DILLSBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
27.5%
Top 10 weight
56.1%
Voting Authority Distribution
Total shares with voting rights: 3.85M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.85M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 138.62K | SH | $51.29M 13.04% | 0.00 | 0.00 | 138.62K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 651.24K | SH | $32.42M 8.24% | 0.00 | 0.00 | 651.24K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 33.22K | SH | $24.46M 6.22% | 0.00 | 0.00 | 33.22K |
VANGUARD INSTL INDEX FDSOLE | 0 3 MO TR BI ETF | 312.94K | SH | $23.68M 6.02% | 0.00 | 0.00 | 312.94K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 120.03K | SH | $18.84M 4.79% | 0.00 | 0.00 | 120.03K |
MICROSOFT CORPSOLE | COM | 49.81K | SH | $18.58M 4.72% | 0.00 | 0.00 | 49.81K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 137.75K | SH | $13.87M 3.52% | 0.00 | 0.00 | 137.75K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 42.69K | SH | $12.94M 3.29% | 0.00 | 0.00 | 42.69K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 56.88K | SH | $12.40M 3.15% | 0.00 | 0.00 | 56.88K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 152.13K | SH | $12.26M 3.11% | 0.00 | 0.00 | 152.13K |
ISHARES TRSOLE | CORE S&P500 ETF | 15.31K | SH | $11.47M 2.91% | 0.00 | 0.00 | 15.31K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 253.39K | SH | $11.24M 2.86% | 0.00 | 0.00 | 253.39K |
CHIME FINL INCSOLE | COM SHS CL A | 463.31K | SH | $9.49M 2.41% | 0.00 | 0.00 | 463.31K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 21.83K | SH | $7.51M 1.91% | 0.00 | 0.00 | 21.83K |
ISHARES TRSOLE | CORE MSCI INTL | 76.23K | SH | $6.79M 1.72% | 0.00 | 0.00 | 76.23K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 133.86K | SH | $6.75M 1.71% | 0.00 | 0.00 | 133.86K |
APPLE INCSOLE | COM | 23.21K | SH | $6.72M 1.71% | 0.00 | 0.00 | 23.21K |
NVIDIA CORPORATIONSOLE | COM | 31.31K | SH | $6.26M 1.59% | 0.00 | 0.00 | 31.31K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 120.04K | SH | $6.22M 1.58% | 0.00 | 0.00 | 120.04K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 61.33K | SH | $5.91M 1.50% | 0.00 | 0.00 | 61.33K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 66.34K | SH | $5.67M 1.44% | 0.00 | 0.00 | 66.34K |
ISHARES TRSOLE | IBOXX INV CP ETF | 39.80K | SH | $4.34M 1.10% | 0.00 | 0.00 | 39.80K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 44.92K | SH | $3.45M 0.88% | 0.00 | 0.00 | 44.92K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 38.08K | SH | $3.28M 0.83% | 0.00 | 0.00 | 38.08K |
FIREFLY AEROSPACE INCSOLE | COM | 111.22K | SH | $3.27M 0.83% | 0.00 | 0.00 | 111.22K |