HERMITAGE, PA
Allocation by class
Portfolio Concentration
Top 3 weight
21.3%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 26.32M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
26.32M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 4.05M | SH | $157.24M 8.80% | 0.00 | 0.00 | 4.05M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 3.74M | SH | $126.96M 7.10% | 0.00 | 0.00 | 3.74M |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 1.36M | SH | $96.26M 5.39% | 0.00 | 0.00 | 1.36M |
ISHARES TRSOLE | RUS 1000 ETF | 199.37K | SH | $71.09M 3.98% | 0.00 | 0.00 | 199.37K |
ISHARES TRSOLE | CORE US AGGBD ET | 700.63K | SH | $69.55M 3.89% | 0.00 | 0.00 | 700.63K |
ISHARES TRSOLE | CORE S&P500 ETF | 88.57K | SH | $57.85M 3.24% | 0.00 | 0.00 | 88.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 104.44K | SH | $50.05M 2.80% | 0.00 | 0.00 | 104.44K |
ISHARES TRSOLE | CORE S&P MCP ETF | 713.38K | SH | $48.17M 2.70% | 0.00 | 0.00 | 713.38K |
ISHARES TRSOLE | NATIONAL MUN ETF | 385.99K | SH | $40.97M 2.29% | 0.00 | 0.00 | 385.99K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 811.20K | SH | $40.47M 2.26% | 0.00 | 0.00 | 811.20K |
ISHARES TRSOLE | CORE S&P SCP ETF | 318.65K | SH | $39.61M 2.22% | 0.00 | 0.00 | 318.65K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.01M | SH | $39.48M 2.21% | 0.00 | 0.00 | 1.01M |
ISHARES TRSOLE | RUS 1000 GRW ETF | 78.36K | SH | $33.41M 1.87% | 0.00 | 0.00 | 78.36K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 509.61K | SH | $32.66M 1.83% | 0.00 | 0.00 | 509.61K |
ISHARES TRSOLE | CORE MSCI EAFE | 344.21K | SH | $31.16M 1.74% | 0.00 | 0.00 | 344.21K |
ISHARES TRSOLE | S&P 500 VAL ETF | 130.73K | SH | $27.60M 1.54% | 0.00 | 0.00 | 130.73K |
APPLE INCSOLE | COM | 99.22K | SH | $25.18M 1.41% | 0.00 | 0.00 | 99.22K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 671.73K | SH | $22.74M 1.27% | 0.00 | 0.00 | 671.73K |
ISHARES INCSOLE | CORE MSCI EMKT | 322.82K | SH | $22.52M 1.26% | 0.00 | 0.00 | 322.82K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 486.04K | SH | $21.93M 1.23% | 0.00 | 0.00 | 486.04K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 265.99K | SH | $19.59M 1.10% | 0.00 | 0.00 | 265.99K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 503.72K | SH | $17.90M 1.00% | 0.00 | 0.00 | 503.72K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 329.69K | SH | $16.69M 0.93% | 0.00 | 0.00 | 329.69K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 141.47K | SH | $16.00M 0.90% | 0.00 | 0.00 | 141.47K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 48.81K | SH | $15.66M 0.88% | 0.00 | 0.00 | 48.81K |