MECHANICSBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
50.7%
Top 10 weight
86.3%
Voting Authority Distribution
Total shares with voting rights: 7.83M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.83M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 2.59M | SH | $75.14M 21.40% | 0.00 | 0.00 | 2.59M |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 2.07M | SH | $54.92M 15.64% | 0.00 | 0.00 | 2.07M |
ISHARES TRSOLE | 7-10 YR TRSY BD | 506.24K | SH | $47.88M 13.63% | 0.00 | 0.00 | 506.24K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 777.97K | SH | $34.51M 9.83% | 0.00 | 0.00 | 777.97K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 161.66K | SH | $21.38M 6.09% | 0.00 | 0.00 | 161.66K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 51.72K | SH | $19.14M 5.45% | 0.00 | 0.00 | 51.72K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 497.49K | SH | $18.54M 5.28% | 0.00 | 0.00 | 497.49K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 200.73K | SH | $16.53M 4.71% | 0.00 | 0.00 | 200.73K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 118.42K | SH | $8.44M 2.40% | 0.00 | 0.00 | 118.42K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 165.47K | SH | $6.72M 1.91% | 0.00 | 0.00 | 165.47K |
PRAXIS FDSSOLE | IMPA LA VALU ETF | 172.36K | SH | $6.00M 1.71% | 0.00 | 0.00 | 172.36K |
PRAXIS FDSSOLE | IMPA LA GROW ETF | 148.16K | SH | $5.78M 1.65% | 0.00 | 0.00 | 148.16K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 46.73K | SH | $4.51M 1.28% | 0.00 | 0.00 | 46.73K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.03K | SH | $3.46M 0.98% | 0.00 | 0.00 | 5.03K |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 10.53K | SH | $3.01M 0.86% | 0.00 | 0.00 | 10.53K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 25.49K | SH | $2.60M 0.74% | 0.00 | 0.00 | 25.49K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 44.33K | SH | $2.58M 0.73% | 0.00 | 0.00 | 44.33K |
APPLE INCSOLE | COM | 8.62K | SH | $2.49M 0.71% | 0.00 | 0.00 | 8.62K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 38.39K | SH | $2.29M 0.65% | 0.00 | 0.00 | 38.39K |
NORTHERN LTS FD TR IVSOLE | INSPIRE INTL ETF | 52.09K | SH | $1.99M 0.57% | 0.00 | 0.00 | 52.09K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 4.96K | SH | $1.39M 0.40% | 0.00 | 0.00 | 4.96K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.54K | SH | $1.15M 0.33% | 0.00 | 0.00 | 1.54K |
EXXON MOBIL CORPSOLE | COM | 6.38K | SH | $872.9K 0.25% | 0.00 | 0.00 | 6.38K |
MCCORMICK & CO INCSOLE | COM NON VTG | 16.92K | SH | $853.0K 0.24% | 0.00 | 0.00 | 16.92K |
NORTHERN LTS FD TR IVSOLE | INSPIRE CORP BD | 29.55K | SH | $702.3K 0.20% | 0.00 | 0.00 | 29.55K |