PITTSBURGH, PA
Allocation by class
Portfolio Concentration
Top 3 weight
48.6%
Top 10 weight
84.8%
Voting Authority Distribution
Total shares with voting rights: 4.68M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.68M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 668.04K | SH | $42.81M 19.37% | 0.00 | 0.00 | 668.04K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 91.81K | SH | $40.10M 18.14% | 0.00 | 0.00 | 91.81K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 630.73K | SH | $24.51M 11.09% | 0.00 | 0.00 | 630.73K |
ISHARES TRSOLE | IBOND DEC 2030 | 665.88K | SH | $13.13M 5.94% | 0.00 | 0.00 | 665.88K |
ISHARES TRSOLE | IBONDS 27 TRM TS | 537.22K | SH | $12.05M 5.45% | 0.00 | 0.00 | 537.22K |
ISHARES TRSOLE | IBONDS 29 TRM TS | 542.62K | SH | $11.85M 5.36% | 0.00 | 0.00 | 542.62K |
ISHARES TRSOLE | IBONDS 26 TRM TS | 515.83K | SH | $11.82M 5.35% | 0.00 | 0.00 | 515.83K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 55.81K | SH | $10.95M 4.95% | 0.00 | 0.00 | 55.81K |
ISHARES TRSOLE | IBONDS 28 TRM TS | 475.58K | SH | $10.60M 4.79% | 0.00 | 0.00 | 475.58K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 36.41K | SH | $9.54M 4.32% | 0.00 | 0.00 | 36.41K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 124.14K | SH | $5.10M 2.31% | 0.00 | 0.00 | 124.14K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 85.53K | SH | $4.62M 2.09% | 0.00 | 0.00 | 85.53K |
APPLE INCSOLE | COM | 17.84K | SH | $4.53M 2.05% | 0.00 | 0.00 | 17.84K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 112.09K | SH | $4.12M 1.86% | 0.00 | 0.00 | 112.09K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.97K | SH | $2.56M 1.16% | 0.00 | 0.00 | 7.97K |
PNC FINL SVCS GROUP INCSOLE | COM | 7.30K | SH | $1.52M 0.69% | 0.00 | 0.00 | 7.30K |
ELI LILLY & COSOLE | COM | 1.24K | SH | $1.14M 0.51% | 0.00 | 0.00 | 1.24K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 25.07K | SH | $1.06M 0.48% | 0.00 | 0.00 | 25.07K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.65K | SH | $987.0K 0.45% | 0.00 | 0.00 | 1.65K |
MICROSOFT CORPSOLE | COM | 2.50K | SH | $924.8K 0.42% | 0.00 | 0.00 | 2.50K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 10.41K | SH | $650.3K 0.29% | 0.00 | 0.00 | 10.41K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 2.36K | SH | $571.2K 0.26% | 0.00 | 0.00 | 2.36K |
COHERENT CORPSOLE | COM | 1.88K | SH | $447.6K 0.20% | 0.00 | 0.00 | 1.88K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 3.98K | SH | $446.3K 0.20% | 0.00 | 0.00 | 3.98K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 5.56K | SH | $428.8K 0.19% | 0.00 | 0.00 | 5.56K |