| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | NIOCORP DEVS LTD | $0 | – | -11,900 | -100.0% | -0.01% | – | |
| Exit | PLANET LABS PBC | $0 | – | -16,662 | -100.0% | -0.01% | – | |
| RLGT | Exit | RADIANT LOGISTICS INC | $0 | – | -10,763 | -100.0% | -0.02% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -854 | -100.0% | -0.06% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -2,674 | -100.0% | -0.06% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -1,823 | -100.0% | -0.06% | – |
| Exit | AMERICAN CENTY ETF TRus large cap vlu | $0 | – | -3,901 | -100.0% | -0.06% | – | |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -4,359 | -100.0% | -0.07% | – |
| TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -1,050 | -100.0% | -0.07% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -712 | -100.0% | -0.07% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -377 | -100.0% | -0.07% | – |
| AVDE | Exit | AMERICAN CENTY ETF TRintl eqt etf | $0 | – | -3,858 | -100.0% | -0.07% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,507 | -100.0% | -0.07% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -2,469 | -100.0% | -0.07% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -2,285 | -100.0% | -0.07% | – |
| CPA | Exit | COPA HOLDINGS SAcl a | $0 | – | -2,500 | -100.0% | -0.07% | – |
| ACNB | Exit | ACNB CORP | $0 | – | -7,022 | -100.0% | -0.07% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -3,971 | -100.0% | -0.07% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -1,917 | -100.0% | -0.07% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -1,918 | -100.0% | -0.07% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -4,906 | -100.0% | -0.07% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -770 | -100.0% | -0.08% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -2,246 | -100.0% | -0.08% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -671 | -100.0% | -0.08% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,548 | -100.0% | -0.08% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -2,222 | -100.0% | -0.08% | – |
| MLPA | Exit | GLOBAL X FDSglbl x mlp etf | $0 | – | -5,380 | -100.0% | -0.08% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -900 | -100.0% | -0.08% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -2,346 | -100.0% | -0.08% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -991 | -100.0% | -0.08% | – |
| SGOV | Exit | ISHARES TR0-3 mnth treasry | $0 | – | -2,487 | -100.0% | -0.08% | – |
| Exit | DIMENSIONAL ETF TRUSTus real estate e | $0 | – | -13,879 | -100.0% | -0.09% | – | |
| AON | Exit | AON PLC | $0 | – | -870 | -100.0% | -0.09% | – |
| LWLG | Exit | LIGHTWAVE LOGIC INC | $0 | – | -66,725 | -100.0% | -0.09% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -2,040 | -100.0% | -0.10% | – |
| Exit | DIMENSIONAL ETF TRUSTus sustainabilty | $0 | – | -12,767 | -100.0% | -0.11% | – | |
| Exit | HF SINCLAIR CORP | $0 | – | -6,368 | -100.0% | -0.11% | – | |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -8,549 | -100.0% | -0.12% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -5,625 | -100.0% | -0.14% | – |
| KO | Exit | COCA COLA CO | $0 | – | -8,077 | -100.0% | -0.14% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -2,406 | -100.0% | -0.15% | – |
| VUSB | Exit | VANGUARD BD INDEX FDSvanguard ultra | $0 | – | -10,151 | -100.0% | -0.16% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -4,345 | -100.0% | -0.17% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -7,925 | -100.0% | -0.19% | – |
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -8,198 | -100.0% | -0.20% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -6,784 | -100.0% | -0.20% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,859 | -100.0% | -0.21% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -1,300 | -100.0% | -0.22% | – |
| REET | Exit | ISHARES TRglobal reit etf | $0 | – | -34,404 | -100.0% | -0.23% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -5,086 | -100.0% | -0.25% | – |
| Exit | DIMENSIONAL ETF TRUST | $0 | – | -22,590 | -100.0% | -0.29% | – | |
| Exit | DIMENSIONAL ETF TRUSTus mktwide value | $0 | – | -31,511 | -100.0% | -0.34% | – | |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -2,513 | -100.0% | -0.34% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -23,507 | -100.0% | -0.36% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -4,525 | -100.0% | -0.38% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -14,918 | -100.0% | -0.38% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -12,235 | -100.0% | -0.43% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -4,922 | -100.0% | -0.49% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -15,426 | -100.0% | -0.51% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -16,222 | -100.0% | -0.52% | – |
| IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -29,143 | -100.0% | -0.54% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -6,400 | -100.0% | -0.54% | – |
| DFAU | Exit | DIMENSIONAL ETF TRUSTus core eqt mkt | $0 | – | -73,410 | -100.0% | -0.69% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -22,636 | -100.0% | -0.74% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -53,301 | -100.0% | -1.17% | – |
| Exit | DIMENSIONAL ETF TRUSTemerging markets | $0 | – | -133,416 | -100.0% | -1.24% | – | |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -18,913 | -100.0% | -1.27% | – |
| Exit | DIMENSIONAL ETF TRUSTemerging mkts co | $0 | – | -228,571 | -100.0% | -1.68% | – | |
| Exit | DIMENSIONAL ETF TRUSTinternational | $0 | – | -204,413 | -100.0% | -1.85% | – | |
| AAPL | Exit | APPLE INC | $0 | – | -34,657 | -100.0% | -1.87% | – |
| AVUS | Exit | AMERICAN CENTY ETF TRus eqt etf | $0 | – | -103,636 | -100.0% | -2.40% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -104,677 | -100.0% | -3.11% | – |
| Exit | DIMENSIONAL ETF TRUSTintl core equity | $0 | – | -441,548 | -100.0% | -3.26% | – | |
| Exit | DIMENSIONAL ETF TRUSTworld ex us core | $0 | – | -1,900,766 | -100.0% | -13.52% | – | |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -6,899,440 | -100.0% | -57.07% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 57.1% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 13.8% |
| ISHARES TR | 8 | Q3 2023 | 8.5% |
| APPLE INC | 8 | Q3 2023 | 2.3% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 2.5% |
| GLOBAL X FDS | 8 | Q3 2023 | 1.5% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 1.4% |
| ISHARES TR | 8 | Q3 2023 | 1.5% |
| ISHARES TR | 8 | Q3 2023 | 1.1% |
| ISHARES TR | 8 | Q3 2023 | 1.3% |
View Greenspring Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-11 |
| 13F-HR/A | 2022-05-04 |
| 13F-HR | 2022-05-02 |
View Greenspring Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.