LANCASTER, PA
Allocation by class
Portfolio Concentration
Top 3 weight
10.0%
Top 10 weight
23.6%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 9.53K | SH | $6.53M 4.81% | 0.00 | 0.00 | 9.53K |
MICROSOFT CORPSOLE | COM | 8.18K | SH | $3.96M 2.91% | 0.00 | 0.00 | 8.18K |
NVIDIA CORPORATIONSOLE | COM | 16.68K | SH | $3.11M 2.29% | 0.00 | 0.00 | 16.68K |
APPLE INCSOLE | COM | 10.69K | SH | $2.91M 2.14% | 0.00 | 0.00 | 10.69K |
ALPHABET INCSOLE | CAP STK CL A | 9.08K | SH | $2.84M 2.09% | 0.00 | 0.00 | 9.08K |
ISHARES TRSOLE | RUS TP200 GR ETF | 10.26K | SH | $2.84M 2.09% | 0.00 | 0.00 | 10.26K |
AMAZON COM INCSOLE | COM | 11.26K | SH | $2.60M 1.91% | 0.00 | 0.00 | 11.26K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 41.43K | SH | $2.52M 1.86% | 0.00 | 0.00 | 41.43K |
ISHARES TRSOLE | S&P 500 VAL ETF | 11.86K | SH | $2.51M 1.85% | 0.00 | 0.00 | 11.86K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 17.57K | SH | $2.17M 1.60% | 0.00 | 0.00 | 17.57K |
ISHARES INCSOLE | CORE MSCI EMKT | 30.70K | SH | $2.06M 1.52% | 0.00 | 0.00 | 30.70K |
JPMORGAN CHASE & CO.SOLE | COM | 6.05K | SH | $1.95M 1.44% | 0.00 | 0.00 | 6.05K |
BROADCOM INCSOLE | COM | 5.42K | SH | $1.88M 1.38% | 0.00 | 0.00 | 5.42K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 45.47K | SH | $1.83M 1.35% | 0.00 | 0.00 | 45.47K |
META PLATFORMS INCSOLE | CL A | 2.77K | SH | $1.83M 1.35% | 0.00 | 0.00 | 2.77K |
ISHARES TRSOLE | EAFE VALUE ETF | 25.16K | SH | $1.80M 1.32% | 0.00 | 0.00 | 25.16K |
J P MORGAN EXCHANGE TRADED FSOLE | DIVERSFED RTRN | 15.69K | SH | $1.70M 1.26% | 0.00 | 0.00 | 15.69K |
ISHARES TRSOLE | S&P 100 ETF | 4.95K | SH | $1.70M 1.25% | 0.00 | 0.00 | 4.95K |
INVESCO EXCH TRD SLF IDX FDSOLE | RAFI STRATGIC US | 27.78K | SH | $1.59M 1.17% | 0.00 | 0.00 | 27.78K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.13K | SH | $1.39M 1.02% | 0.00 | 0.00 | 4.13K |
J P MORGAN EXCHANGE TRADED FSOLE | DIVERSFD EQT ETF | 26.93K | SH | $1.35M 0.99% | 0.00 | 0.00 | 26.93K |
ALPHABET INCSOLE | CAP STK CL C | 4.27K | SH | $1.34M 0.99% | 0.00 | 0.00 | 4.27K |
FIRST TR EXCHANGE-TRADED ALPSOLE | COM SHS | 8.28K | SH | $1.34M 0.99% | 0.00 | 0.00 | 8.28K |
BLACKROCK ETF TRUSTSOLE | DYNAMIC EQTY ACT | 47.96K | SH | $1.23M 0.90% | 0.00 | 0.00 | 47.96K |
CAPITAL GROUP GLOBAL EQUITYSOLE | SHS | 37.14K | SH | $1.17M 0.87% | 0.00 | 0.00 | 37.14K |