Q4 2024 Holdings
Filed 2025-01-29 | 106 holdings | $1.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $204.9K | 744 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $205.9K | 790 | 0.0% |
| Dimensional ETF Trust(DIHP) | INTL HIGH PROFIT | 25434V765 | $207.1K | 8,210 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $215.7K | 650 | 0.0% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $216.2K | 11,689 | 0.0% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $225.7K | 3,556 | 0.0% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $226.0K | 1,290 | 0.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $226.7K | 9,988 | 0.0% |
| Ishares TR(ILCB) | MORNINGSTR US EQ | 464287127 | $227.2K | 2,800 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $233.3K | 447 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $246.1K | 1,702 | 0.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $249.5K | 1,404 | 0.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $252.6K | 3,269 | 0.0% |
| Dimensional ETF Trust(DFGP) | GLOBAL CORE PLUS | 25434V583 | $253.5K | 4,798 | 0.0% |
| American Centy ETF TR(AVLV) | US LARGE CAP VLU | 025072349 | $256.0K | 3,833 | 0.0% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $258.1K | 891 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $259.8K | 1,139 | 0.0% |
| Ishares TR(EFV) | EAFE VALUE ETF | 464288877 | $269.1K | 5,128 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $274.0K | 1,213 | 0.0% |
| American Centy ETF TR(AVSF) | AVANTIS SHFXDINC | 025072687 | $274.9K | 5,958 | 0.0% |
| Dimensional ETF Trust(DFAU) | US CORE EQT MKT | 25434V104 | $281.5K | 6,953 | 0.0% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $286.5K | 503 | 0.0% |
| Schwab Strategic TR(FNDX) | FUNDAMENTAL US L | 808524771 | $289.0K | 12,206 | 0.0% |
| American Centy ETF TR(AVUS) | US EQT ETF | 025072885 | $289.8K | 2,989 | 0.0% |
| American Centy ETF TR(AVEE) | AVANTIS EMERGING | 025072141 | $292.7K | 5,492 | 0.0% |
| Invesco Exch Traded FD TR II(PDN) | FTSE RAFI SML | 46138E735 | $300.6K | 9,506 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $310.7K | 7,056 | 0.0% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $329.7K | 2,584 | 0.0% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $342.6K | 14,780 | 0.0% |
| American Centy ETF TR(AVDV) | INTL SMCP VLU | 025072802 | $351.0K | 5,393 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $351.6K | 1,517 | 0.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $362.0K | 15,947 | 0.0% |
| Arista Networks Inc(ANET) | COM SHS | 040413205 | $362.5K | 3,280 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $376.1K | 4,974 | 0.0% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $386.6K | 5,032 | 0.0% |
| Ishares Inc(EEMS) | EM MKT SM-CP ETF | 464286475 | $389.4K | 6,698 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $391.3K | 1,998 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $395.2K | 781 | 0.0% |
| American Centy ETF TR(AVSC) | AVANTIS US SMALL | 025072323 | $420.0K | 7,726 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $446.9K | 1,414 | 0.0% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $448.2K | 4,127 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $456.4K | 4,242 | 0.0% |
| American Centy ETF TR(AVUV) | US SML CP VALU | 025072877 | $492.2K | 5,099 | 0.0% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $498.1K | 645 | 0.0% |
| Ishares TR(SCZ) | EAFE SML CP ETF | 464288273 | $500.2K | 8,234 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $512.6K | 1,269 | 0.0% |
| F N B Corp(FNB) | COM | 302520101 | $515.1K | 34,853 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $538.1K | 4,007 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $552.4K | 2,900 | 0.0% |
| Schwab Strategic TR(FNDE) | FUNDAMENTAL EMER | 808524730 | $559.3K | 19,254 | 0.0% |