93K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 64.90K | SH | $10.3K 4.23% | 0.00 | 0.00 | 64.90K |
APPLE INCSOLE | COM | 56.35K | SH | $9.3K 3.81% | 0.00 | 0.00 | 56.35K |
ISHARES TRSOLE | CORE US AGGBD ET | 85.17K | SH | $8.5K 3.48% | 0.00 | 0.00 | 85.17K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 40.66K | SH | $8.3K 3.40% | 0.00 | 0.00 | 40.66K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 42.43K | SH | $8.0K 3.30% | 0.00 | 0.00 | 42.43K |
ISHARES TRSOLE | CORE S&P500 ETF | 19.40K | SH | $8.0K 3.27% | 0.00 | 0.00 | 19.40K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 142.99K | SH | $6.5K 2.65% | 0.00 | 0.00 | 142.99K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 250.08K | SH | $5.8K 2.37% | 0.00 | 0.00 | 250.08K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 65.43K | SH | $5.4K 2.23% | 0.00 | 0.00 | 65.43K |
ISHARES TRSOLE | CORE S&P TTL STK | 57.84K | SH | $5.2K 2.15% | 0.00 | 0.00 | 57.84K |
SCHWAB STRATEGIC TRSOLE | 1 5YR CORP BD | 102.22K | SH | $4.9K 1.99% | 0.00 | 0.00 | 102.22K |
AIR PRODS & CHEMS INCSOLE | COM | 16.26K | SH | $4.7K 1.92% | 0.00 | 0.00 | 16.26K |
ISHARES TRSOLE | CORE MSCI EAFE | 68.75K | SH | $4.6K 1.89% | 0.00 | 0.00 | 68.75K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 108.25K | SH | $3.8K 1.55% | 0.00 | 0.00 | 108.25K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 66.79K | SH | $3.2K 1.32% | 0.00 | 0.00 | 66.79K |
ISHARES TRSOLE | TIPS BD ETF | 29.28K | SH | $3.2K 1.32% | 0.00 | 0.00 | 29.28K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 22.88K | SH | $3.2K 1.30% | 0.00 | 0.00 | 22.88K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 62.41K | SH | $3.1K 1.25% | 0.00 | 0.00 | 62.41K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 112.61K | SH | $3.0K 1.24% | 0.00 | 0.00 | 112.61K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 38.82K | SH | $2.9K 1.18% | 0.00 | 0.00 | 38.82K |
ISHARES TRSOLE | SP SMCP600VL ETF | 29.88K | SH | $2.8K 1.15% | 0.00 | 0.00 | 29.88K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 106K | SH | $2.4K 1.00% | 0.00 | 0.00 | 106K |