PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
10.4%
Top 10 weight
25.0%
Voting Authority Distribution
Total shares with voting rights: 7.04M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.04M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 77.80K | SH | $22.51M 4.23% | 0.00 | 0.00 | 77.80K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 359.91K | SH | $18.36M 3.45% | 0.00 | 0.00 | 359.91K |
ISHARES TRSOLE | MSCI INTL QUALTY | 295.80K | SH | $14.66M 2.76% | 0.00 | 0.00 | 295.80K |
NVIDIA CORPORATIONSOLE | COM | 70.18K | SH | $14.04M 2.64% | 0.00 | 0.00 | 70.18K |
MICROSOFT CORPSOLE | COM | 32.45K | SH | $12.11M 2.28% | 0.00 | 0.00 | 32.45K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 223.05K | SH | $11.26M 2.12% | 0.00 | 0.00 | 223.05K |
ALPHABET INCSOLE | CAP STK CL A | 31.10K | SH | $11.11M 2.09% | 0.00 | 0.00 | 31.10K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 195.30K | SH | $9.88M 1.86% | 0.00 | 0.00 | 195.30K |
STRIVE INCSOLE | CL A COM | 882.09K | SH | $9.62M 1.81% | 0.00 | 0.00 | 882.09K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 43.60K | SH | $9.50M 1.79% | 0.00 | 0.00 | 43.60K |
AMAZON COM INCSOLE | COM | 35.13K | SH | $8.37M 1.58% | 0.00 | 0.00 | 35.13K |
ISHARES TRSOLE | CORE S&P500 ETF | 10.88K | SH | $8.15M 1.53% | 0.00 | 0.00 | 10.88K |
ISHARES TRSOLE | MSCI USA VALUE | 39.40K | SH | $7.87M 1.48% | 0.00 | 0.00 | 39.40K |
ALPHABET INCSOLE | CAP STK CL C | 21.20K | SH | $7.49M 1.41% | 0.00 | 0.00 | 21.20K |
ISHARES INCSOLE | CORE MSCI EMKT | 88.65K | SH | $7.34M 1.38% | 0.00 | 0.00 | 88.65K |
MICRON TECHNOLOGY INCSOLE | COM | 6.02K | SH | $6.95M 1.31% | 0.00 | 0.00 | 6.02K |
ISHARES TRSOLE | CORE MSCI EAFE | 71.63K | SH | $6.92M 1.30% | 0.00 | 0.00 | 71.63K |
TESLA INCSOLE | COM | 14.53K | SH | $6.11M 1.15% | 0.00 | 0.00 | 14.53K |
BROADCOM INCSOLE | COM | 15.86K | SH | $5.99M 1.13% | 0.00 | 0.00 | 15.86K |
JPMORGAN CHASE & COSOLE | COM | 17.44K | SH | $5.71M 1.07% | 0.00 | 0.00 | 17.44K |
META PLATFORMS INCSOLE | CL A | 9.95K | SH | $5.61M 1.05% | 0.00 | 0.00 | 9.95K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 10.45K | SH | $4.99M 0.94% | 0.00 | 0.00 | 10.45K |
APPLIED MATLS INCSOLE | COM | 6.26K | SH | $4.52M 0.85% | 0.00 | 0.00 | 6.26K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.86K | SH | $4.38M 0.82% | 0.00 | 0.00 | 5.86K |
ABBVIE INCSOLE | COM | 16.20K | SH | $4.08M 0.77% | 0.00 | 0.00 | 16.20K |