BERWYN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
21.0%
Top 10 weight
36.5%
Voting Authority Distribution
Total shares with voting rights: 6.94M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.94M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 451.32K | SH | $91.49M 14.84% | 0.00 | 0.00 | 451.32K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 46.42K | SH | $18.90M 3.07% | 0.00 | 0.00 | 46.42K |
APPLE INCSOLE | COM | 97.31K | SH | $18.88M 3.06% | 0.00 | 0.00 | 97.31K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 162.32K | SH | $17.22M 2.79% | 0.00 | 0.00 | 162.32K |
SPDR SER TRSOLE | PORTFOLIO INTRMD | 523.62K | SH | $16.81M 2.73% | 0.00 | 0.00 | 523.62K |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 41.23K | SH | $15.77M 2.56% | 0.00 | 0.00 | 41.23K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 62.88K | SH | $13.85M 2.25% | 0.00 | 0.00 | 62.88K |
SPDR SER TRSOLE | S&P DIVID ETF | 102.21K | SH | $12.53M 2.03% | 0.00 | 0.00 | 102.21K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 228.34K | SH | $10.54M 1.71% | 0.00 | 0.00 | 228.34K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 56.64K | SH | $9.20M 1.49% | 0.00 | 0.00 | 56.64K |
MICROSOFT CORPSOLE | COM | 24.76K | SH | $8.43M 1.37% | 0.00 | 0.00 | 24.76K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 34.27K | SH | $8.06M 1.31% | 0.00 | 0.00 | 34.27K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 51.42K | SH | $7.65M 1.24% | 0.00 | 0.00 | 51.42K |
ISHARES TRSOLE | CORE S&P MCP ETF | 28.14K | SH | $7.36M 1.19% | 0.00 | 0.00 | 28.14K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 136.13K | SH | $7.09M 1.15% | 0.00 | 0.00 | 136.13K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 14.91K | SH | $6.61M 1.07% | 0.00 | 0.00 | 14.91K |
MERCK & CO INCSOLE | COM | 52.88K | SH | $6.10M 0.99% | 0.00 | 0.00 | 52.88K |
PEPSICO INCSOLE | COM | 32.07K | SH | $5.94M 0.96% | 0.00 | 0.00 | 32.07K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 19.99K | SH | $5.50M 0.89% | 0.00 | 0.00 | 19.99K |
BROADCOM INCSOLE | COM | 5.96K | SH | $5.17M 0.84% | 0.00 | 0.00 | 5.96K |
ALPHABET INCSOLE | CAP STK CL A | 42.75K | SH | $5.12M 0.83% | 0.00 | 0.00 | 42.75K |
JOHNSON & JOHNSONSOLE | COM | 30.33K | SH | $5.02M 0.81% | 0.00 | 0.00 | 30.33K |
GOLDMAN SACHS ETF TRSOLE | EQUAL WEIGHT US | 73.63K | SH | $4.60M 0.75% | 0.00 | 0.00 | 73.63K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 21.55K | SH | $4.29M 0.70% | 0.00 | 0.00 | 21.55K |
SPDR GOLD TRSOLE | GOLD SHS | 23.84K | SH | $4.25M 0.69% | 0.00 | 0.00 | 23.84K |