HUNT VALLEY, MD
Allocation by class
Portfolio Concentration
Top 3 weight
26.2%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 5.42M
Full voting authority
5.42M
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 | 167.37K | SH | $50.02M 14.94% | 167.37K | 0.00 | 0.00 |
VANGUARD SHORT TERM COR BD ETFSOLE | ETF | 267.26K | SH | $21.19M 6.33% | 267.26K | 0.00 | 0.00 |
VANGUARD MEGA CAP INDEX FUND ETF SHARESSOLE | ETF | 69.63K | SH | $16.46M 4.92% | 69.63K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARESSOLE | ETF | 48.16K | SH | $15.45M 4.61% | 48.16K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARESSOLE | ETF | 101.38K | SH | $15.01M 4.48% | 101.38K | 0.00 | 0.00 |
VANGUARD SMALL-CAP INDEXFUND ETF SHARESSOLE | ETF | 54.99K | SH | $14.40M 4.30% | 54.99K | 0.00 | 0.00 |
VANGUARD VALUE INDEX FUND ETF SHARESSOLE | ETF | 60.71K | SH | $11.91M 3.56% | 60.71K | 0.00 | 0.00 |
VANGUARD MID-CAP INDEX FUND ETF SHARESSOLE | ETF | 41.27K | SH | $11.85M 3.54% | 41.27K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARESSOLE | ETF | 154.39K | SH | $11.59M 3.46% | 154.39K | 0.00 | 0.00 |
SCHWAB U.S. BROAD MARKETETFSOLE | ETF | 446.98K | SH | $11.22M 3.35% | 446.98K | 0.00 | 0.00 |
VANGUARD GROWTH INDEX FUND ETF SHARESSOLE | ETF | 25.18K | SH | $11.00M 3.28% | 25.18K | 0.00 | 0.00 |
DIMENSIONAL US CORE Common Stock MARKET ETFSOLE | ETF | 222.13K | SH | $10.02M 2.99% | 222.13K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARESSOLE | ETF | 139.06K | SH | $8.91M 2.66% | 139.06K | 0.00 | 0.00 |
DIMENSIONAL U.S. Common Stock MARKET ETFSOLE | ETF | 123.36K | SH | $8.75M 2.61% | 123.36K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 338.44K | SH | $8.68M 2.59% | 338.44K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE Common Stock 2 ETFSOLE | ETF | 219.84K | SH | $8.54M 2.55% | 219.84K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKETINDEX FUND ETF SHARESSOLE | ETF | 38.30K | SH | $7.88M 2.35% | 38.30K | 0.00 | 0.00 |
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 46.95K | SH | $4.72M 1.41% | 46.95K | 0.00 | 0.00 |
SCHWAB U.S. AGGREGATE BOND ETFSOLE | ETF | 178.38K | SH | $4.14M 1.24% | 178.38K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 6.71K | SH | $4.01M 1.20% | 6.71K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | Common Stock | 23.55K | SH | $4.00M 1.19% | 23.55K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARESSOLE | ETF | 64.74K | SH | $3.50M 1.05% | 64.74K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | Common Stock | 21.12K | SH | $3.05M 0.91% | 21.12K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARESSOLE | ETF | 60.59K | SH | $3.02M 0.90% | 60.59K | 0.00 | 0.00 |
APPLE INCSOLE | Common Stock | 11.14K | SH | $2.83M 0.84% | 11.14K | 0.00 | 0.00 |