ALLENTOWN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
45.2%
Top 10 weight
78.5%
Voting Authority Distribution
Total shares with voting rights: 8.17M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.17M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. BROAD MARKET ETFSOLE | ETF | 4.02M | SH | $100.85M 26.65% | 0.00 | 0.00 | 4.02M |
AVANTIS EMERGING MARKETS EQUITY ETFSOLE | ETF | 465.31K | SH | $37.49M 9.91% | 0.00 | 0.00 | 465.31K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 507.52K | SH | $32.52M 8.59% | 0.00 | 0.00 | 507.52K |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | ETF | 232.53K | SH | $25.69M 6.79% | 0.00 | 0.00 | 232.53K |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFSOLE | ETF | 241.47K | SH | $24.11M 6.37% | 0.00 | 0.00 | 241.47K |
ISHARES NATIONAL MUNI BOND ETFSOLE | ETF | 175.35K | SH | $18.61M 4.92% | 0.00 | 0.00 | 175.35K |
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSOLE | ETF | 701.71K | SH | $17.48M 4.62% | 0.00 | 0.00 | 701.71K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 22.22K | SH | $14.45M 3.82% | 0.00 | 0.00 | 22.22K |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 162.81K | SH | $13.47M 3.56% | 0.00 | 0.00 | 162.81K |
ISHARES GLOBAL REIT ETFSOLE | ETF | 491.03K | SH | $12.35M 3.26% | 0.00 | 0.00 | 491.03K |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 236.48K | SH | $11.36M 3.00% | 0.00 | 0.00 | 236.48K |
PIMCO INTERMED MUNI BONDSOLE | ETF | 180.64K | SH | $9.43M 2.49% | 0.00 | 0.00 | 180.64K |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSOLE | ETF | 55.10K | SH | $5.87M 1.55% | 0.00 | 0.00 | 55.10K |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 69.89K | SH | $5.54M 1.46% | 0.00 | 0.00 | 69.89K |
ISHARES MSCI EAFE ETFSOLE | ETF | 33.73K | SH | $3.28M 0.87% | 0.00 | 0.00 | 33.73K |
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFSOLE | ETF | 68.78K | SH | $3.21M 0.85% | 0.00 | 0.00 | 68.78K |
ISHARES CORE HIGH DIVIDEND ETFSOLE | ETF | 22.10K | SH | $3.00M 0.79% | 0.00 | 0.00 | 22.10K |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 27.41K | SH | $2.48M 0.66% | 0.00 | 0.00 | 27.41K |
APPLE INC COMSOLE | Stock | 8.58K | SH | $2.18M 0.58% | 0.00 | 0.00 | 8.58K |
VANGUARD SMALL-CAP ETFSOLE | ETF | 8.10K | SH | $2.12M 0.56% | 0.00 | 0.00 | 8.10K |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 3.32K | SH | $1.91M 0.51% | 0.00 | 0.00 | 3.32K |
MICROSOFT CORP COMSOLE | Stock | 4.45K | SH | $1.65M 0.44% | 0.00 | 0.00 | 4.45K |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 4.91K | SH | $1.58M 0.42% | 0.00 | 0.00 | 4.91K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 26.66K | SH | $1.44M 0.38% | 0.00 | 0.00 | 26.66K |
BROADCOM INC COMSOLE | Stock | 4.11K | SH | $1.27M 0.34% | 0.00 | 0.00 | 4.11K |