FORT WASHINGTON, PA
Allocation by class
Portfolio Concentration
Top 3 weight
31.3%
Top 10 weight
64.1%
Voting Authority Distribution
Total shares with voting rights: 5.50M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.50M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 150.65K | SH | $48.34M 15.20% | 0.00 | 0.00 | 150.65K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 510.42K | SH | $32.71M 10.28% | 0.00 | 0.00 | 510.42K |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 351.97K | SH | $18.46M 5.81% | 0.00 | 0.00 | 351.97K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 459.92K | SH | $18.14M 5.70% | 0.00 | 0.00 | 459.92K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 218.98K | SH | $18.12M 5.70% | 0.00 | 0.00 | 218.98K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 502.73K | SH | $17.62M 5.54% | 0.00 | 0.00 | 502.73K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 463.40K | SH | $16.01M 5.03% | 0.00 | 0.00 | 463.40K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 363.17K | SH | $12.97M 4.08% | 0.00 | 0.00 | 363.17K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 435.82K | SH | $12.49M 3.93% | 0.00 | 0.00 | 435.82K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 207.35K | SH | $9.13M 2.87% | 0.00 | 0.00 | 207.35K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 77.35K | SH | $8.00M 2.52% | 0.00 | 0.00 | 77.35K |
PIMCO ETF TRSOLE | INTER MUN BD ACT | 146.84K | SH | $7.66M 2.41% | 0.00 | 0.00 | 146.84K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 288.87K | SH | $7.25M 2.28% | 0.00 | 0.00 | 288.87K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 80.24K | SH | $6.36M 2.00% | 0.00 | 0.00 | 80.24K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 119.10K | SH | $4.89M 1.54% | 0.00 | 0.00 | 119.10K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 43.40K | SH | $4.79M 1.51% | 0.00 | 0.00 | 43.40K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 91.09K | SH | $4.54M 1.43% | 0.00 | 0.00 | 91.09K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 75.78K | SH | $3.46M 1.09% | 0.00 | 0.00 | 75.78K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 32.45K | SH | $3.46M 1.09% | 0.00 | 0.00 | 32.45K |
ISHARES TRSOLE | ESG EAFE ETF | 39.42K | SH | $2.97M 0.94% | 0.00 | 0.00 | 39.42K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.55K | SH | $2.96M 0.93% | 0.00 | 0.00 | 4.55K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 29.07K | SH | $2.90M 0.91% | 0.00 | 0.00 | 29.07K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 65.82K | SH | $2.79M 0.88% | 0.00 | 0.00 | 65.82K |
ISHARES TRSOLE | NEW YORK MUN ETF | 49.28K | SH | $2.62M 0.82% | 0.00 | 0.00 | 49.28K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 31.34K | SH | $2.53M 0.79% | 0.00 | 0.00 | 31.34K |