LANCASTER, PA
Allocation by class
Portfolio Concentration
Top 3 weight
22.2%
Top 10 weight
54.6%
Voting Authority Distribution
Total shares with voting rights: 9.84M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.84M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 408.30K | SH | $80.11M 8.16% | 0.00 | 0.00 | 408.30K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 374.37K | SH | $68.99M 7.02% | 0.00 | 0.00 | 374.37K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 317.35K | SH | $68.94M 7.02% | 0.00 | 0.00 | 317.35K |
ISHARES TRSOLE | RUS MD CP GR ETF | 431.03K | SH | $55.22M 5.62% | 0.00 | 0.00 | 431.03K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 124.63K | SH | $53.14M 5.41% | 0.00 | 0.00 | 124.63K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.67M | SH | $50.09M 5.10% | 0.00 | 0.00 | 1.67M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 470.79K | SH | $46.09M 4.69% | 0.00 | 0.00 | 470.79K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 139.71K | SH | $42.23M 4.30% | 0.00 | 0.00 | 139.71K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 418.32K | SH | $40.42M 4.11% | 0.00 | 0.00 | 418.32K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 323.90K | SH | $30.63M 3.12% | 0.00 | 0.00 | 323.90K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 498.94K | SH | $28.23M 2.87% | 0.00 | 0.00 | 498.94K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 106.27K | SH | $27.35M 2.78% | 0.00 | 0.00 | 106.27K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 327.77K | SH | $25.98M 2.65% | 0.00 | 0.00 | 327.77K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 170.68K | SH | $24.87M 2.53% | 0.00 | 0.00 | 170.68K |
ISHARES TRSOLE | CRE U S REIT ETF | 399.01K | SH | $23.62M 2.40% | 0.00 | 0.00 | 399.01K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 240.52K | SH | $21.33M 2.17% | 0.00 | 0.00 | 240.52K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 307.92K | SH | $19.73M 2.01% | 0.00 | 0.00 | 307.92K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 244.31K | SH | $19.24M 1.96% | 0.00 | 0.00 | 244.31K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 218.91K | SH | $18.64M 1.90% | 0.00 | 0.00 | 218.91K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 194.20K | SH | $18.64M 1.90% | 0.00 | 0.00 | 194.20K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 362.63K | SH | $17.01M 1.73% | 0.00 | 0.00 | 362.63K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 38.38K | SH | $16.76M 1.71% | 0.00 | 0.00 | 38.38K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 360.38K | SH | $16.45M 1.67% | 0.00 | 0.00 | 360.38K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 143.74K | SH | $16.26M 1.66% | 0.00 | 0.00 | 143.74K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 233.70K | SH | $11.11M 1.13% | 0.00 | 0.00 | 233.70K |