AUDUBON, PA
Allocation by class
Portfolio Concentration
Top 3 weight
51.2%
Top 10 weight
64.1%
Voting Authority Distribution
Total shares with voting rights: 10.52M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.52M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 869.14K | SH | $189.41M 24.06% | 0.00 | 0.00 | 869.14K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 5.43M | SH | $183.77M 23.35% | 0.00 | 0.00 | 5.43M |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 39.96K | SH | $29.84M 3.79% | 0.00 | 0.00 | 39.96K |
ISHARES TRSOLE | INTL EQTY FACTOR | 509.26K | SH | $20.86M 2.65% | 0.00 | 0.00 | 509.26K |
APPLE INCSOLE | COM | 65.47K | SH | $18.95M 2.41% | 0.00 | 0.00 | 65.47K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 193.88K | SH | $16.70M 2.12% | 0.00 | 0.00 | 193.88K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 18K | SH | $12.66M 1.61% | 0.00 | 0.00 | 18K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.56K | SH | $11.37M 1.45% | 0.00 | 0.00 | 16.56K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 384.01K | SH | $10.64M 1.35% | 0.00 | 0.00 | 384.01K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 34.45K | SH | $10.44M 1.33% | 0.00 | 0.00 | 34.45K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 30.63K | SH | $10.37M 1.32% | 0.00 | 0.00 | 30.63K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 294.45K | SH | $10.25M 1.30% | 0.00 | 0.00 | 294.45K |
NVIDIA CORPORATIONSOLE | COM | 46.14K | SH | $9.23M 1.17% | 0.00 | 0.00 | 46.14K |
ALPHABET INCSOLE | CAP STK CL C | 25.99K | SH | $9.18M 1.17% | 0.00 | 0.00 | 25.99K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.27K | SH | $7.50M 0.95% | 0.00 | 0.00 | 20.27K |
MICROSOFT CORPSOLE | COM | 19.81K | SH | $7.39M 0.94% | 0.00 | 0.00 | 19.81K |
SEI INVTS COSOLE | COM | 73.94K | SH | $6.48M 0.82% | 0.00 | 0.00 | 73.94K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 104.47K | SH | $6.24M 0.79% | 0.00 | 0.00 | 104.47K |
AMAZON COM INCSOLE | COM | 26.12K | SH | $6.23M 0.79% | 0.00 | 0.00 | 26.12K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 206.41K | SH | $6.07M 0.77% | 0.00 | 0.00 | 206.41K |
JOHNSON & JOHNSONSOLE | COM | 22.51K | SH | $5.72M 0.73% | 0.00 | 0.00 | 22.51K |
ISHARES TRSOLE | NATIONAL MUN ETF | 47.97K | SH | $5.16M 0.66% | 0.00 | 0.00 | 47.97K |
ALPHABET INCSOLE | CAP STK CL A | 14.22K | SH | $5.08M 0.65% | 0.00 | 0.00 | 14.22K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.63K | SH | $4.97M 0.63% | 0.00 | 0.00 | 6.63K |
ISHARES TRSOLE | MSCI EAFE ETF | 44.51K | SH | $4.62M 0.59% | 0.00 | 0.00 | 44.51K |