WEST CHESTER, PA
Allocation by class
Portfolio Concentration
Top 3 weight
33.4%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 2.25M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.25M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE 1 5 YR USD | 224.63K | SH | $10.89M 11.16% | 0.00 | 0.00 | 224.63K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 466.69K | SH | $10.84M 11.11% | 0.00 | 0.00 | 466.69K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 421.79K | SH | $10.81M 11.09% | 0.00 | 0.00 | 421.79K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 121.17K | SH | $5.93M 6.08% | 0.00 | 0.00 | 121.17K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 39.82K | SH | $4.40M 4.51% | 0.00 | 0.00 | 39.82K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 51.72K | SH | $4.17M 4.27% | 0.00 | 0.00 | 51.72K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 58.76K | SH | $3.60M 3.69% | 0.00 | 0.00 | 58.76K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 138.59K | SH | $3.43M 3.52% | 0.00 | 0.00 | 138.59K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 7.76K | SH | $2.34M 2.40% | 0.00 | 0.00 | 7.76K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 10.37K | SH | $2.23M 2.29% | 0.00 | 0.00 | 10.37K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 73.19K | SH | $2.13M 2.19% | 0.00 | 0.00 | 73.19K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.67K | SH | $2.04M 2.09% | 0.00 | 0.00 | 4.67K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 51.60K | SH | $1.78M 1.83% | 0.00 | 0.00 | 51.60K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 51.75K | SH | $1.74M 1.79% | 0.00 | 0.00 | 51.75K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 21.61K | SH | $1.59M 1.63% | 0.00 | 0.00 | 21.61K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 34.74K | SH | $1.59M 1.63% | 0.00 | 0.00 | 34.74K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 49.08K | SH | $1.50M 1.53% | 0.00 | 0.00 | 49.08K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 45.68K | SH | $1.27M 1.30% | 0.00 | 0.00 | 45.68K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 47.01K | SH | $1.11M 1.14% | 0.00 | 0.00 | 47.01K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 4.93K | SH | $1.07M 1.10% | 0.00 | 0.00 | 4.93K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 5.40K | SH | $1.06M 1.09% | 0.00 | 0.00 | 5.40K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 26.52K | SH | $1.05M 1.07% | 0.00 | 0.00 | 26.52K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 12.31K | SH | $1.02M 1.04% | 0.00 | 0.00 | 12.31K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 12.33K | SH | $977.3K 1.00% | 0.00 | 0.00 | 12.33K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 17.76K | SH | $937.1K 0.96% | 0.00 | 0.00 | 17.76K |