Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREISZ ASSOCIATES, INC. | 93-1297546 | — | NONE | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Bond Index Fund ETF | Other securities | — | $3.0M | $2.8M | 19.4% | |
| Vanguard Dividend Appreciation Index Fund ETF | Other securities | — | $1.8M | $2.7M | 18.6% | |
| Vanguard Mortgage-Backed Securities Index Fund ETF | Other securities | — | $1.8M | $1.5M | 10.7% | |
| First Trust IV Enhanced Short Maturity ETF | Other securities | — | $1.5M | $1.5M | 10.2% | |
| LPL Insured Cash Account | Cash / Money Market | — | $1.3M | $1.3M | 9.4% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $893K | $896K | 6.3% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $905K | $887K | 6.2% | |
| Fidelity MSCI Real Estate Index ETF | Other securities | — | $671K | $596K | 4.2% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $335K | $338K | 2.4% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $302K | $300K | 2.1% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $302K | $300K | 2.1% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $299K | $299K | 2.1% | |
| U.S. Treasury Notes | U.S. Treasuries | — | $299K | $297K | 2.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
