PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
33.9%
Top 10 weight
52.3%
Voting Authority Distribution
Total shares with voting rights: 8.12M
Full voting authority
4.10K
shares
Joint voting authority
0.00
shares
No voting authority
8.11M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 1.54M | SH | $72.53M 17.33% | 0.00 | 0.00 | 1.54M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.47M | SH | $37.73M 9.01% | 0.00 | 0.00 | 1.47M |
PIMCO ETF TRSOLE | MULTISECTOR BD | 1.21M | SH | $31.77M 7.59% | 0.00 | 0.00 | 1.21M |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 76.50K | SH | $16.45M 3.93% | 0.00 | 0.00 | 76.50K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 352.53K | SH | $13.73M 3.28% | 0.00 | 0.00 | 352.53K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 461.50K | SH | $11.58M 2.77% | 0.00 | 0.00 | 461.50K |
INNOVATOR ETFS TRUSTSOLE | U S EQ 10 BUFFER | 321K | SH | $10.42M 2.49% | 0.00 | 0.00 | 321K |
APPLE INCSOLE | COM | 39.87K | SH | $10.12M 2.42% | 0.00 | 0.00 | 39.87K |
INNOVATOR ETFS TRUSTSOLE | BUFFER STEP UP S | 211.44K | SH | $7.61M 1.82% | 0.00 | 0.00 | 211.44K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 234.74K | SH | $6.84M 1.63% | 0.00 | 0.00 | 234.74K |
INNOVATOR ETFS TRUSTSOLE | INTL DVLPD 10 BU | 214.14K | SH | $6.32M 1.51% | 0.00 | 0.00 | 214.14K |
ISHARES TRSOLE | S&P MC 400VL ETF | 47.26K | SH | $6.26M 1.50% | 0.00 | 0.00 | 47.26K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 181.11K | SH | $5.56M 1.33% | 0.00 | 0.00 | 181.11K |
SPDR GOLD TRSOLE | GOLD SHS | 12.66K | SH | $5.45M 1.30% | 0.00 | 0.00 | 12.66K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 70.01K | SH | $5.40M 1.29% | 0.00 | 0.00 | 70.01K |
DICKS SPORTING GOODS INCSOLE | COM | 26.95K | SH | $5.34M 1.28% | 0.00 | 0.00 | 26.95K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.91K | SH | $5.32M 1.27% | 0.00 | 0.00 | 8.91K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 16.38K | SH | $5.25M 1.26% | 0.00 | 0.00 | 16.38K |
THORNBURG ETF TRSOLE | MULTI SECTOR BD | 175.69K | SH | $4.48M 1.07% | 0.00 | 0.00 | 175.69K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 33.35K | SH | $4.43M 1.06% | 0.00 | 0.00 | 33.35K |
NVIDIA CORPORATIONSOLE | COM | 24.84K | SH | $4.33M 1.04% | 0.00 | 0.00 | 24.84K |
AMAZON COM INCSOLE | COM | 20.35K | SH | $4.24M 1.01% | 0.00 | 0.00 | 20.35K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 14.49K | SH | $4.16M 0.99% | 0.00 | 0.00 | 14.49K |
WALMART INCSOLE | COM | 31K | SH | $3.85M 0.92% | 0.00 | 0.00 | 31K |
MICROSOFT CORPSOLE | COM | 9.84K | SH | $3.64M 0.87% | 0.00 | 0.00 | 9.84K |