RADNOR, PA
Allocation by class
Portfolio Concentration
Top 3 weight
25.1%
Top 10 weight
68.6%
Voting Authority Distribution
Total shares with voting rights: 48.01M
Full voting authority
48.01M
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 | 4.07M | SH | $350.73M 8.98% | 4.07M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 1.47M | SH | $319.44M 8.18% | 1.47M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 3.98M | SH | $310.02M 7.93% | 3.98M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 817.97K | SH | $302.68M 7.75% | 817.97K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 3.29M | SH | $275.91M 7.06% | 3.29M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 380.23K | SH | $261.14M 6.68% | 380.23K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 9.44M | SH | $250.15M 6.40% | 9.44M | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 4.82M | SH | $233.19M 5.97% | 4.82M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 2.75M | SH | $189.61M 4.85% | 2.75M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 2.63M | SH | $187.37M 4.80% | 2.63M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 3.88M | SH | $181.65M 4.65% | 3.88M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 2.25M | SH | $172.72M 4.42% | 2.25M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS3000IDX | 458.19K | SH | $151.85M 3.89% | 458.19K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 2.24M | SH | $133.94M 3.43% | 2.24M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 1.52M | SH | $126.00M 3.22% | 1.52M | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 1.44M | SH | $123.06M 3.15% | 1.44M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 1.37M | SH | $121.31M 3.10% | 1.37M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 293.14K | SH | $88.86M 2.27% | 293.14K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 740.40K | SH | $85.66M 2.19% | 740.40K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 170.93K | SH | $42.09M 1.08% | 170.93K | 0.00 | 0.00 |