CAMP HILL, PA
Allocation by class
Portfolio Concentration
Top 3 weight
41.8%
Top 10 weight
74.0%
Voting Authority Distribution
Total shares with voting rights: 1.62M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.62M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 123.22K | SH | $26.49M 15.53% | 0.00 | 0.00 | 123.22K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 278.45K | SH | $26.22M 15.37% | 0.00 | 0.00 | 278.45K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 150.10K | SH | $18.58M 10.90% | 0.00 | 0.00 | 150.10K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 150.94K | SH | $15.96M 9.36% | 0.00 | 0.00 | 150.94K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 106.99K | SH | $8.77M 5.14% | 0.00 | 0.00 | 106.99K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.73K | SH | $8.10M 4.75% | 0.00 | 0.00 | 11.73K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 74.54K | SH | $7.10M 4.16% | 0.00 | 0.00 | 74.54K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 59.73K | SH | $6.00M 3.52% | 0.00 | 0.00 | 59.73K |
ISHARES TRSOLE | MSCI USA MIN ETF | 51.86K | SH | $5.08M 2.98% | 0.00 | 0.00 | 51.86K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 77.59K | SH | $3.91M 2.29% | 0.00 | 0.00 | 77.59K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 23.56K | SH | $3.01M 1.77% | 0.00 | 0.00 | 23.56K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 56.90K | SH | $2.90M 1.70% | 0.00 | 0.00 | 56.90K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2028 MUNI | 113.42K | SH | $2.66M 1.56% | 0.00 | 0.00 | 113.42K |
ISHARES TRSOLE | MBS ETF | 19.98K | SH | $1.88M 1.10% | 0.00 | 0.00 | 19.98K |
APPLE INCSOLE | COM | 4.49K | SH | $1.40M 0.82% | 0.00 | 0.00 | 4.49K |
ALTRIA GROUP INCSOLE | COM | 18.97K | SH | $1.36M 0.80% | 0.00 | 0.00 | 18.97K |
VISA INCSOLE | COM CL A | 3.67K | SH | $1.31M 0.77% | 0.00 | 0.00 | 3.67K |
CARDINAL HEALTH INCSOLE | COM | 5.45K | SH | $1.29M 0.76% | 0.00 | 0.00 | 5.45K |
ISHARES TRSOLE | CORE US AGGBD ET | 11.60K | SH | $1.14M 0.67% | 0.00 | 0.00 | 11.60K |
WW GRAINGER INCSOLE | COM | 834.00 | SH | $1.14M 0.67% | 0.00 | 0.00 | 834.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 2.03K | SH | $1.08M 0.64% | 0.00 | 0.00 | 2.03K |
NVIDIA CORPORATIONSOLE | COM | 5.54K | SH | $1.08M 0.63% | 0.00 | 0.00 | 5.54K |
ADOBE INCSOLE | COM | 4.93K | SH | $1.08M 0.63% | 0.00 | 0.00 | 4.93K |
MCKESSON CORPSOLE | COM | 1.34K | SH | $1.05M 0.62% | 0.00 | 0.00 | 1.34K |
COLGATE PALMOLIVE COSOLE | COM | 10.97K | SH | $1.02M 0.60% | 0.00 | 0.00 | 10.97K |