PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
30.9%
Top 10 weight
69.2%
Voting Authority Distribution
Total shares with voting rights: 2.65M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.65M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST MID CAPSOLE | COM | 326.71K | SH | $19.35M 13.91% | 0.00 | 0.00 | 326.71K |
SPDR SERIES TRUST LARGE CAPSOLE | COM | 155.35K | SH | $11.89M 8.55% | 0.00 | 0.00 | 155.35K |
SPDR INDEX SHS EMERGING MARKETSSOLE | COM | 249.42K | SH | $11.70M 8.41% | 0.00 | 0.00 | 249.42K |
SPDR INDEX SHS DEV WORLD EX USSOLE | COM | 244.23K | SH | $11.15M 8.02% | 0.00 | 0.00 | 244.23K |
ISHARES TR CORE S&P500 ETFSOLE | COM | 14.92K | SH | $9.75M 7.01% | 0.00 | 0.00 | 14.92K |
INTEL CORPSOLE | COM | 179.53K | SH | $7.92M 5.70% | 0.00 | 0.00 | 179.53K |
VANGUARD INDEX REAL ESTATESOLE | COM | 83.72K | SH | $7.43M 5.34% | 0.00 | 0.00 | 83.72K |
VANGUARD TAX-MANAGED FDSSOLE | COM | 99.47K | SH | $6.37M 4.58% | 0.00 | 0.00 | 99.47K |
VANGUARD INDEX GLB EX US REAL ESTSOLE | COM | 129.33K | SH | $5.75M 4.13% | 0.00 | 0.00 | 129.33K |
VANGUARD INDEX MID CAPSOLE | COM | 17.09K | SH | $4.91M 3.53% | 0.00 | 0.00 | 17.09K |
VANGUARD INDEX EMERGING MKTSOLE | COM | 90.68K | SH | $4.90M 3.52% | 0.00 | 0.00 | 90.68K |
BLACKROCK FLOATING RATE INCOSOLE | COM | 392.65K | SH | $4.33M 3.11% | 0.00 | 0.00 | 392.65K |
CALAMOS CONV OPPORTUNITIES &SOLE | COM | 288.33K | SH | $3.10M 2.23% | 0.00 | 0.00 | 288.33K |
SPDR SERIES TRUST SMALL CAPSOLE | COM | 56.26K | SH | $2.72M 1.95% | 0.00 | 0.00 | 56.26K |
WISDOMTREE TR US SMALLCAP DIVDSOLE | COM | 68.29K | SH | $2.45M 1.77% | 0.00 | 0.00 | 68.29K |
EXXON MOBIL CORPSOLE | COM | 13.71K | SH | $2.33M 1.67% | 0.00 | 0.00 | 13.71K |
WISDOMTREE TR EMG MKTS SMCAPSOLE | COM | 34.49K | SH | $2.07M 1.49% | 0.00 | 0.00 | 34.49K |
WISDOMTREE TR INTL SMCAP DIVSOLE | COM | 25.21K | SH | $2.06M 1.48% | 0.00 | 0.00 | 25.21K |
CONOCOPHILLIPSSOLE | COM | 10.29K | SH | $1.36M 0.98% | 0.00 | 0.00 | 10.29K |
VANGUARD STRMINF PROT SEC INDEXSOLE | COM | 26.20K | SH | $1.31M 0.94% | 0.00 | 0.00 | 26.20K |
LINDE PLCSOLE | COM | 2.31K | SH | $1.15M 0.82% | 0.00 | 0.00 | 2.31K |
VANECK JUNIOR GOLD MINERS ETFSOLE | COM | 9.44K | SH | $1.13M 0.82% | 0.00 | 0.00 | 9.44K |
AMERICAN ELEC PWR CO INCSOLE | COM | 7.03K | SH | $921.1K 0.66% | 0.00 | 0.00 | 7.03K |
MICROSOFT CORPSOLE | COM | 2.46K | SH | $910.2K 0.65% | 0.00 | 0.00 | 2.46K |
WISDOMTREE TR US MIDCAP DIVIDSOLE | COM | 15.59K | SH | $819.1K 0.59% | 0.00 | 0.00 | 15.59K |