PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
48.7%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 721.56K
Full voting authority
721.56K
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 TRSOLE | MSCI EAFE ETF | 200.13K | SH | $13.79M 22.04% | 200.13K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 26.63K | SH | $11.39M 18.19% | 26.63K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.49K | SH | $5.30M 8.46% | 13.49K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 109.18K | SH | $4.14M 6.62% | 109.18K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO SHORT | 122.57K | SH | $3.59M 5.74% | 122.57K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 76.08K | SH | $2.98M 4.77% | 76.08K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.16K | SH | $2.58M 4.12% | 8.16K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.78K | SH | $2.36M 3.77% | 13.78K | 0.00 | 0.00 |
DIREXION SHS ETF TRSOLE | NAS100 EQL WGT | 22.15K | SH | $1.66M 2.65% | 22.15K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.54K | SH | $1.06M 1.70% | 3.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 7.56K | SH | $989.0K 1.58% | 7.56K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 6.27K | SH | $951.5K 1.52% | 6.27K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 3.26K | SH | $859.3K 1.37% | 3.26K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.17K | SH | $589.2K 0.94% | 1.17K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 8.63K | SH | $555.6K 0.89% | 8.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.27K | SH | $544.4K 0.87% | 1.27K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 4.10K | SH | $521.2K 0.83% | 4.10K | 0.00 | 0.00 |
ARCH CAP GROUP LTDSOLE | ORD | 5.57K | SH | $443.6K 0.71% | 5.57K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 3.34K | SH | $393.0K 0.63% | 3.34K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.64K | SH | $376.9K 0.60% | 1.64K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 1.92K | SH | $373.4K 0.60% | 1.92K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 2.52K | SH | $364.9K 0.58% | 2.52K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.01K | SH | $354.2K 0.57% | 1.01K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 4.15K | SH | $348.3K 0.56% | 4.15K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 1.90K | SH | $325.8K 0.52% | 1.90K | 0.00 | 0.00 |