HUNT VALLEY, MD
Allocation by class
Portfolio Concentration
Top 3 weight
26.1%
Top 10 weight
53.6%
Voting Authority Distribution
Total shares with voting rights: 5.54M
Full voting authority
5.54M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD LARGE-CAP INDEXFUND ETF SHARESSOLE | ETF | 166.93K | SH | $57.41M 15.25% | 166.93K | 0.00 | 0.00 |
VANGUARD SHORT TERM COR BD ETFSOLE | ETF | 277.16K | SH | $21.90M 5.82% | 277.16K | 0.00 | 0.00 |
VANGUARD MEGA CAP INDEX FUND ETF SHARESSOLE | ETF | 69.64K | SH | $19.06M 5.06% | 69.64K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARESSOLE | ETF | 48.56K | SH | $17.97M 4.77% | 48.56K | 0.00 | 0.00 |
VANGUARD SMALL-CAP INDEXFUND ETF SHARESSOLE | ETF | 54.50K | SH | $16.52M 4.39% | 54.50K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARESSOLE | ETF | 100.11K | SH | $15.82M 4.20% | 100.11K | 0.00 | 0.00 |
VANGUARD VALUE INDEX FUND ETF SHARESSOLE | ETF | 63.15K | SH | $13.76M 3.66% | 63.15K | 0.00 | 0.00 |
VANGUARD GROWTH INDEX FUND ETF SHARESSOLE | ETF | 158.39K | SH | $13.64M 3.62% | 158.39K | 0.00 | 0.00 |
VANGUARD MID-CAP INDEX FUND ETF SHARESSOLE | ETF | 160.79K | SH | $12.95M 3.44% | 160.79K | 0.00 | 0.00 |
SCHWAB U.S. BROAD MARKETETFSOLE | ETF | 442.45K | SH | $12.81M 3.40% | 442.45K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARESSOLE | ETF | 152.54K | SH | $12.78M 3.39% | 152.54K | 0.00 | 0.00 |
DIMENSIONAL US CORE COMMON STOCK MARKET ETFSOLE | ETF | 226.11K | SH | $11.69M 3.10% | 226.11K | 0.00 | 0.00 |
DIMENSIONAL U.S. COMMON STOCK MARKET ETFSOLE | ETF | 123.68K | SH | $10.13M 2.69% | 123.68K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARESSOLE | ETF | 140.87K | SH | $10.04M 2.67% | 140.87K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 340.70K | SH | $10.03M 2.66% | 340.70K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE COMMON STOCK 2 ETFSOLE | ETF | 223.94K | SH | $9.93M 2.64% | 223.94K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKETINDEX FUND ETF SHARESSOLE | ETF | 37.55K | SH | $9.25M 2.46% | 37.55K | 0.00 | 0.00 |
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 50.49K | SH | $5.09M 1.35% | 50.49K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 6.54K | SH | $4.49M 1.19% | 6.54K | 0.00 | 0.00 |
SCHWAB U.S. AGGREGATE BOND ETFSOLE | ETF | 178.01K | SH | $4.12M 1.09% | 178.01K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARESSOLE | ETF | 64.51K | SH | $3.85M 1.02% | 64.51K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COMMON STOCK | 23.34K | SH | $3.19M 0.85% | 23.34K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 11.02K | SH | $3.19M 0.85% | 11.02K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARESSOLE | ETF | 62.15K | SH | $3.14M 0.83% | 62.15K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COMMON STOCK | 21.13K | SH | $3.10M 0.82% | 21.13K | 0.00 | 0.00 |