PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
37.9%
Top 10 weight
74.6%
Voting Authority Distribution
Total shares with voting rights: 2.89M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.89M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTEL CORPSOLE | COM | 233.65K | SH | $28.09M 16.46% | 0.00 | 0.00 | 233.65K |
SPDR SERIES TRUST MID CAPSOLE | COM | 367.75K | SH | $23.18M 13.58% | 0.00 | 0.00 | 367.75K |
SPDR SERIES TRUST LARGE CAPSOLE | COM | 148.88K | SH | $13.36M 7.83% | 0.00 | 0.00 | 148.88K |
SPDR INDEX SHS EMERGING MARKETSSOLE | COM | 250.39K | SH | $12.96M 7.59% | 0.00 | 0.00 | 250.39K |
SPDR INDEX SHS DEV WORLD EX USSOLE | COM | 237.13K | SH | $11.91M 6.98% | 0.00 | 0.00 | 237.13K |
ISHARES TR CORE S&P500 ETFSOLE | COM | 13.89K | SH | $10.64M 6.23% | 0.00 | 0.00 | 13.89K |
VANGUARD INDEX REAL ESTATE ETFSOLE | COM | 99.05K | SH | $8.88M 5.20% | 0.00 | 0.00 | 99.05K |
VANGUARD TAX-MANAGED FDSSOLE | COM | 97.29K | SH | $6.87M 4.02% | 0.00 | 0.00 | 97.29K |
VANGUARD INTL EQUITY INDEX FSOLE | COM | 144.43K | SH | $6.14M 3.60% | 0.00 | 0.00 | 144.43K |
VANGUARD INDEX MRNGSTR MID CAPSOLE | COM | 67.19K | SH | $5.27M 3.09% | 0.00 | 0.00 | 67.19K |
VANGUARD INTL EQUITY INDEX FSOLE | COM | 87.43K | SH | $5.19M 3.04% | 0.00 | 0.00 | 87.43K |
BLACKROCK FLOATING RATE INCOSOLE | COM | 473.54K | SH | $4.99M 2.92% | 0.00 | 0.00 | 473.54K |
CALAMOS CONV OPPORTUNITIES &SOLE | COM | 298.59K | SH | $3.41M 2.00% | 0.00 | 0.00 | 298.59K |
SPDR SERIES TRUST SMALL CAPSOLE | COM | 53.19K | SH | $2.81M 1.65% | 0.00 | 0.00 | 53.19K |
WISDOMTREE TR US SMALLCAP DIVDSOLE | COM | 71.38K | SH | $2.71M 1.58% | 0.00 | 0.00 | 71.38K |
EXXONMOBIL HOLDINGS CORPSOLE | COM | 13.71K | SH | $2.23M 1.31% | 0.00 | 0.00 | 13.71K |
WISDOMTREE TR INTL SMCAP DIVSOLE | COM | 25.50K | SH | $2.22M 1.30% | 0.00 | 0.00 | 25.50K |
WISDOMTREE TR EMG MKTS SMCAPSOLE | COM | 34.84K | SH | $2.20M 1.29% | 0.00 | 0.00 | 34.84K |
CONOCOPHILLIPSSOLE | COM | 10.24K | SH | $1.28M 0.75% | 0.00 | 0.00 | 10.24K |
MICROSOFT CORPSOLE | COM | 2.45K | SH | $1.26M 0.74% | 0.00 | 0.00 | 2.45K |
ISHARES TR ISHS 1-5YR INVSSOLE | COM | 21.49K | SH | $1.10M 0.65% | 0.00 | 0.00 | 21.49K |
LINDE PLCSOLE | COM | 2.31K | SH | $1.10M 0.64% | 0.00 | 0.00 | 2.31K |
PHILLIPS 66SOLE | COM | 3.99K | SH | $1.02M 0.60% | 0.00 | 0.00 | 3.99K |
VANGUARD INDEX MRNGSTR TTL STKSOLE | COM | 2.55K | SH | $952.8K 0.56% | 0.00 | 0.00 | 2.55K |
AMERICAN ELEC PWR CO INCSOLE | COM | 7.03K | SH | $833.7K 0.49% | 0.00 | 0.00 | 7.03K |