WAYNE, PA
Allocation by class
Portfolio Concentration
Top 3 weight
35.6%
Top 10 weight
70.1%
Voting Authority Distribution
Total shares with voting rights: 2.24M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.24M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 61.53K | SH | $19.74M 13.80% | 0.00 | 0.00 | 61.53K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 414.30K | SH | $16.10M 11.26% | 0.00 | 0.00 | 414.30K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 37.09K | SH | $15.12M 10.57% | 0.00 | 0.00 | 37.09K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 405.89K | SH | $14.92M 10.43% | 0.00 | 0.00 | 405.89K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 214.44K | SH | $8.35M 5.84% | 0.00 | 0.00 | 214.44K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 117.44K | SH | $7.53M 5.26% | 0.00 | 0.00 | 117.44K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 210.72K | SH | $7.16M 5.01% | 0.00 | 0.00 | 210.72K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 69.11K | SH | $5.09M 3.56% | 0.00 | 0.00 | 69.11K |
INVESCO EXCH TRADED FD TR IISOLE | NATL AMT MUNI | 169.40K | SH | $3.89M 2.72% | 0.00 | 0.00 | 169.40K |
APPLE INCSOLE | COM | 9.13K | SH | $2.32M 1.62% | 0.00 | 0.00 | 9.13K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 66.94K | SH | $2.31M 1.62% | 0.00 | 0.00 | 66.94K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 47.88K | SH | $2.25M 1.57% | 0.00 | 0.00 | 47.88K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.21K | SH | $1.92M 1.34% | 0.00 | 0.00 | 3.21K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 34.86K | SH | $1.88M 1.32% | 0.00 | 0.00 | 34.86K |
MICROSOFT CORPSOLE | COM | 4.42K | SH | $1.64M 1.14% | 0.00 | 0.00 | 4.42K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.35K | SH | $1.61M 1.12% | 0.00 | 0.00 | 3.35K |
TRUST FOR PROFESSIONAL MANAGSOLE | JENSEN QUALITY | 55.84K | SH | $1.36M 0.95% | 0.00 | 0.00 | 55.84K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 14.46K | SH | $1.34M 0.94% | 0.00 | 0.00 | 14.46K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 17.20K | SH | $1.33M 0.93% | 0.00 | 0.00 | 17.20K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 21.29K | SH | $1.25M 0.87% | 0.00 | 0.00 | 21.29K |
MORGAN STANLEY ETF TRUSTSOLE | CALVERT US LARCP | 15.04K | SH | $1.20M 0.84% | 0.00 | 0.00 | 15.04K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.20K | SH | $1.10M 0.77% | 0.00 | 0.00 | 4.20K |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 16.36K | SH | $905.5K 0.63% | 0.00 | 0.00 | 16.36K |
JPMORGAN CHASE & COSOLE | COM | 2.64K | SH | $775.8K 0.54% | 0.00 | 0.00 | 2.64K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 2.66K | SH | $645.3K 0.45% | 0.00 | 0.00 | 2.66K |