MONROEVILLE, PA
Allocation by class
Portfolio Concentration
Top 3 weight
19.9%
Top 10 weight
42.1%
Voting Authority Distribution
Total shares with voting rights: 6.42M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.42M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 522.76K | SH | $43.21M 8.79% | 0.00 | 0.00 | 522.76K |
ISHARES TRSOLE | CORE MSCI EAFE | 343.71K | SH | $33.20M 6.75% | 0.00 | 0.00 | 343.71K |
ISHARES INCSOLE | CORE MSCI EMKT | 261.22K | SH | $21.64M 4.40% | 0.00 | 0.00 | 261.22K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 62.78K | SH | $19.23M 3.91% | 0.00 | 0.00 | 62.78K |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 317.69K | SH | $17.96M 3.65% | 0.00 | 0.00 | 317.69K |
UBS AG LONDON BRANCHSOLE | ETRACS ALER MLP | 598.33K | SH | $17.23M 3.51% | 0.00 | 0.00 | 598.33K |
INVESCO ACTVELY MNGD ETC FDSOLE | OPTIMUM YIELD | 1.07M | SH | $17.05M 3.47% | 0.00 | 0.00 | 1.07M |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 205.10K | SH | $13.79M 2.81% | 0.00 | 0.00 | 205.10K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 203.14K | SH | $11.98M 2.44% | 0.00 | 0.00 | 203.14K |
APPLE INCSOLE | COM | 40.91K | SH | $11.84M 2.41% | 0.00 | 0.00 | 40.91K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 32.27K | SH | $11.80M 2.40% | 0.00 | 0.00 | 32.27K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 51.51K | SH | $11.39M 2.32% | 0.00 | 0.00 | 51.51K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 132.68K | SH | $10.49M 2.13% | 0.00 | 0.00 | 132.68K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 171.95K | SH | $9.29M 1.89% | 0.00 | 0.00 | 171.95K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 76.22K | SH | $9.07M 1.85% | 0.00 | 0.00 | 76.22K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 175.59K | SH | $8.22M 1.67% | 0.00 | 0.00 | 175.59K |
DBX ETF TRSOLE | XTRACK USD HIGH | 196.64K | SH | $7.18M 1.46% | 0.00 | 0.00 | 196.64K |
ANALOG DEVICES INCSOLE | COM | 17.94K | SH | $7.13M 1.45% | 0.00 | 0.00 | 17.94K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 59.15K | SH | $7.07M 1.44% | 0.00 | 0.00 | 59.15K |
FIRST TR EXCH TRADED FD IIISOLE | PFD SECS INC ETF | 390.96K | SH | $6.99M 1.42% | 0.00 | 0.00 | 390.96K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 88.05K | SH | $6.63M 1.35% | 0.00 | 0.00 | 88.05K |
ALPHABET INCSOLE | CAP STK CL A | 18.18K | SH | $6.50M 1.32% | 0.00 | 0.00 | 18.18K |
MICROSOFT CORPSOLE | COM | 17K | SH | $6.34M 1.29% | 0.00 | 0.00 | 17K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 51.38K | SH | $5.17M 1.05% | 0.00 | 0.00 | 51.38K |
JPMORGAN CHASE & COSOLE | COM | 15.54K | SH | $5.09M 1.03% | 0.00 | 0.00 | 15.54K |