NEWTOWN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
39.3%
Top 10 weight
61.3%
Voting Authority Distribution
Total shares with voting rights: 4.14M
Full voting authority
4.14M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF - EQUITY LARGE CAP | 347.72K | SH | $111.55M 24.06% | 347.72K | 0.00 | 0.00 |
VANGUARD SHORT TERM CORP BD ETF #3145SOLE | ETF - FIXED INCOME | 519.92K | SH | $41.21M 8.89% | 519.92K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 115.23K | SH | $29.24M 6.31% | 115.23K | 0.00 | 0.00 |
I SHARES SELECT DIVIDEND ETFSOLE | ETF - EQUITY LARGE CAP | 151.17K | SH | $22.89M 4.94% | 151.17K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE TERM BOND INDEX ETFSOLE | ETF - FIXED INCOME | 292.05K | SH | $22.54M 4.86% | 292.05K | 0.00 | 0.00 |
I SHARES MSCI EAFE CORESOLE | ETF - FOREIGN EQUITY | 220.21K | SH | $19.93M 4.30% | 220.21K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COMMON STOCK | 46.12K | SH | $11.27M 2.43% | 46.12K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COMMON STOCK | 26.93K | SH | $9.97M 2.15% | 26.93K | 0.00 | 0.00 |
I SHRS TIPS BOND ETFSOLE | ETF - FIXED INCOME | 72.53K | SH | $8.00M 1.73% | 72.53K | 0.00 | 0.00 |
I SHARES FLEX I ACTIVE ETFSOLE | ETF - FIXED INCOME | 150.08K | SH | $7.79M 1.68% | 150.08K | 0.00 | 0.00 |
DIMENSIONAL US EQUITY MARKETETF TRSOLE | ETF - EQUITY LARGE CAP | 105.47K | SH | $7.48M 1.61% | 105.47K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COMMON STOCK | 42.42K | SH | $7.20M 1.55% | 42.42K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | COMMON STOCK | 20.72K | SH | $6.82M 1.47% | 20.72K | 0.00 | 0.00 |
INVESCO WATER RESOURCES ETFSOLE | ETF - EQUITY SMALL CAP | 94.90K | SH | $6.34M 1.37% | 94.90K | 0.00 | 0.00 |
INVESCO PREFERRED ETFSOLE | ETF - FIXED INCOME | 530.14K | SH | $5.77M 1.24% | 530.14K | 0.00 | 0.00 |
CATERPILLAR INC COMSOLE | COMMON STOCK | 7.32K | SH | $5.19M 1.12% | 7.32K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COMMON STOCK | 24.41K | SH | $5.05M 1.09% | 24.41K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | COMMON STOCK | 27.77K | SH | $4.31M 0.93% | 27.77K | 0.00 | 0.00 |
CORNING INC COMSOLE | COMMON STOCK | 30.51K | SH | $4.15M 0.89% | 30.51K | 0.00 | 0.00 |
HONEYWELL INTL INC COMSOLE | COMMON STOCK | 16.92K | SH | $3.82M 0.82% | 16.92K | 0.00 | 0.00 |
ESSENTIAL UTILITIES INCSOLE | COMMON STOCK | 92.94K | SH | $3.74M 0.81% | 92.94K | 0.00 | 0.00 |
I SHARES CORE S & P 500 ETFSOLE | ETF - EQUITY LARGE CAP | 5.70K | SH | $3.72M 0.80% | 5.70K | 0.00 | 0.00 |
ALPHABET INC - CLASS ASOLE | COMMON STOCK | 12.40K | SH | $3.57M 0.77% | 12.40K | 0.00 | 0.00 |
PROCTER AND GAMBLE CO COMSOLE | COMMON STOCK | 23.19K | SH | $3.35M 0.72% | 23.19K | 0.00 | 0.00 |
MERCK & CO INC NEWSOLE | COMMON STOCK | 26.18K | SH | $3.15M 0.68% | 26.18K | 0.00 | 0.00 |