DILLSBURG, PA
Allocation by class
Portfolio Concentration
Top 3 weight
29.1%
Top 10 weight
56.7%
Voting Authority Distribution
Total shares with voting rights: 3.55M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.55M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 134.52K | SH | $43.16M 12.89% | 0.00 | 0.00 | 134.52K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 660.08K | SH | $32.86M 9.82% | 0.00 | 0.00 | 660.08K |
VANGUARD INSTL INDEX FDSOLE | 0-3 MO TREAS BIL | 281.80K | SH | $21.32M 6.37% | 0.00 | 0.00 | 281.80K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 32.08K | SH | $18.52M 5.53% | 0.00 | 0.00 | 32.08K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 116.59K | SH | $16.13M 4.82% | 0.00 | 0.00 | 116.59K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 150.36K | SH | $15.14M 4.52% | 0.00 | 0.00 | 150.36K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 58.75K | SH | $11.53M 3.44% | 0.00 | 0.00 | 58.75K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 40.20K | SH | $10.53M 3.15% | 0.00 | 0.00 | 40.20K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 35.84K | SH | $10.29M 3.07% | 0.00 | 0.00 | 35.84K |
ISHARES TRSOLE | CORE S&P500 ETF | 15.68K | SH | $10.24M 3.06% | 0.00 | 0.00 | 15.68K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 260.24K | SH | $10.11M 3.02% | 0.00 | 0.00 | 260.24K |
CHIME FINL INCSOLE | COM SHS CL A | 373.22K | SH | $6.99M 2.09% | 0.00 | 0.00 | 373.22K |
ISHARES TRSOLE | CORE MSCI INTL | 76.40K | SH | $6.39M 1.91% | 0.00 | 0.00 | 76.40K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 20.27K | SH | $6.06M 1.81% | 0.00 | 0.00 | 20.27K |
APPLE INCSOLE | COM | 23.33K | SH | $5.92M 1.77% | 0.00 | 0.00 | 23.33K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 120.75K | SH | $5.51M 1.65% | 0.00 | 0.00 | 120.75K |
NVIDIA CORPORATIONSOLE | COM | 31.15K | SH | $5.43M 1.62% | 0.00 | 0.00 | 31.15K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 68.54K | SH | $5.28M 1.58% | 0.00 | 0.00 | 68.54K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 112.04K | SH | $5.26M 1.57% | 0.00 | 0.00 | 112.04K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 56.14K | SH | $4.98M 1.49% | 0.00 | 0.00 | 56.14K |
ISHARES TRSOLE | IBOXX INV CP ETF | 40.43K | SH | $4.41M 1.32% | 0.00 | 0.00 | 40.43K |
FIREFLY AEROSPACE INCSOLE | COM | 148.29K | SH | $4.22M 1.26% | 0.00 | 0.00 | 148.29K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 46.23K | SH | $3.57M 1.07% | 0.00 | 0.00 | 46.23K |
MICROSOFT CORPSOLE | COM | 7.97K | SH | $2.95M 0.88% | 0.00 | 0.00 | 7.97K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6.37K | SH | $2.78M 0.83% | 0.00 | 0.00 | 6.37K |