LEOLA, PA
Allocation by class
Portfolio Concentration
Top 3 weight
48.2%
Top 10 weight
80.6%
Voting Authority Distribution
Total shares with voting rights: 1.97M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.97M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARESSOLE | COM | 132.23K | SH | $42.42M 22.06% | 0.00 | 0.00 | 132.23K |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSOLE | COM | 276.65K | SH | $29.46M 15.32% | 0.00 | 0.00 | 276.65K |
VANGUARD CORE BOND ETFSOLE | COM | 268.31K | SH | $20.76M 10.80% | 0.00 | 0.00 | 268.31K |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARESSOLE | COM | 90.19K | SH | $13.36M 6.94% | 0.00 | 0.00 | 90.19K |
VANGUARD 0-3 MONTH TREASURY BILL ETFSOLE | COM | 157.50K | SH | $11.91M 6.20% | 0.00 | 0.00 | 157.50K |
VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARESSOLE | COM | 84.48K | SH | $9.27M 4.82% | 0.00 | 0.00 | 84.48K |
ALERIAN ENERGY INFRASTRUCTURE ETFSOLE | COM | 241.52K | SH | $9.23M 4.80% | 0.00 | 0.00 | 241.52K |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFSOLE | COM | 301.02K | SH | $8.38M 4.36% | 0.00 | 0.00 | 301.02K |
VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESSOLE | COM | 12.90K | SH | $5.26M 2.73% | 0.00 | 0.00 | 12.90K |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARESSOLE | COM | 53.22K | SH | $5.02M 2.61% | 0.00 | 0.00 | 53.22K |
VANGUARD S&P 500 ETFSOLE | COM | 4.46K | SH | $2.67M 1.39% | 0.00 | 0.00 | 4.46K |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARESSOLE | COM | 3.36K | SH | $2.35M 1.22% | 0.00 | 0.00 | 3.36K |
APPLE INCSOLE | COM | 6.57K | SH | $1.67M 0.87% | 0.00 | 0.00 | 6.57K |
EQUINIX INC REITSOLE | COM | 1.52K | SH | $1.49M 0.77% | 0.00 | 0.00 | 1.52K |
MICROSOFT CORPSOLE | COM | 3.69K | SH | $1.36M 0.71% | 0.00 | 0.00 | 3.69K |
NVIDIA CORPSOLE | COM | 7.51K | SH | $1.31M 0.68% | 0.00 | 0.00 | 7.51K |
EATON VANCE TOTAL RETURNBOND ETFSOLE | COM | 24.92K | SH | $1.26M 0.66% | 0.00 | 0.00 | 24.92K |
ALPHABET INC CLASS CLASS ASOLE | COM | 4.12K | SH | $1.18M 0.62% | 0.00 | 0.00 | 4.12K |
AMAZON.COM INCSOLE | COM | 5.23K | SH | $1.09M 0.57% | 0.00 | 0.00 | 5.23K |
ISHARES RUSSELL 3000 ETFSOLE | COM | 2.92K | SH | $1.08M 0.56% | 0.00 | 0.00 | 2.92K |
PROLOGIS INC REITSOLE | COM | 6.34K | SH | $838.3K 0.44% | 0.00 | 0.00 | 6.34K |
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETFSOLE | COM | 16.16K | SH | $758.1K 0.39% | 0.00 | 0.00 | 16.16K |
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARESSOLE | COM | 12.87K | SH | $695.9K 0.36% | 0.00 | 0.00 | 12.87K |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | COM | 8.72K | SH | $667.6K 0.35% | 0.00 | 0.00 | 8.72K |
NETFLIX INCSOLE | COM | 6.90K | SH | $663.5K 0.35% | 0.00 | 0.00 | 6.90K |