BETHLEHEM, PA
Allocation by class
Portfolio Concentration
Top 3 weight
32.9%
Top 10 weight
60.4%
Voting Authority Distribution
Total shares with voting rights: 3.97M
Full voting authority
3.97M
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 |
|---|---|---|---|---|---|---|---|
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 1.14M | SH | $28.12M 12.38% | 1.14M | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 37.75K | SH | $24.66M 10.86% | 37.75K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 266.11K | SH | $22.02M 9.70% | 266.11K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 466.36K | SH | $11.96M 5.27% | 466.36K | 0.00 | 0.00 |
JPMORGAN ACTIVE VALUE ETFSOLE | ETF | 145.47K | SH | $10.44M 4.60% | 145.47K | 0.00 | 0.00 |
VANGUARD MID-CAP ETFSOLE | ETF | 30.43K | SH | $8.74M 3.85% | 30.43K | 0.00 | 0.00 |
JPMORGAN ACTIVE GROWTH ETFSOLE | ETF | 97.92K | SH | $8.28M 3.64% | 97.92K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 277.77K | SH | $8.09M 3.56% | 277.77K | 0.00 | 0.00 |
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFSOLE | ETF | 218.28K | SH | $7.54M 3.32% | 218.28K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFSOLE | ETF | 157.62K | SH | $7.37M 3.24% | 157.62K | 0.00 | 0.00 |
JPMORGAN MUNICIPAL ETFSOLE | ETF | 140.51K | SH | $7.02M 3.09% | 140.51K | 0.00 | 0.00 |
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 119.73K | SH | $6.25M 2.75% | 119.73K | 0.00 | 0.00 |
VANGUARD SMALL-CAP ETFSOLE | ETF | 20.14K | SH | $5.27M 2.32% | 20.14K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 22.70K | SH | $3.96M 1.74% | 22.70K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 12.81K | SH | $3.25M 1.43% | 12.81K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 16.38K | SH | $3.21M 1.42% | 16.38K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHS COMSOLE | Stock | 12.45K | SH | $3.02M 1.33% | 12.45K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 7.50K | SH | $2.78M 1.22% | 7.50K | 0.00 | 0.00 |
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSOLE | ETF | 102.77K | SH | $2.56M 1.13% | 102.77K | 0.00 | 0.00 |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFSOLE | ETF | 45.39K | SH | $2.27M 1.00% | 45.39K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 10.70K | SH | $2.23M 0.98% | 10.70K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 25.85K | SH | $2.05M 0.90% | 25.85K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETFSOLE | ETF | 42.02K | SH | $1.66M 0.73% | 42.02K | 0.00 | 0.00 |
DIMENSIONAL US SMALL CAP VALUE ETFSOLE | ETF | 45.64K | SH | $1.60M 0.70% | 45.64K | 0.00 | 0.00 |
ISHARES CORE TOTAL USD BOND MARKET ETFSOLE | ETF | 31.51K | SH | $1.46M 0.64% | 31.51K | 0.00 | 0.00 |