RADNOR, PA
Allocation by class
Portfolio Concentration
Top 3 weight
25.9%
Top 10 weight
71.3%
Voting Authority Distribution
Total shares with voting rights: 41.53M
Full voting authority
41.53M
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 INDEX FDSSOLE | GROWTH ETF | 719.05K | SH | $314.08M 9.09% | 719.05K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 3.90M | SH | $306.12M 8.86% | 3.90M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 1.40M | SH | $274.54M 7.95% | 1.40M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 826.60K | SH | $265.18M 7.68% | 826.60K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 3.32M | SH | $249.01M 7.21% | 3.32M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 8.91M | SH | $237.04M 6.86% | 8.91M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 385.89K | SH | $230.59M 6.68% | 385.89K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 4.71M | SH | $226.24M 6.55% | 4.71M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 2.63M | SH | $180.70M 5.23% | 2.63M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 3.79M | SH | $178.00M 5.15% | 3.79M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 2.65M | SH | $170.04M 4.92% | 2.65M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 2.19M | SH | $168.71M 4.88% | 2.19M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS3000IDX | 462.64K | SH | $133.04M 3.85% | 462.64K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 1.64M | SH | $114.17M 3.31% | 1.64M | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 1.45M | SH | $111.74M 3.24% | 1.45M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 1.33M | SH | $109.96M 3.18% | 1.33M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 773.84K | SH | $75.63M 2.19% | 773.84K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 284.32K | SH | $74.47M 2.16% | 284.32K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 168.81K | SH | $34.74M 1.01% | 168.81K | 0.00 | 0.00 |