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Conrad Siegel Investment Advisors, Inc.

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13F filer, CIK 1905875, HARRISBURG, PA

Conrad Siegel Investment Advisors, Inc. reported $445,767,120 across 53 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-14. Its ten largest share positions make up 87.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-010351

Period
2025-06-30
Reported value
$446M
Holdings
53
Top 10 weight
87.62%
New
5
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEAadded+177,440$10.1M
BIVadded+59,461$4.6M
VWOadded+64,659$3.2M
VCSHadded+38,223$3.04M
BNDXadded+37,324$1.85M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LRGFreduced-42,063-$2.7M
EDVreduced-12,830-$863K
AVUVreduced-7,763-$707K
IBDSreduced-27,637-$671K
IBDRreduced-20,477-$497K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001214659-25-010351, largest first. % of portfolio is the value over $445,767,120, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,032,091 shares; 2025Q1: 3,018,292 shares; 2025Q2: 3,055,222 shares 3,055,222$109M24.56%+36,930Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,706 shares; 2025Q1: 160,388 shares; 2025Q2: 161,729 shares 161,729$91.9M20.61%+1,341Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 498,648 shares; 2025Q1: 501,563 shares; 2025Q2: 502,711 shares 502,711$42M9.41%+1,148Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,811 shares; 2025Q1: 116,629 shares; 2025Q2: 117,168 shares 117,168$32.8M7.36%+539Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,187 shares; 2025Q1: 337,031 shares; 2025Q2: 514,471 shares 514,471$29.3M6.58%+177,440Timeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 402,574 shares; 2025Q1: 411,094 shares; 2025Q2: 369,031 shares 369,031$23.7M5.31%-42,063Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 391,208 shares; 2025Q1: 399,562 shares; 2025Q2: 411,625 shares 411,625$22.2M4.98%+12,063Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 685,597 shares; 2025Q1: 712,934 shares; 2025Q2: 727,846 shares 727,846$21.4M4.8%+14,912Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,933 shares; 2025Q1: 149,429 shares; 2025Q2: 214,088 shares 214,088$10.6M2.38%+64,659Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,342 shares; 2025Q1: 121,458 shares; 2025Q2: 108,628 shares 108,628$7.31M1.64%-12,830Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,811 shares; 2025Q2: 82,272 shares 82,272$6.36M1.43%+59,461Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,266 shares; 2025Q1: 26,695 shares; 2025Q2: 64,918 shares 64,918$5.16M1.16%+38,223Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,468 shares; 2025Q1: 75,968 shares; 2025Q2: 74,306 shares 74,306$3.91M0.88%-1,662Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,087 shares; 2025Q1: 36,968 shares; 2025Q2: 37,232 shares 37,232$3.78M0.85%+264Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,280 shares; 2025Q1: 46,963 shares; 2025Q2: 39,200 shares 39,200$3.57M0.8%-7,763Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,953 shares; 2025Q1: 23,905 shares; 2025Q2: 61,229 shares 61,229$3.03M0.68%+37,324Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,975 shares; 2025Q1: 55,118 shares; 2025Q2: 53,324 shares 53,324$2.68M0.6%-1,794Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,653 shares; 2025Q1: 10,355 shares; 2025Q2: 10,194 shares 10,194$2.09M0.47%-161Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,136 shares; 2025Q1: 4,214 shares; 2025Q2: 4,171 shares 4,171$2.07M0.47%-43Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,845 shares; 2025Q1: 9,302 shares; 2025Q2: 9,271 shares 9,271$1.63M0.37%-31Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,711 shares; 2025Q1: 6,987 shares; 2025Q2: 7,015 shares 7,015$1.54M0.35%+28Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,310 shares; 2025Q1: 9,766 shares; 2025Q2: 8,215 shares 8,215$1.45M0.33%-1,551Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,426 shares; 2025Q2: 23,470 shares 23,470$1.41M0.32%+19,044Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,595 shares; 2025Q1: 8,824 shares; 2025Q2: 8,644 shares 8,644$1.37M0.31%-180Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,548 shares; 2025Q1: 19,961 shares; 2025Q2: 24,438 shares 24,438$1.27M0.29%+4,477Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,735 shares; 2025Q1: 1,468 shares; 2025Q2: 1,474 shares 1,474$1.09M0.24%+6Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,471 shares; 2025Q1: 49,638 shares; 2025Q2: 36,742 shares 36,742$925K0.21%-12,896
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,073 shares; 2025Q1: 58,563 shares; 2025Q2: 38,086 shares 38,086$924K0.21%-20,477Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,429 shares; 2025Q1: 4,428 shares; 2025Q2: 4,337 shares 4,337$846K0.19%-91Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,025 shares; 2025Q1: 10,803 shares; 2025Q2: 11,184 shares 11,184$824K0.18%+381Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,221 shares; 2025Q1: 2,364 shares; 2025Q2: 2,435 shares 2,435$740K0.17%+71Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,722 shares; 2025Q1: 57,515 shares; 2025Q2: 29,878 shares 29,878$725K0.16%-27,637Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,935 shares 3,935$712K0.16%newTimeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,812 shares; 2025Q1: 3,774 shares; 2025Q2: 3,781 shares 3,781$667K0.15%+7Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,663 shares; 2025Q1: 2,618 shares; 2025Q2: 2,698 shares 2,698$520K0.12%+80Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,729 shares; 2025Q1: 1,732 shares; 2025Q2: 1,785 shares 1,785$492K0.11%+53Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,518 shares; 2025Q1: 35,515 shares; 2025Q2: 21,160 shares 21,160$485K0.11%-14,355Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,497 shares; 2025Q1: 29,582 shares; 2025Q2: 20,428 shares 20,428$477K0.11%-9,154
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,341 shares 15,341$455K0.1%newTimeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,083 shares; 2025Q1: 2,070 shares; 2025Q2: 2,066 shares 2,066$385K0.09%-4Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,738 shares; 2025Q1: 36,159 shares; 2025Q2: 16,275 shares 16,275$366K0.08%-19,884Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 545 shares 545$337K0.08%-23Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,131 shares; 2025Q1: 1,184 shares; 2025Q2: 1,161 shares 1,161$337K0.08%-23Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 942 shares; 2025Q1: 942 shares; 2025Q2: 976 shares 976$310K0.07%+34Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,368 shares; 2025Q1: 9,633 shares; 2025Q2: 12,106 shares 12,106$308K0.07%+2,473Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,381 shares 1,381$289K0.06%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511 shares; 2025Q1: 548 shares; 2025Q2: 548 shares 548$266K0.06%0Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,056 shares; 2025Q2: 10,147 shares 10,147$237K0.05%+91Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,757 shares 4,757$236K0.05%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 295 shares; 2025Q1: 329 shares; 2025Q2: 301 shares 301$235K0.05%-28Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 792 shares; 2025Q2: 795 shares 795$232K0.05%+3Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153 shares 153$205K0.05%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,973 shares; 2025Q1: 2,027 shares; 2025Q2: 1,885 shares 1,885$203K0.05%-142Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SPLVINVESCO EXCH TRADED FD TR II2,713$203Kshares
PIMCO CALIFORNIA MUNICIPAL …PIMCO CALIFORNIA MUNICIPAL INC11,600$75.6Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-010351 base2025-07-14acceptance time not in the bulk data set