DOWNINGTOWN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
43.0%
Top 10 weight
72.6%
Voting Authority Distribution
Total shares with voting rights: 862.45K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
862.45K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.84K | SH | $16.37M 15.42% | 0.00 | 0.00 | 23.84K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 320.83K | SH | $15.97M 15.05% | 0.00 | 0.00 | 320.83K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 35.97K | SH | $13.31M 12.54% | 0.00 | 0.00 | 35.97K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 130.74K | SH | $7.61M 7.17% | 0.00 | 0.00 | 130.74K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 22.44K | SH | $5.31M 5.00% | 0.00 | 0.00 | 22.44K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 22.38K | SH | $4.88M 4.59% | 0.00 | 0.00 | 22.38K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 55.89K | SH | $4.81M 4.54% | 0.00 | 0.00 | 55.89K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.63K | SH | $3.46M 3.26% | 0.00 | 0.00 | 4.63K |
VANGUARD WORLD FDSOLE | INDUSTRIAL ETF | 8.32K | SH | $3.00M 2.83% | 0.00 | 0.00 | 8.32K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 30.58K | SH | $2.35M 2.21% | 0.00 | 0.00 | 30.58K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 8.77K | SH | $2.16M 2.04% | 0.00 | 0.00 | 8.77K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.06K | SH | $1.84M 1.73% | 0.00 | 0.00 | 6.06K |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 7.67K | SH | $1.73M 1.63% | 0.00 | 0.00 | 7.67K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 21.37K | SH | $1.72M 1.62% | 0.00 | 0.00 | 21.37K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 4.90K | SH | $1.68M 1.59% | 0.00 | 0.00 | 4.90K |
ISHARES TRSOLE | TIPS BD ETF | 14.79K | SH | $1.62M 1.53% | 0.00 | 0.00 | 14.79K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 18.50K | SH | $1.58M 1.49% | 0.00 | 0.00 | 18.50K |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 7.90K | SH | $1.55M 1.46% | 0.00 | 0.00 | 7.90K |
MICROSOFT CORPSOLE | COM | 3.92K | SH | $1.46M 1.38% | 0.00 | 0.00 | 3.92K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 28.79K | SH | $1.45M 1.36% | 0.00 | 0.00 | 28.79K |
MICRON TECHNOLOGY INCSOLE | COM | 1.14K | SH | $1.32M 1.24% | 0.00 | 0.00 | 1.14K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 9.23K | SH | $1.10M 1.04% | 0.00 | 0.00 | 9.23K |
VERIZON COMMUNICATIONS INCSOLE | COM | 20.52K | SH | $868.7K 0.82% | 0.00 | 0.00 | 20.52K |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 2.99K | SH | $781.8K 0.74% | 0.00 | 0.00 | 2.99K |
NVIDIA CORPORATIONSOLE | COM | 3.71K | SH | $742.8K 0.70% | 0.00 | 0.00 | 3.71K |