PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
31.3%
Top 10 weight
48.4%
Voting Authority Distribution
Total shares with voting rights: 3.14M
Full voting authority
3.14M
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 |
|---|---|---|---|---|---|---|---|
IShares S&P 500 IndexSOLE | FND | 124.65K | SH | $81.42M 21.73% | 124.65K | 0.00 | 0.00 |
NVIDIA CorporationSOLE | COM | 105.84K | SH | $18.46M 4.93% | 105.84K | 0.00 | 0.00 |
IShares S&P MidCap 400SOLE | FND | 255.90K | SH | $17.28M 4.61% | 255.90K | 0.00 | 0.00 |
IShares S&P SmCap 600SOLE | FND | 104.39K | SH | $12.98M 3.46% | 104.39K | 0.00 | 0.00 |
Apple IncSOLE | COM | 44.49K | SH | $11.29M 3.01% | 44.49K | 0.00 | 0.00 |
Alphabet Inc-Cl ASOLE | COM | 30.92K | SH | $8.89M 2.37% | 30.92K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 23.22K | SH | $8.60M 2.29% | 23.22K | 0.00 | 0.00 |
IShares Core MSCI EAFE ETFSOLE | FND | 91.55K | SH | $8.29M 2.21% | 91.55K | 0.00 | 0.00 |
Micron Technology IncSOLE | COM | 22.67K | SH | $7.66M 2.04% | 22.67K | 0.00 | 0.00 |
Broadcom LTDSOLE | COM | 20.87K | SH | $6.46M 1.72% | 20.87K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 26.71K | SH | $5.56M 1.48% | 26.71K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 9.27K | SH | $5.30M 1.42% | 9.27K | 0.00 | 0.00 |
Alphabet Inc-Cl CSOLE | COM | 17.61K | SH | $5.05M 1.35% | 17.61K | 0.00 | 0.00 |
IShares MSCI EAFE Index ETFSOLE | FND | 47.27K | SH | $4.59M 1.23% | 47.27K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 13.92K | SH | $4.10M 1.09% | 13.92K | 0.00 | 0.00 |
Berkshire Hathaway Inc-Cl BSOLE | COM | 8.32K | SH | $3.99M 1.06% | 8.32K | 0.00 | 0.00 |
Equinix Inc.SOLE | COM | 3.57K | SH | $3.50M 0.93% | 3.57K | 0.00 | 0.00 |
Utilities Select Sector SPDRSOLE | COM | 70.54K | SH | $3.24M 0.86% | 70.54K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 32.77K | SH | $3.15M 0.84% | 32.77K | 0.00 | 0.00 |
Caterpillar Inc.SOLE | COM | 3.77K | SH | $2.67M 0.71% | 3.77K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 2.63K | SH | $2.63M 0.70% | 2.63K | 0.00 | 0.00 |
Tesla Motors IncSOLE | COM | 6.98K | SH | $2.60M 0.69% | 6.98K | 0.00 | 0.00 |
StarbucksSOLE | COM | 28.68K | SH | $2.57M 0.69% | 28.68K | 0.00 | 0.00 |
Akamai TechnologiesSOLE | COM | 21.01K | SH | $2.41M 0.64% | 21.01K | 0.00 | 0.00 |
Freeport-McMoran IncSOLE | COM | 39.86K | SH | $2.34M 0.63% | 39.86K | 0.00 | 0.00 |