RADNOR, PA
Allocation by class
Portfolio Concentration
Top 3 weight
12.2%
Top 10 weight
28.4%
Voting Authority Distribution
Total shares with voting rights: 4.63M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 87K | SH | $26.00M 4.55% | 0.00 | 0.00 | 87K |
BROADCOM INCSOLE | COM | 80.49K | SH | $24.91M 4.36% | 0.00 | 0.00 | 80.49K |
MICROSOFT CORPSOLE | COM | 50.29K | SH | $18.61M 3.26% | 0.00 | 0.00 | 50.29K |
ISHARES TRSOLE | CORE S&P500 ETF | 24.87K | SH | $16.24M 2.84% | 0.00 | 0.00 | 24.87K |
EATON CORP PLCSOLE | SHS | 40.23K | SH | $14.39M 2.52% | 0.00 | 0.00 | 40.23K |
VERTIV HOLDINGS COSOLE | COM CL A | 57.03K | SH | $14.29M 2.50% | 0.00 | 0.00 | 57.03K |
JPMORGAN CHASE & COSOLE | COM | 42.27K | SH | $12.43M 2.17% | 0.00 | 0.00 | 42.27K |
CHEVRON CORPORATIONSOLE | COM | 59K | SH | $12.21M 2.14% | 0.00 | 0.00 | 59K |
APPLE INCSOLE | COM | 46.44K | SH | $11.79M 2.06% | 0.00 | 0.00 | 46.44K |
RTX CORPORATIONSOLE | COM | 59.99K | SH | $11.57M 2.02% | 0.00 | 0.00 | 59.99K |
ABBVIE INCSOLE | COM | 51.41K | SH | $11.18M 1.96% | 0.00 | 0.00 | 51.41K |
PHILLIPS 66SOLE | COM | 61.30K | SH | $11.17M 1.95% | 0.00 | 0.00 | 61.30K |
ISHARES TRSOLE | CORE S&P SCP ETF | 90.61K | SH | $11.05M 1.93% | 0.00 | 0.00 | 90.61K |
ORACLE CORPSOLE | COM | 75.11K | SH | $11.05M 1.93% | 0.00 | 0.00 | 75.11K |
ELI LILLY & COSOLE | COM | 11.79K | SH | $10.85M 1.90% | 0.00 | 0.00 | 11.79K |
CUMMINS INCSOLE | COM | 20.01K | SH | $10.77M 1.88% | 0.00 | 0.00 | 20.01K |
CASEYS GEN STORES INCSOLE | COM | 13.43K | SH | $9.78M 1.71% | 0.00 | 0.00 | 13.43K |
TE CONNECTIVITY PLCSOLE | ORD SHS | 46.20K | SH | $9.66M 1.69% | 0.00 | 0.00 | 46.20K |
MORGAN STANLEYSOLE | COM NEW | 57.64K | SH | $9.49M 1.66% | 0.00 | 0.00 | 57.64K |
AMERIPRISE FINL INCSOLE | COM | 21.02K | SH | $9.34M 1.63% | 0.00 | 0.00 | 21.02K |
CISCO SYS INCSOLE | COM | 119.86K | SH | $9.30M 1.63% | 0.00 | 0.00 | 119.86K |
HARBOR ETF TRUSTSOLE | INTERNATNAL COMP | 314.87K | SH | $9.12M 1.59% | 0.00 | 0.00 | 314.87K |
AMGEN INCSOLE | COM | 25.54K | SH | $8.99M 1.57% | 0.00 | 0.00 | 25.54K |
WASTE MGMT INC DELSOLE | COM | 37.69K | SH | $8.66M 1.51% | 0.00 | 0.00 | 37.69K |
UNION PAC CORPSOLE | COM | 35.62K | SH | $8.64M 1.51% | 0.00 | 0.00 | 35.62K |