MCMURRAY, PA
Allocation by class
Portfolio Concentration
Top 3 weight
21.9%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 52.72M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
52.72M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 6.96M | SH | $342.97M 9.81% | 0.00 | 0.00 | 6.96M |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 989.95K | SH | $234.24M 6.70% | 0.00 | 0.00 | 989.95K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 1.52M | SH | $188.14M 5.38% | 0.00 | 0.00 | 1.52M |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | ETF | 2.82M | SH | $159.25M 4.55% | 0.00 | 0.00 | 2.82M |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFSOLE | ETF | 1.53M | SH | $150.30M 4.30% | 0.00 | 0.00 | 1.53M |
CAPITAL GROUP DIVIDEND GROWERS ETFSOLE | ETF | 3.25M | SH | $122.01M 3.49% | 0.00 | 0.00 | 3.25M |
DIMENSIONAL INTERNATIONAL VALUE ETFSOLE | ETF | 2.07M | SH | $111.94M 3.20% | 0.00 | 0.00 | 2.07M |
JPMORGAN CORE PLUS BOND ETFSOLE | ETF | 2.37M | SH | $111.12M 3.18% | 0.00 | 0.00 | 2.37M |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 1.24M | SH | $101.76M 2.91% | 0.00 | 0.00 | 1.24M |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 1.27M | SH | $96.62M 2.76% | 0.00 | 0.00 | 1.27M |
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 3.60M | SH | $95.35M 2.73% | 0.00 | 0.00 | 3.60M |
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETFSOLE | ETF | 2.43M | SH | $84.15M 2.41% | 0.00 | 0.00 | 2.43M |
ISHARES MSCI EAFE ETFSOLE | ETF | 762.48K | SH | $79.21M 2.26% | 0.00 | 0.00 | 762.48K |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFSOLE | ETF | 2.07M | SH | $76.27M 2.18% | 0.00 | 0.00 | 2.07M |
APPLE INC COMSOLE | Stock | 253.92K | SH | $73.47M 2.10% | 0.00 | 0.00 | 253.92K |
CAPITAL GROUP GROWTH ETFSOLE | ETF | 1.34M | SH | $63.26M 1.81% | 0.00 | 0.00 | 1.34M |
CAPITAL GROUP CORE PLUS INCOME ETFSOLE | ETF | 2.28M | SH | $50.76M 1.45% | 0.00 | 0.00 | 2.28M |
NVIDIA CORPORATION COMSOLE | Stock | 214.54K | SH | $42.93M 1.23% | 0.00 | 0.00 | 214.54K |
VANGUARD WELLINGTON U.S. VALUE ACTIVE ETFSOLE | ETF | 592.95K | SH | $40.51M 1.16% | 0.00 | 0.00 | 592.95K |
EXXONMOBIL HOLDINGS CORP COM SHSSOLE | Stock | 294.08K | SH | $40.21M 1.15% | 0.00 | 0.00 | 294.08K |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | ETF | 554.56K | SH | $38.76M 1.11% | 0.00 | 0.00 | 554.56K |
JPMORGAN INCOME ETFSOLE | ETF | 740.80K | SH | $34.11M 0.98% | 0.00 | 0.00 | 740.80K |
CAPITAL GROUP MUNICIPAL INCOME ETFSOLE | ETF | 1.17M | SH | $32.11M 0.92% | 0.00 | 0.00 | 1.17M |
MICROSOFT CORP COMSOLE | Stock | 84.27K | SH | $31.43M 0.90% | 0.00 | 0.00 | 84.27K |
ISHARES RUSSELL 2000 GROWTH ETFSOLE | ETF | 78.86K | SH | $31.07M 0.89% | 0.00 | 0.00 | 78.86K |