LEMOYNE, PA
Allocation by class
Portfolio Concentration
Top 3 weight
12.2%
Top 10 weight
28.6%
Voting Authority Distribution
Total shares with voting rights: 931.64K
Full voting authority
931.64K
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 SMALL-CAP INDEXFUND ETF SHARESSOLE | UIE | 14.34K | SH | $4.35M 4.98% | 14.34K | 0.00 | 0.00 |
IBM CORPSOLE | COM | 11.73K | SH | $3.30M 3.78% | 11.73K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARESSOLE | UIE | 8.08K | SH | $2.99M 3.42% | 8.08K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 2.64K | SH | $2.81M 3.21% | 2.64K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 17.38K | SH | $2.43M 2.78% | 17.38K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 18.69K | SH | $2.12M 2.42% | 18.69K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 5.57K | SH | $1.82M 2.09% | 5.57K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.21K | SH | $1.80M 2.06% | 6.21K | 0.00 | 0.00 |
VANGUARD MID-CAP INDEX FUND ETF SHARESSOLE | UIE | 21.38K | SH | $1.72M 1.97% | 21.38K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKETINDEX FUND ETF SHARESSOLE | UIE | 6.63K | SH | $1.63M 1.87% | 6.63K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.20K | SH | $1.57M 1.79% | 4.20K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 31.77K | SH | $1.51M 1.73% | 31.77K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORSOLE | COM | 10.20K | SH | $1.48M 1.69% | 10.20K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 10.04K | SH | $1.47M 1.69% | 10.04K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 1.40K | SH | $1.41M 1.62% | 1.40K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 11.96K | SH | $1.40M 1.61% | 11.96K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM | 3.69K | SH | $1.38M 1.58% | 3.69K | 0.00 | 0.00 |
TRAVELERS COS INCSOLE | COM | 3.99K | SH | $1.32M 1.51% | 3.99K | 0.00 | 0.00 |
ISHARES LATIN AMERICA 40ETFSOLE | UIE | 37.24K | SH | $1.26M 1.44% | 37.24K | 0.00 | 0.00 |
VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARESSOLE | UIE | 17.04K | SH | $1.15M 1.31% | 17.04K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 921.00 | SH | $1.08M 1.24% | 921.00 | 0.00 | 0.00 |
JPMORGAN BETABUILDERS CANADA ETFSOLE | UIE | 10.54K | SH | $1.05M 1.20% | 10.54K | 0.00 | 0.00 |
FRANKLIN FTSE ASIA EX JAPAN ETFSOLE | UIE | 27.44K | SH | $1.02M 1.17% | 27.44K | 0.00 | 0.00 |
SCHWAB U.S. SMALL-CAP ETFSOLE | UIE | 26.54K | SH | $958.8K 1.10% | 26.54K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 3.75K | SH | $951.9K 1.09% | 3.75K | 0.00 | 0.00 |