HERMITAGE, PA
Allocation by class
Portfolio Concentration
Top 3 weight
22.3%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 27.49M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
27.49M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 4.52M | SH | $200.31M 9.99% | 0.00 | 0.00 | 4.52M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 3.74M | SH | $137.91M 6.88% | 0.00 | 0.00 | 3.74M |
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 1.33M | SH | $109.28M 5.45% | 0.00 | 0.00 | 1.33M |
ISHARES TRSOLE | RUS 1000 ETF | 196.25K | SH | $80.37M 4.01% | 0.00 | 0.00 | 196.25K |
ISHARES TRSOLE | CORE US AGGBD ET | 741.88K | SH | $73.43M 3.66% | 0.00 | 0.00 | 741.88K |
ISHARES TRSOLE | CORE S&P500 ETF | 92.72K | SH | $69.44M 3.46% | 0.00 | 0.00 | 92.72K |
ISHARES TRSOLE | CORE S&P MCP ETF | 724.21K | SH | $55.84M 2.78% | 0.00 | 0.00 | 724.21K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 103.12K | SH | $51.60M 2.57% | 0.00 | 0.00 | 103.12K |
ISHARES TRSOLE | CORE S&P SCP ETF | 315.97K | SH | $46.86M 2.34% | 0.00 | 0.00 | 315.97K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.07M | SH | $44.04M 2.20% | 0.00 | 0.00 | 1.07M |
ISHARES TRSOLE | NATIONAL MUN ETF | 387.66K | SH | $41.72M 2.08% | 0.00 | 0.00 | 387.66K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 823.71K | SH | $41.66M 2.08% | 0.00 | 0.00 | 823.71K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 308.51K | SH | $38.31M 1.91% | 0.00 | 0.00 | 308.51K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 508.23K | SH | $36.21M 1.81% | 0.00 | 0.00 | 508.23K |
ISHARES TRSOLE | CORE MSCI EAFE | 342.64K | SH | $33.09M 1.65% | 0.00 | 0.00 | 342.64K |
ISHARES TRSOLE | S&P 500 VAL ETF | 124.89K | SH | $28.36M 1.41% | 0.00 | 0.00 | 124.89K |
APPLE INCSOLE | COM | 97.67K | SH | $28.26M 1.41% | 0.00 | 0.00 | 97.67K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 692.70K | SH | $27.85M 1.39% | 0.00 | 0.00 | 692.70K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 498.32K | SH | $25.76M 1.28% | 0.00 | 0.00 | 498.32K |
ISHARES INCSOLE | CORE MSCI EMKT | 308.99K | SH | $25.60M 1.28% | 0.00 | 0.00 | 308.99K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 680.15K | SH | $25.34M 1.26% | 0.00 | 0.00 | 680.15K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 268.92K | SH | $19.74M 0.98% | 0.00 | 0.00 | 268.92K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 136.64K | SH | $18.79M 0.94% | 0.00 | 0.00 | 136.64K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 48.94K | SH | $18.11M 0.90% | 0.00 | 0.00 | 48.94K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 337.39K | SH | $17.06M 0.85% | 0.00 | 0.00 | 337.39K |