WEST CHESTER, PA
Allocation by class
Portfolio Concentration
Top 3 weight
22.1%
Top 10 weight
43.6%
Voting Authority Distribution
Total shares with voting rights: 41.15M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
41.15M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 5.27M | SH | $374.30M 10.27% | 0.00 | 0.00 | 5.27M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 581.80K | SH | $216.83M 5.95% | 0.00 | 0.00 | 581.80K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 3.57M | SH | $213.91M 5.87% | 0.00 | 0.00 | 3.57M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 205.60K | SH | $142.66M 3.91% | 0.00 | 0.00 | 205.60K |
ISHARES TRSOLE | CORE MSCI EAFE | 1.19M | SH | $115.58M 3.17% | 0.00 | 0.00 | 1.19M |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL CORP BND | 1.47M | SH | $111.57M 3.06% | 0.00 | 0.00 | 1.47M |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 2.17M | SH | $109.13M 2.99% | 0.00 | 0.00 | 2.17M |
ISHARES TRSOLE | US TREAS BD ETF | 4.67M | SH | $105.52M 2.89% | 0.00 | 0.00 | 4.67M |
NVIDIA CORPORATIONSOLE | COM | 497.89K | SH | $105.03M 2.88% | 0.00 | 0.00 | 497.89K |
APPLE INCSOLE | COM | 301.88K | SH | $95.19M 2.61% | 0.00 | 0.00 | 301.88K |
ISHARES INCSOLE | CORE MSCI EMKT | 897.98K | SH | $73.02M 2.00% | 0.00 | 0.00 | 897.98K |
ALPHABET INCSOLE | CAP STK CL A | 146.37K | SH | $52.28M 1.43% | 0.00 | 0.00 | 146.37K |
ISHARES TRSOLE | NATIONAL MUN ETF | 477.49K | SH | $51.10M 1.40% | 0.00 | 0.00 | 477.49K |
ALPHABET INCSOLE | CAP STK CL C | 137.31K | SH | $48.75M 1.34% | 0.00 | 0.00 | 137.31K |
AMAZON COM INCSOLE | COM | 175.22K | SH | $42.99M 1.18% | 0.00 | 0.00 | 175.22K |
MICROSOFT CORPSOLE | COM | 101.96K | SH | $39.27M 1.08% | 0.00 | 0.00 | 101.96K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 743.51K | SH | $35.75M 0.98% | 0.00 | 0.00 | 743.51K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 263.25K | SH | $33.38M 0.92% | 0.00 | 0.00 | 263.25K |
BROADCOM INCSOLE | COM | 79.53K | SH | $31.81M 0.87% | 0.00 | 0.00 | 79.53K |
META PLATFORMS INCSOLE | CL A | 45.38K | SH | $30.37M 0.83% | 0.00 | 0.00 | 45.38K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.10M | SH | $30.21M 0.83% | 0.00 | 0.00 | 1.10M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 177.62K | SH | $27.47M 0.75% | 0.00 | 0.00 | 177.62K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 35.90K | SH | $26.04M 0.71% | 0.00 | 0.00 | 35.90K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 301.10K | SH | $25.70M 0.70% | 0.00 | 0.00 | 301.10K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 304.74K | SH | $25.45M 0.70% | 0.00 | 0.00 | 304.74K |