STATE COLLEGE, PA
Allocation by class
Portfolio Concentration
Top 3 weight
28.0%
Top 10 weight
61.0%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Full voting authority
1.52M
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 INDEX FDSSOLE | TOTAL STK MKT | 56.55K | SH | $20.93M 10.82% | 56.55K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 55.55K | SH | $16.84M 8.70% | 55.55K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 330.62K | SH | $16.46M 8.51% | 330.62K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.16K | SH | $15.90M 8.22% | 23.16K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 138.07K | SH | $11.12M 5.75% | 138.07K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 106.15K | SH | $9.33M 4.82% | 106.15K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 104.43K | SH | $8.93M 4.61% | 104.43K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 31.56K | SH | $7.47M 3.86% | 31.56K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.75K | SH | $6.00M 3.10% | 20.75K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 102.77K | SH | $4.96M 2.56% | 102.77K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI KLD ETF | 34.48K | SH | $4.91M 2.54% | 34.48K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 10.16K | SH | $4.33M 2.24% | 10.16K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 15.77K | SH | $4.32M 2.23% | 15.77K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 31.29K | SH | $4.14M 2.14% | 31.29K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 40.69K | SH | $4.10M 2.12% | 40.69K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 9K | SH | $3.10M 1.60% | 9K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 4.19K | SH | $3.09M 1.60% | 4.19K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11K | SH | $2.40M 1.24% | 11K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 11.73K | SH | $1.85M 0.96% | 11.73K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 18.01K | SH | $1.64M 0.85% | 18.01K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 19.73K | SH | $1.62M 0.84% | 19.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.15K | SH | $1.61M 0.83% | 2.15K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 26K | SH | $1.55M 0.80% | 26K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 12.61K | SH | $1.51M 0.78% | 12.61K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 20.88K | SH | $1.49M 0.77% | 20.88K | 0.00 | 0.00 |