PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
26.3%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 1.16M
Full voting authority
1.16M
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 |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway IncSOLE | CL | 33.00 | SH | $24.71M 13.29% | 33.00 | 0.00 | 0.00 |
Apple IncSOLE | CL | 47.05K | SH | $13.62M 7.33% | 47.05K | 0.00 | 0.00 |
Alphabet Inc.SOLE | CL | 29.78K | SH | $10.52M 5.66% | 29.78K | 0.00 | 0.00 |
Vanguard Small-Cap Value ETFSOLE | CL | 35.94K | SH | $8.73M 4.70% | 35.94K | 0.00 | 0.00 |
iShares Ultra Short Duration Bond Active ETFSOLE | CL | 138.65K | SH | $7.01M 3.77% | 138.65K | 0.00 | 0.00 |
Microsoft CorpSOLE | CL | 18.35K | SH | $6.85M 3.68% | 18.35K | 0.00 | 0.00 |
Vanguard Small-Cap ETFSOLE | CL | 13.53K | SH | $4.10M 2.21% | 13.53K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED ETFSOLE | CL | 55.58K | SH | $3.96M 2.13% | 55.58K | 0.00 | 0.00 |
Mastercard IncSOLE | CL | 7.65K | SH | $3.93M 2.11% | 7.65K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | CL | 48.30K | SH | $3.72M 2.00% | 48.30K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | CL | 6.85K | SH | $3.43M 1.84% | 6.85K | 0.00 | 0.00 |
Vanguard Total Bond Market ETFSOLE | CL | 45.85K | SH | $3.37M 1.81% | 45.85K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTHSOLE | CL | 26.78K | SH | $3.33M 1.79% | 26.78K | 0.00 | 0.00 |
Amazon.com IncSOLE | CL | 13.73K | SH | $3.27M 1.76% | 13.73K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Co LtdSOLE | CL | 6.47K | SH | $3.09M 1.66% | 6.47K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | CL | 4.09K | SH | $3.05M 1.64% | 4.09K | 0.00 | 0.00 |
NVIDIA CorpSOLE | CL | 14.87K | SH | $2.98M 1.60% | 14.87K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | CL | 8.36K | SH | $2.95M 1.59% | 8.36K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 VALUE INDEX FUNDSOLE | CL | 25.63K | SH | $2.82M 1.52% | 25.63K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | CL | 10.82K | SH | $2.75M 1.48% | 10.82K | 0.00 | 0.00 |
NextEra Energy IncSOLE | CL | 29.10K | SH | $2.55M 1.37% | 29.10K | 0.00 | 0.00 |
Broadcom INCSOLE | CL | 6.63K | SH | $2.50M 1.35% | 6.63K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | CL | 7.42K | SH | $2.43M 1.31% | 7.42K | 0.00 | 0.00 |
Vanguard FTSE Emerging Markets ETFSOLE | CL | 37K | SH | $2.21M 1.19% | 37K | 0.00 | 0.00 |
Walmart IncSOLE | CL | 19.33K | SH | $2.19M 1.18% | 19.33K | 0.00 | 0.00 |