PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
24.9%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 2.83M
Full voting authority
2.83M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | &P 500 ETF SHS | 47.27K | SH | $28.95M 10.74% | 47.27K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | L B NEW | 42.72K | SH | $21.48M 7.96% | 42.72K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | RNGSTR WDE MOAT | 168.16K | SH | $16.67M 6.18% | 168.16K | 0.00 | 0.00 |
ISHARES TRSOLE | -3 MNTH TREASRY | 133.82K | SH | $13.48M 5.00% | 133.82K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | ROWTH ETF | 23.62K | SH | $11.33M 4.20% | 23.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | ID CAP ETF | 31.69K | SH | $9.31M 3.45% | 31.69K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | S SMALLCAP FUND | 134.12K | SH | $7.49M 2.78% | 134.12K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | OTAL STK MKT | 22.13K | SH | $7.26M 2.69% | 22.13K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | NTL DVD ETF | 79.85K | SH | $7.15M 2.65% | 79.85K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | NTL EQTY ETF | 274.37K | SH | $6.39M 2.37% | 274.37K | 0.00 | 0.00 |
ISHARES TRSOLE | SCI USA MIN VOL | 63.95K | SH | $6.08M 2.26% | 63.95K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | NTL SCEQT ETF | 127.09K | SH | $5.78M 2.14% | 127.09K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | S QUAN VALUE | 105.37K | SH | $4.92M 1.82% | 105.37K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | L A LTD VT SH | 57.73K | SH | $3.96M 1.47% | 57.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MALL CP ETF | 15.22K | SH | $3.87M 1.44% | 15.22K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 11.78K | SH | $3.82M 1.42% | 11.78K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | M CP VAL ETF | 17.87K | SH | $3.73M 1.38% | 17.87K | 0.00 | 0.00 |
HARTFORD FDS EXCHANGE TRADEDSOLE | OTAL RTRN ETF | 102.74K | SH | $3.52M 1.31% | 102.74K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | S EQUITY MARKET | 48.34K | SH | $3.50M 1.30% | 48.34K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.25K | SH | $3.13M 1.16% | 6.25K | 0.00 | 0.00 |
ISHARES TRSOLE | ORE S&P500 ETF | 4.52K | SH | $3.03M 1.12% | 4.52K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | NT-TRM U.S TRES | 110.72K | SH | $2.78M 1.03% | 110.72K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | OM | 8.30K | SH | $2.76M 1.02% | 8.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | AP STK CL A | 10.44K | SH | $2.54M 0.94% | 10.44K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ORTFOLIO EMG MK | 53.01K | SH | $2.48M 0.92% | 53.01K | 0.00 | 0.00 |