PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
12.7%
Top 10 weight
28.9%
Voting Authority Distribution
Total shares with voting rights: 5.73M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.73M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 72.50K | SH | $17.20M 5.43% | 0.00 | 0.00 | 72.50K |
ISHARES TRSOLE | MSCI INTL QUALTY | 298.14K | SH | $11.83M 3.74% | 0.00 | 0.00 | 298.14K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 219K | SH | $11.14M 3.52% | 0.00 | 0.00 | 219K |
MICROSOFT CORPSOLE | COM | 24.77K | SH | $9.27M 2.93% | 0.00 | 0.00 | 24.77K |
STRIVE INCSOLE | CL A COM | 880.57K | SH | $8.82M 2.79% | 0.00 | 0.00 | 880.57K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 47.88K | SH | $8.27M 2.61% | 0.00 | 0.00 | 47.88K |
ISHARES TRSOLE | CORE MSCI EAFE | 85.35K | SH | $6.68M 2.11% | 0.00 | 0.00 | 85.35K |
MEDICUS PHARMA LTDSOLE | COM | 1.66M | SH | $6.18M 1.95% | 0.00 | 0.00 | 1.66M |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 119.93K | SH | $6.07M 1.92% | 0.00 | 0.00 | 119.93K |
ISHARES TRSOLE | CORE S&P500 ETF | 10.68K | SH | $6.05M 1.91% | 0.00 | 0.00 | 10.68K |
AMAZON COM INCSOLE | COM | 26.07K | SH | $4.98M 1.57% | 0.00 | 0.00 | 26.07K |
NVIDIA CORPORATIONSOLE | COM | 38.49K | SH | $4.82M 1.52% | 0.00 | 0.00 | 38.49K |
ISHARES INCSOLE | CORE MSCI EMKT | 79.72K | SH | $4.32M 1.37% | 0.00 | 0.00 | 79.72K |
META PLATFORMS INCSOLE | CL A | 7.45K | SH | $4.29M 1.36% | 0.00 | 0.00 | 7.45K |
ISHARES TRSOLE | MSCI USA QLT FCT | 24.09K | SH | $4.12M 1.30% | 0.00 | 0.00 | 24.09K |
ISHARES TRSOLE | MSCI USA VALUE | 38.39K | SH | $4.09M 1.29% | 0.00 | 0.00 | 38.39K |
ALPHABET INCSOLE | CAP STK CL A | 21.81K | SH | $3.89M 1.23% | 0.00 | 0.00 | 21.81K |
JPMORGAN CHASE & COSOLE | COM | 14.72K | SH | $3.82M 1.21% | 0.00 | 0.00 | 14.72K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.01K | SH | $3.62M 1.14% | 0.00 | 0.00 | 6.01K |
TESLA INCSOLE | COM | 12.43K | SH | $3.40M 1.07% | 0.00 | 0.00 | 12.43K |
ABBVIE INCSOLE | COM | 15.02K | SH | $3.15M 1.00% | 0.00 | 0.00 | 15.02K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 51.49K | SH | $2.94M 0.93% | 0.00 | 0.00 | 51.49K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 31.42K | SH | $2.94M 0.93% | 0.00 | 0.00 | 31.42K |
HOME DEPOT INCSOLE | COM | 7.69K | SH | $2.81M 0.89% | 0.00 | 0.00 | 7.69K |
ALPHABET INCSOLE | CAP STK CL C | 17.64K | SH | $2.75M 0.87% | 0.00 | 0.00 | 17.64K |