HARRISBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
48.1%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 8.79M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.79M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 3.07M | SH | $136.05M 22.14% | 0.00 | 0.00 | 3.07M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 168.55K | SH | $115.76M 18.83% | 0.00 | 0.00 | 168.55K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 614.91K | SH | $43.81M 7.13% | 0.00 | 0.00 | 614.91K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 492.34K | SH | $39.67M 6.45% | 0.00 | 0.00 | 492.34K |
ISHARES TRSOLE | U S EQUITY FACTR | 520.95K | SH | $39.40M 6.41% | 0.00 | 0.00 | 520.95K |
ISHARES TRSOLE | CORE MSCI INTL | 367.27K | SH | $32.69M 5.32% | 0.00 | 0.00 | 367.27K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 445.52K | SH | $31.14M 5.07% | 0.00 | 0.00 | 445.52K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 720.65K | SH | $26.55M 4.32% | 0.00 | 0.00 | 720.65K |
ISHARES TRSOLE | CORE MSCI EAFE | 182.16K | SH | $17.59M 2.86% | 0.00 | 0.00 | 182.16K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 410.24K | SH | $16.67M 2.71% | 0.00 | 0.00 | 410.24K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 260.89K | SH | $15.57M 2.53% | 0.00 | 0.00 | 260.89K |
ISHARES TRSOLE | INTL EQTY FACTOR | 360.91K | SH | $14.78M 2.41% | 0.00 | 0.00 | 360.91K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 168.12K | SH | $12.89M 2.10% | 0.00 | 0.00 | 168.12K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 121.22K | SH | $9.58M 1.56% | 0.00 | 0.00 | 121.22K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 122.54K | SH | $5.93M 0.97% | 0.00 | 0.00 | 122.54K |
FIDELITY COVINGTON TRUSTSOLE | MSCI UTILS INDEX | 79.98K | SH | $4.67M 0.76% | 0.00 | 0.00 | 79.98K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 33.21K | SH | $4.14M 0.67% | 0.00 | 0.00 | 33.21K |
APPLE INCSOLE | COM | 11.61K | SH | $3.36M 0.55% | 0.00 | 0.00 | 11.61K |
ALPHABET INCSOLE | CAP STK CL A | 8.26K | SH | $2.95M 0.48% | 0.00 | 0.00 | 8.26K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 55.44K | SH | $2.78M 0.45% | 0.00 | 0.00 | 55.44K |
ISHARES INCSOLE | CORE MSCI EMKT | 33.47K | SH | $2.77M 0.45% | 0.00 | 0.00 | 33.47K |
NVIDIA CORPORATIONSOLE | COM | 10.70K | SH | $2.14M 0.35% | 0.00 | 0.00 | 10.70K |
AMAZON COM INCSOLE | COM | 7.87K | SH | $1.88M 0.31% | 0.00 | 0.00 | 7.87K |
MICROSOFT CORPSOLE | COM | 5.02K | SH | $1.87M 0.30% | 0.00 | 0.00 | 5.02K |
ISHARES TRSOLE | IBONDS DEC2026 | 70.29K | SH | $1.70M 0.28% | 0.00 | 0.00 | 70.29K |