Conrad Siegel Investment Advisors, Inc.

HARRISBURG, PA · CIK 1905875 · 13F filing filed 2026-07-17

SEC-registered investment adviser since 2003 · corporation

Assets managed$12.1bn
Staff29 · 23 in investment roles
Main clients (by assets)Pension plans 83%, High net worth individuals 6%, State and local governments 5%
Form ADV · 2026-09-04SEC adviser record

Kindinstitutions
Others nearbyHarrisburg, PA, Lancaster, PA, Naples, FL

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Harrisburg, PA (main office)United States	United States	about 18
Lancaster, PAUnited States	United States	4
Naples, FLUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$614.6m reported value +10.9% vs Q1 2026

74positions

81.2%in top 10

12 new 41 added 20 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	3,066,960	$136.1m22.14%	22.14%	Reduced -15.3k	-15,306 -0.5%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	168,550	$115.8m18.83%	18.83%	Added +64	+64 0.0%
3	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	614,911	$43.8m7.13%	7.13%	Reduced -18.0k	-17,999 -2.8%
4	VANGUARD INDEX FDS MID CAP ETF VO	VO	492,340	$39.7m6.45%	6.45%	Added +1.8k	+1,820 0.4%
5	ISHARES TR U S EQUITY FACTR LRGF	LRGF	520,948	$39.4m6.41%	6.41%	Reduced -12.3k	-12,257 -2.3%
6	ISHARES TR CORE MSCI INTL IDEV	IDEV	367,270	$32.7m5.32%	5.32%	New
7	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	445,523	$31.1m5.07%	5.07%	Added +5.0k	+4,986 1.1%
8	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	720,654	$26.5m4.32%	4.32%	Added +191	+191 0.0%
9	ISHARES TR CORE MSCI EAFE IEFA	IEFA	182,159	$17.6m2.86%	2.86%	Reduced -337.7k	-337,744 -65.0%
10	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	410,244	$16.7m2.71%	2.71%	Added +115.7k	+115,674 39.3%
11	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	260,890	$15.6m2.53%	2.53%	Reduced -10.1k	-10,136 -3.7%
12	ISHARES TR INTL EQTY FACTOR INTF	INTF	360,909	$14.8m2.41%	2.41%	Added +3.0k	+2,985 0.8%
13	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	168,117	$12.9m2.10%	2.10%	Added +5.8k	+5,763 3.5%
14	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	121,225	$9.6m1.56%	1.56%	Added +4.0k	+4,012 3.4%
15	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	122,536	$5.9m0.97%	0.97%	Added +787	+787 0.7%
16	FIDELITY COVINGTON TRUST MSCI UTILS INDEX FUTY	FUTY	79,977	$4.7m0.76%	0.76%	Added +2.7k	+2,681 3.5%
17	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	33,214	$4.1m0.67%	0.67%	Reduced -1.7k	-1,660 -4.8%
18	APPLE INC COM AAPL	AAPL	11,609	$3.4m0.55%	0.55%	Added +931	+931 8.7%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	8,259	$3.0m0.48%	0.48%	Added +621	+621 8.1%
20	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	55,440	$2.8m0.45%	0.45%	Added +224	+224 0.4%
21	ISHARES INC CORE MSCI EMKT IEMG	IEMG	33,474	$2.8m0.45%	0.45%	Reduced -32	-32 -0.1%
22	NVIDIA CORPORATION COM NVDA	NVDA	10,698	$2.1m0.35%	0.35%	Added +1.7k	+1,692 18.8%
23	AMAZON COM INC COM AMZN	AMZN	7,867	$1.9m0.31%	0.31%	Added +331	+331 4.4%
24	MICROSOFT CORP COM MSFT	MSFT	5,023	$1.9m0.30%	0.30%	Added +372	+372 8.0%
25	ISHARES TR IBONDS DEC2026 IBDR	IBDR	70,294	$1.7m0.28%	0.28%	Added +199	+199 0.3%
26	ISHARES TR IBONDS 27 ETF IBDS	IBDS	68,519	$1.7m0.27%	0.27%	Added +574	+574 0.8%
27	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,405	$1.6m0.27%	0.27%	Added +1.7k	+1,700 62.9%
28	VANGUARD WORLD FD EXTENDED DUR EDV	EDV	21,004	$1.4m0.22%	0.22%	Reduced -87.6k	-87,572 -80.7%
29	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	21,863	$1.1m0.18%	0.18%	Added +12.0k	+11,988 121.4%
30	ISHARES TR IBONDS DEC 29 IBDU	IBDU	47,581	$1.1m0.18%	0.18%	Added +795	+795 1.7%
31	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	4,380	$1.1m0.17%	0.17%	Reduced -9	-9 -0.2%
32	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	42,071	$1.1m0.17%	0.17%	Added +706	+706 1.7%
33	META PLATFORMS INC CL A META	META	1,778	$1.0m0.16%	0.16%	Added +250	+250 16.4%
34	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,562	$994.1k0.16%	0.16%	Reduced -4	-4 -0.1%
35	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	12,549	$921.2k0.15%	0.15%	Reduced -84	-84 -0.7%
36	ISHARES TR 3 7 YR TREAS BD IEI	IEI	7,661	$899.8k0.15%	0.15%	Added +70	+70 0.9%
37	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	40,689	$887.0k0.14%	0.14%	Added +7.3k	+7,272 21.8%
38	ISHARES TR 10-20 YR TRS ETF TLH	TLH	7,765	$779.2k0.13%	0.13%	Reduced -30.1k	-30,105 -79.5%
39	BROADCOM INC COM AVGO	AVGO	2,042	$771.4k0.13%	0.13%	Added +53	+53 2.7%
40	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	31,083	$647.8k0.11%	0.11%	Added +375	+375 1.2%
41	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	3,184	$623.2k0.10%	0.10%	Added +9	+9 0.3%
42	MORGAN STANLEY ETF TRUST CALVERT US LARCP CVLC	CVLC	6,481	$612.3k0.10%	0.10%	Reduced -444	-444 -6.4%
43	ISHARES TR IBONDS 26 TRM TS IBTG	IBTG	26,555	$607.8k0.10%	0.10%	Reduced -97	-97 -0.4%
44	ISHARES TR IBONDS 27 TRM TS IBTH	IBTH	27,022	$604.5k0.10%	0.10%	Added +135	+135 0.5%
45	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	2,428	$597.9k0.10%	0.10%	Reduced -94	-94 -3.7%
46	ISHARES TR NEW YORK MUN ETF NYF	NYF	10,040	$541.2k0.09%	0.09%	Reduced -15.0k	-14,968 -59.9%
47	PNC FINL SVCS GROUP INC COM PNC	PNC	2,060	$507.2k0.08%	0.08%	Added +8	+8 0.4%
48	MICRON TECHNOLOGY INC COM MU	MU	428	$494.0k0.08%	0.08%	New
49	JPMORGAN CHASE & CO COM JPM	JPM	1,344	$440.1k0.07%	0.07%	Added +190	+190 16.5%
50	AMETEK INC COM AME	AME	1,737	$420.2k0.07%	0.07%	Reduced -234	-234 -11.9%
51	ELI LILLY & CO COM LLY	LLY	350	$419.8k0.07%	0.07%	Added +6	+6 1.7%
52	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	554	$413.4k0.07%	0.07%	Added +9	+9 1.6%
53	APPLIED MATLS INC COM AMAT	AMAT	554	$400.5k0.07%	0.07%	New
54	TESLA INC COM TSLA	TSLA	917	$385.7k0.06%	0.06%	Reduced -9	-9 -1.0%
55	EXXON MOBIL CORP COM XOM	XOM	2,798	$382.5k0.06%	0.06%	Added +499	+499 21.7%
56	WALMART INC COM WMT	WMT	3,257	$368.9k0.06%	0.06%	Added +1.1k	+1,071 49.0%
57	ADVANCED MICRO DEVICES INC COM AMD	AMD	564	$327.6k0.05%	0.05%	New
58	LAM RESEARCH CORP COM NEW LRCX	LRCX	705	$305.5k0.05%	0.05%	New
59	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,764	$297.5k0.05%	0.05%	Unchanged
60	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	594	$297.2k0.05%	0.05%	Reduced -4	-4 -0.7%
61	MORGAN STANLEY ETF TRUST CALVERT INTERNAT CVIE	CVIE	3,361	$285.7k0.05%	0.05%	Reduced -208	-208 -5.8%
62	BOEING CO COM BA	BA	1,301	$281.6k0.05%	0.05%	Added +215	+215 19.8%
63	ISHARES TR IBONDS 29 TRM TS IBTJ	IBTJ	12,274	$265.7k0.04%	0.04%	Added +316	+316 2.6%
64	JOHNSON & JOHNSON COM JNJ	JNJ	1,042	$264.6k0.04%	0.04%	Added +7	+7 0.7%
65	ALPHABET INC CAP STK CL C GOOG	GOOG	693	$244.9k0.04%	0.04%	New
66	PALO ALTO NETWORKS INC COM PANW	PANW	713	$243.1k0.04%	0.04%	New
67	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	2,833	$242.2k0.04%	0.04%	Added +41	+41 1.5%
68	ISHARES TR SHRT NAT MUN ETF SUB	SUB	2,145	$228.3k0.04%	0.04%	Added +10	+10 0.5%
69	ISHARES TR IBONDS 28 TRM TS IBTI	IBTI	10,102	$223.6k0.04%	0.04%	Added +318	+318 3.2%
70	NORFOLK SOUTHN CORP COM NSC	NSC	678	$213.3k0.03%	0.03%	New
71	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	2,713	$203.2k0.03%	0.03%	New
72	INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL RPV	RPV	1,766	$201.0k0.03%	0.03%	New
73	INTEL CORP COM INTC	INTC	1,438	$200.8k0.03%	0.03%	New
74	SANDISK CORP COM SNDK	SNDK	88	$200.1k0.03%	0.03%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MCDONALDS CORP MCD	MCD	817	$253.9k817 shares