ERIE, PA
Allocation by class
Portfolio Concentration
Top 3 weight
13.6%
Top 10 weight
34.0%
Voting Authority Distribution
Total shares with voting rights: 588.01K
Full voting authority
588.01K
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 |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 12.47K | SH | $4.62M 5.29% | 12.47K | 0.00 | 0.00 |
ERIE INDTY COSOLE | CL A | 17.22K | SH | $4.33M 4.96% | 17.22K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.22K | SH | $2.93M 3.36% | 10.22K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 109.94K | SH | $2.82M 3.23% | 109.94K | 0.00 | 0.00 |
WABTECSOLE | COM | 11.19K | SH | $2.80M 3.21% | 11.19K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.68K | SH | $2.71M 3.11% | 10.68K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 3.86K | SH | $2.51M 2.88% | 3.86K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 9.69K | SH | $2.35M 2.70% | 9.69K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.55K | SH | $2.32M 2.66% | 3.55K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 13.94K | SH | $2.30M 2.64% | 13.94K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.43K | SH | $2.30M 2.64% | 9.43K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 12.23K | SH | $2.13M 2.45% | 12.23K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 7.29K | SH | $2.10M 2.41% | 7.29K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 4.45K | SH | $1.91M 2.20% | 4.45K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.82K | SH | $1.83M 2.10% | 3.82K | 0.00 | 0.00 |
ALTRIA GROUP INCSOLE | COM | 26.30K | SH | $1.74M 1.99% | 26.30K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 4.79K | SH | $1.65M 1.90% | 4.79K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 9.67K | SH | $1.64M 1.88% | 9.67K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 1.76K | SH | $1.58M 1.81% | 1.76K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 2.54K | SH | $1.43M 1.64% | 2.54K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 6.01K | SH | $1.38M 1.58% | 6.01K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 9.25K | SH | $1.26M 1.44% | 9.25K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 8.50K | SH | $1.23M 1.41% | 8.50K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 5.76K | SH | $1.11M 1.27% | 5.76K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 3.48K | SH | $1.05M 1.21% | 3.48K | 0.00 | 0.00 |