PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
61.2%
Top 10 weight
93.4%
Voting Authority Distribution
Total shares with voting rights: 3.04M
Full voting authority
118.78K
shares
Joint voting authority
0.00
shares
No voting authority
2.92M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 527.96K | SH | $57.91M 23.03% | 14.80K | 0.00 | 513.16K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 615.77K | SH | $57.72M 22.96% | 17.67K | 0.00 | 598.10K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 58.81K | SH | $38.25M 15.21% | 964.00 | 0.00 | 57.85K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 1.40M | SH | $34.80M 13.84% | 32.51K | 0.00 | 1.36M |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 88.67K | SH | $19.07M 7.58% | 1.49K | 0.00 | 87.18K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 30.51K | SH | $7.85M 3.12% | 65.00 | 0.00 | 30.45K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 22.07K | SH | $6.51M 2.59% | 0.00 | 0.00 | 22.07K |
FIRST TR EXCHANGE-TRADED ALPSOLE | COM SHS | 42.48K | SH | $5.07M 2.02% | 5.02K | 0.00 | 37.46K |
ISHARES TRSOLE | MSCI ACWI EX US | 63.30K | SH | $4.33M 1.72% | 0.00 | 0.00 | 63.30K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 22.05K | SH | $3.21M 1.28% | 2.49K | 0.00 | 19.56K |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUN | 96.58K | SH | $2.33M 0.93% | 40.80K | 0.00 | 55.78K |
ISHARES TRSOLE | RUS MID CAP ETF | 14.77K | SH | $1.44M 0.57% | 0.00 | 0.00 | 14.77K |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 3.03K | SH | $1.40M 0.56% | 0.00 | 0.00 | 3.03K |
AMAZON COM INCSOLE | COM | 6.72K | SH | $1.40M 0.56% | 204.00 | 0.00 | 6.52K |
ALPHABET INCSOLE | CAP STK CL C | 4.59K | SH | $1.32M 0.52% | 439.00 | 0.00 | 4.15K |
APPLE INCSOLE | COM | 4.13K | SH | $1.05M 0.42% | 363.00 | 0.00 | 3.77K |
NVIDIA CORPORATIONSOLE | COM | 4.94K | SH | $862.1K 0.34% | 694.00 | 0.00 | 4.25K |
ALPHABET INCSOLE | CAP STK CL A | 2.97K | SH | $853.5K 0.34% | 0.00 | 0.00 | 2.97K |
LOCKHEED MARTIN CORPSOLE | COM | 1.22K | SH | $735.5K 0.29% | 0.00 | 0.00 | 1.22K |
SPDR GOLD TRSOLE | GOLD SHS | 1.70K | SH | $729.3K 0.29% | 0.00 | 0.00 | 1.70K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.38K | SH | $660.8K 0.26% | 0.00 | 0.00 | 1.38K |
PNC FINL SVCS GROUP INCSOLE | COM | 2.95K | SH | $613.7K 0.24% | 463.00 | 0.00 | 2.49K |
TESLA INCSOLE | COM | 1.46K | SH | $541.3K 0.22% | 312.00 | 0.00 | 1.14K |
APPLIED MATLS INCSOLE | COM | 1.58K | SH | $539.0K 0.21% | 184.00 | 0.00 | 1.39K |
META PLATFORMS INCSOLE | CL A | 801.00 | SH | $458.3K 0.18% | 100.00 | 0.00 | 701.00 |