CONSHOHOCKEN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
34.5%
Top 10 weight
54.0%
Voting Authority Distribution
Total shares with voting rights: 7.69M
Full voting authority
7.69M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUSSELL 3000 ETF | 503.37K | SH | $214.64M 23.51% | 503.37K | 0.00 | 0.00 |
VANECK MERK GOLD ETFSOLE | GOLD SHS | 1.32M | SH | $50.94M 5.58% | 1.32M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 66.04K | SH | $49.32M 5.40% | 66.04K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | ST STR ACWI ETF | 988.60K | SH | $40.21M 4.40% | 988.60K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 89.43K | SH | $36.62M 4.01% | 89.43K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 43.00 | SH | $32.20M 3.53% | 43.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 69.80K | SH | $25.83M 2.83% | 69.80K | 0.00 | 0.00 |
DIREXION SHARES ETF TRUSTSOLE | AUSPCE CMD STG | 450.32K | SH | $14.68M 1.61% | 450.32K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 42.89K | SH | $14.53M 1.59% | 42.89K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 179.94K | SH | $13.70M 1.50% | 179.94K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 17.80K | SH | $13.33M 1.46% | 17.80K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 451.80K | SH | $12.51M 1.37% | 451.80K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 83.97K | SH | $12.31M 1.35% | 83.97K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 157.08K | SH | $11.19M 1.23% | 157.08K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.03K | SH | $11.01M 1.21% | 16.03K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 135.57K | SH | $10.77M 1.18% | 135.57K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 33.06K | SH | $9.57M 1.05% | 33.06K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 25.76K | SH | $9.49M 1.04% | 25.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 56.97K | SH | $9.36M 1.03% | 56.97K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 45.21K | SH | $9.05M 0.99% | 45.21K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 67.65K | SH | $8.40M 0.92% | 67.65K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 106.29K | SH | $8.20M 0.90% | 106.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 23.70K | SH | $8.15M 0.89% | 23.70K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS3000IDX | 23.75K | SH | $7.87M 0.86% | 23.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 21.34K | SH | $7.63M 0.84% | 21.34K | 0.00 | 0.00 |