READING, PA
Allocation by class
Portfolio Concentration
Top 3 weight
21.1%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Full voting authority
1.84M
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 STAR FDSSOLE | VG TL INTL STK F | 334.56K | SH | $24.58M 11.61% | 334.56K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 105.54K | SH | $11.24M 5.31% | 105.54K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 47.77K | SH | $8.91M 4.21% | 47.77K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.71K | SH | $8.14M 3.85% | 15.71K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 31.02K | SH | $7.90M 3.73% | 31.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 29.12K | SH | $7.08M 3.35% | 29.12K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 70.87K | SH | $6.74M 3.19% | 70.87K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | DIVERSIFID CRP | 137.71K | SH | $6.56M 3.10% | 137.71K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | INV GRD CRP BD | 60.13K | SH | $5.93M 2.80% | 60.13K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 46.82K | SH | $5.00M 2.36% | 46.82K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 48.62K | SH | $4.84M 2.29% | 48.62K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 18.90K | SH | $4.15M 1.96% | 18.90K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 11.88K | SH | $3.75M 1.77% | 11.88K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.98K | SH | $3.66M 1.73% | 4.98K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 15.63K | SH | $3.62M 1.71% | 15.63K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.05K | SH | $3.43M 1.62% | 10.05K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 12.33K | SH | $3.04M 1.44% | 12.33K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 14.99K | SH | $3.02M 1.43% | 14.99K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 12.62K | SH | $2.98M 1.41% | 12.62K | 0.00 | 0.00 |
SNAP ON INCSOLE | COM | 8.04K | SH | $2.78M 1.32% | 8.04K | 0.00 | 0.00 |
ULTA BEAUTY INCSOLE | COM | 4.77K | SH | $2.61M 1.23% | 4.77K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 16.74K | SH | $2.45M 1.16% | 16.74K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 18.20K | SH | $2.44M 1.15% | 18.20K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 7.80K | SH | $2.37M 1.12% | 7.80K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 15.41K | SH | $2.37M 1.12% | 15.41K | 0.00 | 0.00 |