BLUE BELL, PA
Allocation by class
Portfolio Concentration
Top 3 weight
31.5%
Top 10 weight
53.3%
Voting Authority Distribution
Total shares with voting rights: 2.11M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.11M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INFO TECH ETFSOLE | COM | 109.16K | SH | $76.16M 17.11% | 0.00 | 0.00 | 109.16K |
APPLE INCSOLE | COM | 155.27K | SH | $39.40M 8.85% | 0.00 | 0.00 | 155.27K |
VANGUARD TOTAL U.S. STOCK MARKSOLE | COM | 76.87K | SH | $24.66M 5.54% | 0.00 | 0.00 | 76.87K |
VANGUARD GROWTH ETFSOLE | COM | 46.59K | SH | $20.35M 4.57% | 0.00 | 0.00 | 46.59K |
VANGUARD MID-CAP ETFSOLE | COM | 58.01K | SH | $16.66M 3.74% | 0.00 | 0.00 | 58.01K |
BERKSHIRE HATHAWAY INC DEL CLSOLE | COM | 32.97K | SH | $15.80M 3.55% | 0.00 | 0.00 | 32.97K |
VANGUARD SMALL-CAP ETFSOLE | COM | 43.62K | SH | $11.43M 2.57% | 0.00 | 0.00 | 43.62K |
STATE STREET SPDR S&P 500 ETFSOLE | COM | 17.54K | SH | $11.41M 2.56% | 0.00 | 0.00 | 17.54K |
MICROSOFT CORPSOLE | COM | 28.91K | SH | $10.70M 2.40% | 0.00 | 0.00 | 28.91K |
VANGUARD S&P 500 ETFSOLE | COM | 17.71K | SH | $10.59M 2.38% | 0.00 | 0.00 | 17.71K |
THERMO FISHER SCIENTIFIC INC.SOLE | COM | 17.31K | SH | $8.51M 1.91% | 0.00 | 0.00 | 17.31K |
AMETEK INC NEWSOLE | COM | 36.77K | SH | $7.88M 1.77% | 0.00 | 0.00 | 36.77K |
NVIDIA CORPSOLE | COM | 39.97K | SH | $6.97M 1.57% | 0.00 | 0.00 | 39.97K |
VANGUARD HIGH DIVIDEND YIELD ISOLE | COM | 41.37K | SH | $6.13M 1.38% | 0.00 | 0.00 | 41.37K |
EXXON MOBIL CORPORATIONSOLE | COM | 33.11K | SH | $5.62M 1.26% | 0.00 | 0.00 | 33.11K |
VANGUARD DIVIDEND APPRECIATIONSOLE | COM | 25.88K | SH | $5.57M 1.25% | 0.00 | 0.00 | 25.88K |
WAL-MART STORESSOLE | COM | 44.66K | SH | $5.55M 1.25% | 0.00 | 0.00 | 44.66K |
FIRST TRUST ISE CLOUD COMPUTINSOLE | COM | 48.05K | SH | $5.26M 1.18% | 0.00 | 0.00 | 48.05K |
DANAHER CORPSOLE | COM | 27.56K | SH | $5.23M 1.17% | 0.00 | 0.00 | 27.56K |
ARISTA NETWORKS INCSOLE | COM | 41K | SH | $5.03M 1.13% | 0.00 | 0.00 | 41K |
RTX CORPORATION COMSOLE | COM | 24.73K | SH | $4.77M 1.07% | 0.00 | 0.00 | 24.73K |
JOHNSON & JOHNSONSOLE | COM | 19.23K | SH | $4.70M 1.06% | 0.00 | 0.00 | 19.23K |
VANGUARD COMMUNICATION SERVICESOLE | COM | 25.68K | SH | $4.62M 1.04% | 0.00 | 0.00 | 25.68K |
ZOETIS, INC.SOLE | COM | 38.79K | SH | $4.58M 1.03% | 0.00 | 0.00 | 38.79K |
VANGUARD VALUE ETFSOLE | COM | 22.82K | SH | $4.48M 1.01% | 0.00 | 0.00 | 22.82K |