PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
37.8%
Top 10 weight
63.9%
Voting Authority Distribution
Total shares with voting rights: 2M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 412.34K | SH | $28.73M 18.09% | 0.00 | 0.00 | 412.34K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 763.70K | SH | $21.99M 13.85% | 0.00 | 0.00 | 763.70K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 120.40K | SH | $9.29M 5.85% | 0.00 | 0.00 | 120.40K |
NVIDIA CORPORATIONSOLE | COM | 42.20K | SH | $8.92M 5.62% | 0.00 | 0.00 | 42.20K |
ISHARES TRSOLE | RUS 1000 ETF | 21.51K | SH | $8.59M 5.41% | 0.00 | 0.00 | 21.51K |
APPLE INCSOLE | COM | 21.80K | SH | $6.27M 3.95% | 0.00 | 0.00 | 21.80K |
ISHARES TRSOLE | CORE S&P TTL STK | 32.90K | SH | $5.26M 3.32% | 0.00 | 0.00 | 32.90K |
ALPHABET INCSOLE | CAP STK CL A | 11.86K | SH | $4.72M 2.97% | 0.00 | 0.00 | 11.86K |
MICROSOFT CORPSOLE | COM | 9.58K | SH | $4.03M 2.54% | 0.00 | 0.00 | 9.58K |
AMAZON COM INCSOLE | COM | 13.41K | SH | $3.64M 2.29% | 0.00 | 0.00 | 13.41K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VEC | 43.01K | SH | $3.47M 2.18% | 0.00 | 0.00 | 43.01K |
VANGUARD MUN BD FDSSOLE | CORE TAX EXEMPT | 37.81K | SH | $2.86M 1.80% | 0.00 | 0.00 | 37.81K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 55.10K | SH | $2.02M 1.27% | 0.00 | 0.00 | 55.10K |
JPMORGAN CHASE & COSOLE | COM | 6.49K | SH | $1.99M 1.25% | 0.00 | 0.00 | 6.49K |
BROADCOM INCSOLE | COM | 4.12K | SH | $1.70M 1.07% | 0.00 | 0.00 | 4.12K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 39.28K | SH | $1.58M 0.99% | 0.00 | 0.00 | 39.28K |
WALMART INCSOLE | COM | 11.74K | SH | $1.53M 0.96% | 0.00 | 0.00 | 11.74K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.21K | SH | $1.49M 0.94% | 0.00 | 0.00 | 2.21K |
ALPHABET INCSOLE | CAP STK CL C | 3.63K | SH | $1.43M 0.90% | 0.00 | 0.00 | 3.63K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.36K | SH | $1.37M 0.86% | 0.00 | 0.00 | 1.36K |
ELI LILLY & COSOLE | COM | 1.33K | SH | $1.30M 0.82% | 0.00 | 0.00 | 1.33K |
MICRON TECHNOLOGY INCSOLE | COM | 1.96K | SH | $1.26M 0.80% | 0.00 | 0.00 | 1.96K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 14.86K | SH | $1.22M 0.77% | 0.00 | 0.00 | 14.86K |
TESLA INCSOLE | COM | 2.81K | SH | $1.16M 0.73% | 0.00 | 0.00 | 2.81K |
ADVANCED MICRO DEVICES INCSOLE | COM | 2.70K | SH | $1.10M 0.69% | 0.00 | 0.00 | 2.70K |