NEWTOWN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
34.8%
Top 10 weight
54.4%
Voting Authority Distribution
Total shares with voting rights: 1.51M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.51M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 715.80K | SH | $35.95M 25.60% | 0.00 | 0.00 | 715.80K |
MICRON TECHNOLOGY INCSOLE | COM | 5.75K | SH | $6.63M 4.72% | 0.00 | 0.00 | 5.75K |
BROADCOM INCSOLE | COM | 16.76K | SH | $6.33M 4.51% | 0.00 | 0.00 | 16.76K |
NVIDIA CORPORATIONSOLE | COM | 29.36K | SH | $5.87M 4.18% | 0.00 | 0.00 | 29.36K |
GOLDMAN SACHS GROUP INCSOLE | COM | 4.40K | SH | $4.45M 3.17% | 0.00 | 0.00 | 4.40K |
ADVANCED MICRO DEVICES INCSOLE | COM | 7.24K | SH | $4.21M 3.00% | 0.00 | 0.00 | 7.24K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 34.99K | SH | $3.57M 2.54% | 0.00 | 0.00 | 34.99K |
INTEL CORPSOLE | COM | 25.24K | SH | $3.52M 2.51% | 0.00 | 0.00 | 25.24K |
CISCO SYS INCSOLE | COM | 25.44K | SH | $2.99M 2.13% | 0.00 | 0.00 | 25.44K |
BORGWARNER INCSOLE | COM | 43.64K | SH | $2.90M 2.06% | 0.00 | 0.00 | 43.64K |
JPMORGAN CHASE & COSOLE | COM | 8.40K | SH | $2.75M 1.96% | 0.00 | 0.00 | 8.40K |
MICROSOFT CORPSOLE | COM | 7.21K | SH | $2.69M 1.92% | 0.00 | 0.00 | 7.21K |
CITIGROUP INCSOLE | COM NEW | 18.97K | SH | $2.65M 1.89% | 0.00 | 0.00 | 18.97K |
META PLATFORMS INCSOLE | CL A | 4.68K | SH | $2.64M 1.88% | 0.00 | 0.00 | 4.68K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 34.09K | SH | $2.61M 1.86% | 0.00 | 0.00 | 34.09K |
ABBVIE INCSOLE | COM | 10.28K | SH | $2.59M 1.84% | 0.00 | 0.00 | 10.28K |
ISHARES TRSOLE | CR 5 10 YR ETF | 58.65K | SH | $2.56M 1.82% | 0.00 | 0.00 | 58.65K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.06K | SH | $2.53M 1.80% | 0.00 | 0.00 | 5.06K |
CHEVRON CORP NEWSOLE | COM | 14.56K | SH | $2.41M 1.72% | 0.00 | 0.00 | 14.56K |
TAPESTRY INCSOLE | COM | 16.47K | SH | $2.41M 1.72% | 0.00 | 0.00 | 16.47K |
EXXON MOBIL CORPSOLE | COM | 17.47K | SH | $2.39M 1.70% | 0.00 | 0.00 | 17.47K |
LAM RESEARCH CORPSOLE | COM | 4.94K | SH | $2.14M 1.53% | 0.00 | 0.00 | 4.94K |
ELI LILLY & COSOLE | COM | 1.71K | SH | $2.05M 1.46% | 0.00 | 0.00 | 1.71K |
CSX CORPSOLE | COM | 39.26K | SH | $1.87M 1.33% | 0.00 | 0.00 | 39.26K |
MORGAN STANLEYSOLE | COM NEW | 8.89K | SH | $1.86M 1.32% | 0.00 | 0.00 | 8.89K |