LOWER GWYNEDD, PA
Allocation by class
Portfolio Concentration
Top 3 weight
16.8%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 4.29M
Full voting authority
4.29M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 31.97K | SH | $20.79M 6.96% | 31.97K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 79.06K | SH | $15.51M 5.19% | 79.06K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 240.34K | SH | $13.98M 4.68% | 240.34K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 30.79K | SH | $13.45M 4.50% | 30.79K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 117.51K | SH | $12.47M 4.18% | 117.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 18.90K | SH | $11.29M 3.78% | 18.90K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 113.19K | SH | $10.75M 3.60% | 113.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 16.25K | SH | $10.61M 3.55% | 16.25K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 131.72K | SH | $9.19M 3.08% | 131.72K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 86.33K | SH | $8.45M 2.83% | 86.33K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 265.61K | SH | $7.74M 2.59% | 265.61K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 144.65K | SH | $7.51M 2.51% | 144.65K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 98.96K | SH | $7.36M 2.46% | 98.96K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 34.91K | SH | $6.70M 2.24% | 34.91K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | DYNAMIC EQTY ACT | 254.79K | SH | $6.19M 2.07% | 254.79K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 66.69K | SH | $5.88M 1.97% | 66.69K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | LONG TERM US | 176.86K | SH | $5.56M 1.86% | 176.86K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | DISCIPLINED VOLA | 212.18K | SH | $5.23M 1.75% | 212.18K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN DYN MUN | 203.34K | SH | $5.04M 1.69% | 203.34K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 146.38K | SH | $4.82M 1.61% | 146.38K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 93.83K | SH | $4.70M 1.57% | 93.83K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 19.06K | SH | $4.57M 1.53% | 19.06K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 63.23K | SH | $4.44M 1.49% | 63.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 15.82K | SH | $4.14M 1.39% | 15.82K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 174.50K | SH | $4.05M 1.36% | 174.50K | 0.00 | 0.00 |