WEST CHESTER, PA
Allocation by class
Portfolio Concentration
Top 3 weight
50.0%
Top 10 weight
91.4%
Voting Authority Distribution
Total shares with voting rights: 954.83K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
954.83K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 82.87K | SH | $27.78M 26.07% | 0.00 | 0.00 | 82.87K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 198.76K | SH | $14.99M 14.07% | 0.00 | 0.00 | 198.76K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 142.34K | SH | $10.54M 9.89% | 0.00 | 0.00 | 142.34K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 139.65K | SH | $10.27M 9.64% | 0.00 | 0.00 | 139.65K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 185.61K | SH | $8.97M 8.42% | 0.00 | 0.00 | 185.61K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.14K | SH | $8.24M 7.73% | 0.00 | 0.00 | 13.14K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 75K | SH | $7.53M 7.06% | 0.00 | 0.00 | 75K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 19.40K | SH | $4.06M 3.81% | 0.00 | 0.00 | 19.40K |
SCHWAB STRATEGIC TRSOLE | GOVERNMENT MONEY | 25.83K | SH | $2.60M 2.44% | 0.00 | 0.00 | 25.83K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.93K | SH | $2.40M 2.26% | 0.00 | 0.00 | 4.93K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.06K | SH | $1.92M 1.80% | 0.00 | 0.00 | 10.06K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 7.98K | SH | $1.75M 1.65% | 0.00 | 0.00 | 7.98K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 15.63K | SH | $1.31M 1.23% | 0.00 | 0.00 | 15.63K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 8.59K | SH | $536.7K 0.50% | 0.00 | 0.00 | 8.59K |
VANGUARD MUN BD FDSSOLE | INTERMEDIATE TRM | 5.32K | SH | $536.7K 0.50% | 0.00 | 0.00 | 5.32K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 650.00 | SH | $443.2K 0.42% | 0.00 | 0.00 | 650.00 |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 3.95K | SH | $401.6K 0.38% | 0.00 | 0.00 | 3.95K |
VANGUARD MUN BD FDSSOLE | LONG TERM TAX EX | 3.79K | SH | $392.8K 0.37% | 0.00 | 0.00 | 3.79K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 781.00 | SH | $369.7K 0.35% | 0.00 | 0.00 | 781.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 1.27K | SH | $368.6K 0.35% | 0.00 | 0.00 | 1.27K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 2.92K | SH | $359.9K 0.34% | 0.00 | 0.00 | 2.92K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.25K | SH | $323.1K 0.30% | 0.00 | 0.00 | 1.25K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 2.93K | SH | $228.0K 0.21% | 0.00 | 0.00 | 2.93K |
MERCK & CO INCSOLE | COM | 2.17K | SH | $228.0K 0.21% | 0.00 | 0.00 | 2.17K |