MEDIA, PA
Allocation by class
Portfolio Concentration
Top 3 weight
28.9%
Top 10 weight
60.0%
Voting Authority Distribution
Total shares with voting rights: 4.35M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.35M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 106.86K | SH | $34.28M 12.09% | 0.00 | 0.00 | 106.86K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 358.43K | SH | $29.66M 10.46% | 0.00 | 0.00 | 358.43K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 225.32K | SH | $17.86M 6.30% | 0.00 | 0.00 | 225.32K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 463.44K | SH | $16.24M 5.73% | 0.00 | 0.00 | 463.44K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 379.10K | SH | $13.94M 4.92% | 0.00 | 0.00 | 379.10K |
ISHARES TRSOLE | CORE S&P500 ETF | 20K | SH | $13.07M 4.61% | 0.00 | 0.00 | 20K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 354.63K | SH | $12.25M 4.32% | 0.00 | 0.00 | 354.63K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 458.62K | SH | $11.42M 4.03% | 0.00 | 0.00 | 458.62K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 275.95K | SH | $10.72M 3.78% | 0.00 | 0.00 | 275.95K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 167.30K | SH | $10.72M 3.78% | 0.00 | 0.00 | 167.30K |
ISHARES TRSOLE | MSCI EAFE ETF | 79.66K | SH | $7.74M 2.73% | 0.00 | 0.00 | 79.66K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 96.90K | SH | $7.60M 2.68% | 0.00 | 0.00 | 96.90K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 144.17K | SH | $5.69M 2.01% | 0.00 | 0.00 | 144.17K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 174.01K | SH | $5.61M 1.98% | 0.00 | 0.00 | 174.01K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 12.37K | SH | $5.28M 1.86% | 0.00 | 0.00 | 12.37K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 57.93K | SH | $4.35M 1.53% | 0.00 | 0.00 | 57.93K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 18.59K | SH | $3.97M 1.40% | 0.00 | 0.00 | 18.59K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 108.46K | SH | $3.85M 1.36% | 0.00 | 0.00 | 108.46K |
ASTRAZENECA PLCSOLE | ORD | 19.11K | SH | $3.77M 1.33% | 0.00 | 0.00 | 19.11K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 18.36K | SH | $3.48M 1.23% | 0.00 | 0.00 | 18.36K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 8.78K | SH | $3.25M 1.15% | 0.00 | 0.00 | 8.78K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 51.68K | SH | $2.79M 0.99% | 0.00 | 0.00 | 51.68K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 53.78K | SH | $2.61M 0.92% | 0.00 | 0.00 | 53.78K |
ISHARES TRSOLE | RUS 1000 ETF | 6.98K | SH | $2.49M 0.88% | 0.00 | 0.00 | 6.98K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 60.55K | SH | $2.49M 0.88% | 0.00 | 0.00 | 60.55K |