FORT WASHINGTON, PA
Allocation by class
Portfolio Concentration
Top 3 weight
54.7%
Top 10 weight
87.4%
Voting Authority Distribution
Total shares with voting rights: 1.09M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.09M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 511.19K | SH | $32.76M 27.22% | 0.00 | 0.00 | 511.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 52.64K | SH | $16.89M 14.03% | 0.00 | 0.00 | 52.64K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 82.45K | SH | $16.18M 13.44% | 0.00 | 0.00 | 82.45K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 31.98K | SH | $13.97M 11.61% | 0.00 | 0.00 | 31.98K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 31.87K | SH | $8.35M 6.94% | 0.00 | 0.00 | 31.87K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 136.23K | SH | $7.36M 6.12% | 0.00 | 0.00 | 136.23K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.22K | SH | $3.12M 2.59% | 0.00 | 0.00 | 5.22K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 80.66K | SH | $2.31M 1.92% | 0.00 | 0.00 | 80.66K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 26.58K | SH | $2.20M 1.83% | 0.00 | 0.00 | 26.58K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 25.31K | SH | $2.01M 1.67% | 0.00 | 0.00 | 25.31K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 14.90K | SH | $1.65M 1.37% | 0.00 | 0.00 | 14.90K |
NVIDIA CORPORATIONSOLE | COM | 6.84K | SH | $1.19M 0.99% | 0.00 | 0.00 | 6.84K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 5.18K | SH | $1.06M 0.88% | 0.00 | 0.00 | 5.18K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 20.48K | SH | $1.02M 0.85% | 0.00 | 0.00 | 20.48K |
APPLE INCSOLE | COM | 4.02K | SH | $1.02M 0.85% | 0.00 | 0.00 | 4.02K |
TESLA INCSOLE | COM | 2.48K | SH | $922.3K 0.77% | 0.00 | 0.00 | 2.48K |
AMAZON COM INCSOLE | COM | 3.73K | SH | $777.1K 0.65% | 0.00 | 0.00 | 3.73K |
ALPHABET INCSOLE | CAP STK CL C | 2.12K | SH | $608.2K 0.51% | 0.00 | 0.00 | 2.12K |
MICROSOFT CORPSOLE | COM | 1.47K | SH | $543.6K 0.45% | 0.00 | 0.00 | 1.47K |
SPDR GOLD TRSOLE | GOLD SHS | 1.16K | SH | $499.6K 0.42% | 0.00 | 0.00 | 1.16K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 2.23K | SH | $480.2K 0.40% | 0.00 | 0.00 | 2.23K |
CONSOLIDATED EDISON INCSOLE | COM | 3.97K | SH | $449.1K 0.37% | 0.00 | 0.00 | 3.97K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 10.80K | SH | $420.8K 0.35% | 0.00 | 0.00 | 10.80K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 1.33K | SH | $383.4K 0.32% | 0.00 | 0.00 | 1.33K |
PUBLIC SVC ENTERPRISE GROUPSOLE | COM | 4.33K | SH | $350.1K 0.29% | 0.00 | 0.00 | 4.33K |