MONTGOMERYVILLE, PA
Allocation by class
Portfolio Concentration
Top 3 weight
24.2%
Top 10 weight
49.1%
Voting Authority Distribution
Total shares with voting rights: 24.07M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
24.07M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 3.51M | SH | $225.16M 9.30% | 0.00 | 0.00 | 3.51M |
ISHARES TRSOLE | CORE S&P500 ETF | 287.50K | SH | $187.80M 7.76% | 0.00 | 0.00 | 287.50K |
ISHARES TRSOLE | CORE S&P MCP ETF | 2.56M | SH | $172.65M 7.13% | 0.00 | 0.00 | 2.56M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 2.72M | SH | $147.13M 6.08% | 0.00 | 0.00 | 2.72M |
BARCLAYS BANK PLCSOLE | DJUBS CMDT ETN36 | 2.36M | SH | $113.80M 4.70% | 0.00 | 0.00 | 2.36M |
NVIDIA CORPORATIONOTR | COM | 456.13K | SH | $79.55M 3.29% | 0.00 | 0.00 | 456.13K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 955.43K | SH | $73.93M 3.05% | 0.00 | 0.00 | 955.43K |
APPLE INCSOLE | COM | 284.28K | SH | $72.15M 2.98% | 0.00 | 0.00 | 284.28K |
ISHARES TRSOLE | CORE S&P SCP ETF | 465.76K | SH | $57.90M 2.39% | 0.00 | 0.00 | 465.76K |
MICROSOFT CORPSOLE | COM | 155.40K | SH | $57.52M 2.38% | 0.00 | 0.00 | 155.40K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 584.55K | SH | $55.95M 2.31% | 0.00 | 0.00 | 584.55K |
ISHARES TRSOLE | CORE S&P TTL STK | 350.35K | SH | $49.90M 2.06% | 0.00 | 0.00 | 350.35K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 158.31K | SH | $45.46M 1.88% | 0.00 | 0.00 | 158.31K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 902.64K | SH | $44.18M 1.82% | 0.00 | 0.00 | 902.64K |
ISHARES TRSOLE | CORE MSCI EAFE | 483.13K | SH | $43.74M 1.81% | 0.00 | 0.00 | 483.13K |
ALPHABET INCOTR | CAP STK CL A | 140.08K | SH | $40.28M 1.66% | 0.00 | 0.00 | 140.08K |
ISHARES INCSOLE | CORE MSCI EMKT | 546.09K | SH | $38.09M 1.57% | 0.00 | 0.00 | 546.09K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 1.22M | SH | $37.70M 1.56% | 0.00 | 0.00 | 1.22M |
JPMORGAN CHASE & COSOLE | COM | 119.68K | SH | $35.20M 1.45% | 0.00 | 0.00 | 119.68K |
AMAZON COM INCSOLE | COM | 149.75K | SH | $31.19M 1.29% | 0.00 | 0.00 | 149.75K |
ISHARES TRSOLE | JPMORGAN USD EMG | 297.98K | SH | $27.99M 1.16% | 0.00 | 0.00 | 297.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 56.80K | SH | $27.22M 1.12% | 0.00 | 0.00 | 56.80K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 100.88K | SH | $26.42M 1.09% | 0.00 | 0.00 | 100.88K |
CHEVRON CORPORATIONOTR | COM | 127.13K | SH | $26.30M 1.09% | 0.00 | 0.00 | 127.13K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 38.69K | SH | $25.16M 1.04% | 0.00 | 0.00 | 38.69K |