WEXFORD, PA
Allocation by class
Portfolio Concentration
Top 3 weight
76.7%
Top 10 weight
89.1%
Voting Authority Distribution
Total shares with voting rights: 4.03M
Full voting authority
3.88M
shares
Joint voting authority
0.00
shares
No voting authority
143.66K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFDFND | TOTAL STK MKT | 851.60K | SH | $273.20M 50.85% | 849.58K | 0.00 | 2.02K |
VANGUARD REAL ESTATE ETFDFND | REAL ESTATE ETF | 1.39M | SH | $123.08M 22.91% | 1.39M | 0.00 | 902.00 |
BRIDGEWAY OMNI SMALL CAP VALUE TAX-MANAGED ETFDFND | EA BRIDGEWAY OMN | 622.37K | SH | $15.79M 2.94% | 613.83K | 0.00 | 8.54K |
DIMENSIONAL US SUSTAINABILITY CORE 1 ETFSOLE | US SUSTAINABILTY | 375.76K | SH | $15.44M 2.87% | 375.76K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL ASOLE | CL A | 21.00 | SH | $15.08M 2.81% | 21.00 | 0.00 | 0.00 |
VANGUARD LARGE-CAP ETFSOLE | LARGE CAP ETF | 35.29K | SH | $10.55M 1.96% | 35.29K | 0.00 | 0.00 |
DUCOMMUN INC DEL COMDFND | COM | 62.23K | SH | $7.59M 1.41% | 0.00 | 0.00 | 62.23K |
ISHARES GOLD TRUSTSOLE | ISHARES NEW | 70.27K | SH | $6.19M 1.15% | 70.27K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 27.54K | SH | $5.92M 1.10% | 27.54K | 0.00 | 0.00 |
DIMENSIONAL U.S. TARGETED VALUE ETFSOLE | US TARGETED VLU | 90.02K | SH | $5.62M 1.05% | 90.02K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 17.19K | SH | $4.36M 0.81% | 2.60K | 0.00 | 14.58K |
BERKSHIRE HATHAWAY INC DEL CL B NEWDFND | CL B NEW | 7.52K | SH | $3.60M 0.67% | 6.33K | 0.00 | 1.19K |
ISHARES ESG MSCI KLD 400 ETFSOLE | ESG MSCI KLD 400 | 24.72K | SH | $3.00M 0.56% | 24.72K | 0.00 | 0.00 |
CATERPILLAR INC COMSOLE | COM | 4.12K | SH | $2.92M 0.54% | 313.00 | 0.00 | 3.80K |
VANGUARD S&P 500 ETFSOLE | S&P 500 ETF SHS | 4.49K | SH | $2.68M 0.50% | 4.49K | 0.00 | 0.00 |
NVIDIA CORPORATION COMDFND | COM | 13.72K | SH | $2.39M 0.45% | 11.45K | 0.00 | 2.27K |
AVANTIS EMERGING MARKETS VALUE ETFDFND | EMERGING MKT VAL | 36.62K | SH | $2.20M 0.41% | 34.78K | 0.00 | 1.84K |
VANGUARD MID-CAP ETFSOLE | MID CAP ETF | 7.21K | SH | $2.07M 0.39% | 7.21K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFDFND | INTL SMCP VLU | 17K | SH | $1.70M 0.32% | 15.35K | 0.00 | 1.66K |
AMAZON COM INC COMDFND | COM | 6.81K | SH | $1.42M 0.26% | 3.90K | 0.00 | 2.91K |
VANGUARD SMALL-CAP ETFSOLE | SMALL CP ETF | 5.18K | SH | $1.36M 0.25% | 5.18K | 0.00 | 0.00 |
MICROSOFT CORP COMDFND | COM | 3.65K | SH | $1.35M 0.25% | 2.73K | 0.00 | 915.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFDFND | CORE S&P TTL STK | 9.20K | SH | $1.31M 0.24% | 9.18K | 0.00 | 15.00 |
ISHARES CORE S&P 500 ETFDFND | CORE S&P500 ETF | 1.39K | SH | $908.7K 0.17% | 1.39K | 0.00 | 0.00 |
STATE STREET SPDR DOW JONES REIT ETFSOLE | STATE STREET SPD | 8.99K | SH | $908.2K 0.17% | 8.99K | 0.00 | 0.00 |