WELLSBORO, PA
Allocation by class
Portfolio Concentration
Top 3 weight
26.3%
Top 10 weight
52.3%
Voting Authority Distribution
Total shares with voting rights: 4.91M
Full voting authority
4.91M
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 |
|---|---|---|---|---|---|---|---|
Vanguard Russell 1000 Growth ETFDFND | VNG RUS1000GRW | 462.18K | SH | $59.07M 13.50% | 462.18K | 0.00 | 0.00 |
iShares Core MSCI Emerging Mkts ETFDFND | CORE MSCI EMKT | 340.14K | SH | $28.18M 6.44% | 340.14K | 0.00 | 0.00 |
Fidelity MSCI Real Estate Index ETFDFND | MSCI RL EST ETF | 953.63K | SH | $27.94M 6.38% | 953.63K | 0.00 | 0.00 |
iShares North American Natural Resources ETFDFND | NORTH AMERN NAT | 427.92K | SH | $24.04M 5.49% | 427.92K | 0.00 | 0.00 |
iShares S&P MidCap 400 Index FdDFND | CORE S&P MCP ETF | 217.64K | SH | $16.78M 3.83% | 217.64K | 0.00 | 0.00 |
Nvidia CorpDFND | COM | 82K | SH | $16.41M 3.75% | 82K | 0.00 | 0.00 |
Apple Computer IncDFND | COM | 53.52K | SH | $15.49M 3.54% | 53.52K | 0.00 | 0.00 |
State Street SPDR Portfolio S&P 400 Mid Cap ETFDFND | ST STR P400MID | 208.14K | SH | $14.06M 3.21% | 208.14K | 0.00 | 0.00 |
Alphabet Inc Class CDFND | CAP STK CL C | 39.45K | SH | $13.94M 3.18% | 39.45K | 0.00 | 0.00 |
iShares JPMorgan USD Emerging Markets Bond ETFDFND | JPMORGAN USD EMG | 132.94K | SH | $12.82M 2.93% | 132.94K | 0.00 | 0.00 |
Microsoft CorpDFND | COM | 29.14K | SH | $10.87M 2.48% | 29.14K | 0.00 | 0.00 |
Dimensional U.S. Core Equity 2 ETFDFND | US COR EQU 2 ETF | 238.02K | SH | $10.56M 2.41% | 238.02K | 0.00 | 0.00 |
Amazon Communications IncDFND | COM | 37.83K | SH | $9.02M 2.06% | 37.83K | 0.00 | 0.00 |
Citizens Financial Services IncDFND | COM | 117.06K | SH | $8.48M 1.94% | 117.06K | 0.00 | 0.00 |
Citizens & Northern CorpDFND | COM | 349.49K | SH | $8.15M 1.86% | 349.49K | 0.00 | 0.00 |
Advanced Micro Devices IncDFND | COM | 12.72K | SH | $7.39M 1.69% | 12.72K | 0.00 | 0.00 |
JPMorgan Chase & CoDFND | COM | 17.80K | SH | $5.83M 1.33% | 17.80K | 0.00 | 0.00 |
Corning IncDFND | COM | 19.66K | SH | $5.02M 1.15% | 19.66K | 0.00 | 0.00 |
Meta Platforms IncDFND | CL A | 8.79K | SH | $4.95M 1.13% | 8.79K | 0.00 | 0.00 |
Avantis International Equity ETFDFND | INTL EQT ETF | 54.81K | SH | $4.89M 1.12% | 54.81K | 0.00 | 0.00 |
Broadcom Inc CommonDFND | COM | 12.69K | SH | $4.79M 1.10% | 12.69K | 0.00 | 0.00 |
Wells Fargo & Co NewDFND | COM | 51.76K | SH | $4.28M 0.98% | 51.76K | 0.00 | 0.00 |
Caterpillar IncDFND | COM | 3.85K | SH | $4.10M 0.94% | 3.85K | 0.00 | 0.00 |
Mastercard Inc Class ADFND | CL A | 7.84K | SH | $4.03M 0.92% | 7.84K | 0.00 | 0.00 |
Costco Wholesale Corp (New)DFND | COM | 4.29K | SH | $4.01M 0.92% | 4.29K | 0.00 | 0.00 |