Portfolio Solutions LLC

Portfolio Solutions LLC, a Michigan Limited Liability Company, has a team of 14 professionals, with 7 of them serving in advisory capacities. While the exact number of clients they serve is not specified, their SEC status is listed as "Approved," indicating they are registered and authorized to conduct business. Their regulatory history stretches back to July 13, 1999.

• ANTHONY ROBERT WATSON

  CHIEF INVESTMENT OFFICER owns less than 5%

• JAMES SCOTT GLADNEY

  CHAIRMAN AND CHIEF EXECUTIVE OFFICER owns less than 5%

• JOHN ROBERT BERGMANN

  PRESIDENT AND CHIEF COMPLIANCE OFFICER owns less than 5%

• LIBERTY PS HOLDINGS, LLC

  MEMBER owns 75% or more

• JAMES S. GLADNEY 1992 REVOCABLE TRUST

  MEMBER owns 75% or more

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• Portfolio Solutions' Q2 2022 vs. Q3 2022 Holdings Comparison: Changes in Value and Company Holdings

• VANGUARD INDEX FDS TOTAL STK MKT $343,520k
• ISHARES $104,410k
• VANGUARD INTL EQUITY INDEX F $69,246k
• VANGUARD INTL EQUITY INDEX F $68,169k
• ISHARES TR NATIONAL MUN ETF $43,551k
• VANGUARD INDEX FDS REAL ESTATE ETF $40,380k
• SCHWAB STRATEGIC TR $7,161k
• Schwab Aggregate Bond ETF (SCH $5,273k
• ISHARES TR $4,491k
• ISHARES TR $4,092k