WEST CONSHOHOCKEN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
34.8%
Top 10 weight
82.7%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Full voting authority
1.59M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 180.38K | SH | $10.77M 11.70% | 180.38K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AW MSCI EAFE | 104.25K | SH | $10.72M 11.65% | 104.25K | 0.00 | 0.00 |
ISHARES INCSOLE | ESG AWR MSCI EM | 192.40K | SH | $10.52M 11.43% | 192.40K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 342.76K | SH | $9.39M 10.21% | 342.76K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 24.43K | SH | $8.38M 9.10% | 24.43K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGVL | 140.91K | SH | $7.04M 7.65% | 140.91K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 126.73K | SH | $6.92M 7.52% | 126.73K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | STOX GBL ESG SLT | 21.67K | SH | $5.05M 5.49% | 21.67K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 19.53K | SH | $3.91M 4.25% | 19.53K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 47.56K | SH | $3.39M 3.68% | 47.56K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.45K | SH | $3.33M 3.62% | 4.45K | 0.00 | 0.00 |
ISHARES INCSOLE | CUR HD MSCI EM | 58.20K | SH | $2.60M 2.83% | 58.20K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 5K | SH | $1.64M 1.78% | 5K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 1.17K | SH | $743.2K 0.81% | 1.17K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.41K | SH | $585.8K 0.64% | 1.41K | 0.00 | 0.00 |
INCYTE CORPSOLE | COM | 5.09K | SH | $577.1K 0.63% | 5.09K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 6.16K | SH | $557.1K 0.61% | 6.16K | 0.00 | 0.00 |
PROSHARES TRSOLE | PSHS ULT S&P 500 | 8.18K | SH | $551.2K 0.60% | 8.18K | 0.00 | 0.00 |
PROSHARES TRSOLE | PSHS ULTRUSS2000 | 8K | SH | $537.7K 0.58% | 8K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 5.67K | SH | $514.1K 0.56% | 5.67K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US SMALLCAP FUND | 7.02K | SH | $475.9K 0.52% | 7.02K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 18.21K | SH | $438.5K 0.48% | 18.21K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 5.32K | SH | $416.1K 0.45% | 5.32K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 2.04K | SH | $388.5K 0.42% | 2.04K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 669.00 | SH | $335.6K 0.36% | 669.00 | 0.00 | 0.00 |