CONSHOHOCKEN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
53.1%
Top 10 weight
76.5%
Voting Authority Distribution
Total shares with voting rights: 40.20M
Full voting authority
40.20M
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 | GROWTH ETF | 2.50M | SH | $1.09B 22.41% | 2.50M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 5.24M | SH | $1.03B 21.11% | 5.24M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 5.36M | SH | $464.17M 9.54% | 5.36M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 4.64M | SH | $419.64M 8.62% | 4.64M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 2.51M | SH | $174.96M 3.59% | 2.51M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 1.33M | SH | $132.14M 2.71% | 1.33M | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 5.10M | SH | $116.92M 2.40% | 5.10M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 488.48K | SH | $106.12M 2.18% | 488.48K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 316.58K | SH | $95.69M 1.97% | 316.58K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 157.88K | SH | $94.34M 1.94% | 157.88K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 118.77K | SH | $77.24M 1.59% | 118.77K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 767.71K | SH | $72.89M 1.50% | 767.71K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 937.63K | SH | $72.04M 1.48% | 937.63K | 0.00 | 0.00 |
LATTICE STRATEGIES TRSOLE | HARTFORD MLT ETF | 1.77M | SH | $69.77M 1.43% | 1.77M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 410.59K | SH | $56.81M 1.17% | 410.59K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 227.63K | SH | $55.64M 1.14% | 227.63K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 130.65K | SH | $48.43M 0.99% | 130.65K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 529.72K | SH | $40.85M 0.84% | 529.72K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 158.40K | SH | $40.20M 0.83% | 158.40K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 34.28K | SH | $22.39M 0.46% | 34.28K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 66.97K | SH | $21.49M 0.44% | 66.97K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 240.92K | SH | $21.24M 0.44% | 240.92K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 28.00 | SH | $20.11M 0.41% | 28.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 173.35K | SH | $19.46M 0.40% | 173.35K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE SML CP ETF | 241.78K | SH | $18.96M 0.39% | 241.78K | 0.00 | 0.00 |