CANONSBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
45.6%
Top 10 weight
76.0%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.52M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 ETF | 112.59K | SH | $40.15M 21.49% | 0.00 | 0.00 | 112.59K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 356.11K | SH | $27.48M 14.71% | 0.00 | 0.00 | 356.11K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 127.05K | SH | $17.58M 9.41% | 0.00 | 0.00 | 127.05K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 67.08K | SH | $13.16M 7.05% | 0.00 | 0.00 | 67.08K |
ISHARES TRSOLE | FLTG RATE NT ETF | 212.28K | SH | $10.82M 5.79% | 0.00 | 0.00 | 212.28K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 40.64K | SH | $10.65M 5.70% | 0.00 | 0.00 | 40.64K |
ISHARES TRSOLE | MSCI EAFE ETF | 109.08K | SH | $10.60M 5.67% | 0.00 | 0.00 | 109.08K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 81.37K | SH | $4.62M 2.47% | 0.00 | 0.00 | 81.37K |
ISHARES TRSOLE | US INFRASTRUC | 65.88K | SH | $3.77M 2.02% | 0.00 | 0.00 | 65.88K |
NVIDIA CORPORATIONSOLE | COM | 18.57K | SH | $3.24M 1.73% | 0.00 | 0.00 | 18.57K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 7.01K | SH | $3.06M 1.64% | 0.00 | 0.00 | 7.01K |
ISHARES TRSOLE | NATIONAL MUN ETF | 26.65K | SH | $2.83M 1.51% | 0.00 | 0.00 | 26.65K |
MICROSOFT CORPSOLE | COM | 7.12K | SH | $2.64M 1.42% | 0.00 | 0.00 | 7.12K |
ISHARES TRSOLE | CORE MSCI INTL | 30.11K | SH | $2.52M 1.35% | 0.00 | 0.00 | 30.11K |
QUALCOMM INCSOLE | COM | 16.98K | SH | $2.19M 1.17% | 0.00 | 0.00 | 16.98K |
META PLATFORMS INCSOLE | CL A | 3.43K | SH | $1.96M 1.05% | 0.00 | 0.00 | 3.43K |
APPLE INCSOLE | COM | 7.54K | SH | $1.90M 1.02% | 0.00 | 0.00 | 7.54K |
ISHARES TRSOLE | GLB INFRASTR ETF | 17.89K | SH | $1.20M 0.64% | 0.00 | 0.00 | 17.89K |
ALPHABET INCSOLE | CAP STK CL A | 3.97K | SH | $1.14M 0.61% | 0.00 | 0.00 | 3.97K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 5.06K | SH | $1.10M 0.59% | 0.00 | 0.00 | 5.06K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 2.97K | SH | $1.00M 0.54% | 0.00 | 0.00 | 2.97K |
AMAZON COM INCSOLE | COM | 4.76K | SH | $992.4K 0.53% | 0.00 | 0.00 | 4.76K |
EXXON MOBIL CORPSOLE | COM | 5.79K | SH | $982.3K 0.53% | 0.00 | 0.00 | 5.79K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.58K | SH | $946.1K 0.51% | 0.00 | 0.00 | 1.58K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 4.37K | SH | $933.3K 0.50% | 0.00 | 0.00 | 4.37K |