LANCASTER, PA
Allocation by class
Portfolio Concentration
Top 3 weight
40.2%
Top 10 weight
98.8%
Voting Authority Distribution
Total shares with voting rights: 50.15K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
50.15K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 818.00 | SH | $370.2K 17.06% | 0.00 | 0.00 | 818.00 |
PIMCO ETF TRDFND | INV GRD CRP BD | 2.63K | SH | $252.7K 11.64% | 0.00 | 0.00 | 2.63K |
SCHWAB STRATEGIC TRDFND | US AGGREGATE B | 5.43K | SH | $249.0K 11.47% | 0.00 | 0.00 | 5.43K |
INVESCO EXCHANGE TRADED FD TDFND | S&P MDCP MOMNTUM | 2.44K | SH | $237.3K 10.94% | 0.00 | 0.00 | 2.44K |
SCHWAB STRATEGIC TRDFND | US DIVIDEND EQ | 3.01K | SH | $230.0K 10.60% | 0.00 | 0.00 | 3.01K |
ISHARES TRDFND | IBONDS 24 TRM TS | 9.49K | SH | $226.3K 10.43% | 0.00 | 0.00 | 9.49K |
INVESCO ACTVELY MNGD ETC FDDFND | OPTIMUM YIELD | 15.78K | SH | $208.8K 9.62% | 0.00 | 0.00 | 15.78K |
SCHWAB STRATEGIC TRDFND | INTL EQTY ETF | 5.33K | SH | $194.8K 8.98% | 0.00 | 0.00 | 5.33K |
SCHWAB STRATEGIC TRDFND | LONG TERM US | 4.29K | SH | $143.9K 6.63% | 0.00 | 0.00 | 4.29K |
SCHWAB STRATEGIC TRDFND | INT-TRM U.S TRES | 649.00 | SH | $31.9K 1.47% | 0.00 | 0.00 | 649.00 |
VANGUARD INDEX FDSDFND | EXTEND MKT ETF | 100.00 | SH | $16.1K 0.74% | 0.00 | 0.00 | 100.00 |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 QUALITY | 165.00 | SH | $9.3K 0.43% | 0.00 | 0.00 | 165.00 |