BLUE BELL, PA
Allocation by class
Portfolio Concentration
Top 3 weight
33.5%
Top 10 weight
53.9%
Voting Authority Distribution
Total shares with voting rights: 3.44M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.44M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | INF TECH ETF | 870.73K | SH | $98.65M 18.58% | 0.00 | 0.00 | 870.73K |
APPLE INCSOLE | COM | 153.79K | SH | $51.22M 9.65% | 0.00 | 0.00 | 153.79K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 77.29K | SH | $28.20M 5.31% | 0.00 | 0.00 | 77.29K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 283.85K | SH | $23.70M 4.46% | 0.00 | 0.00 | 283.85K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 232.11K | SH | $18.70M 3.52% | 0.00 | 0.00 | 232.11K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 32.64K | SH | $16.15M 3.04% | 0.00 | 0.00 | 32.64K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 17.72K | SH | $13.09M 2.47% | 0.00 | 0.00 | 17.72K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 44.01K | SH | $13.00M 2.45% | 0.00 | 0.00 | 44.01K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 18.12K | SH | $12.30M 2.32% | 0.00 | 0.00 | 18.12K |
MICROSOFT CORPSOLE | COM | 28.72K | SH | $10.96M 2.07% | 0.00 | 0.00 | 28.72K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 16.79K | SH | $9.54M 1.80% | 0.00 | 0.00 | 16.79K |
AMETEK INCSOLE | COM | 36.58K | SH | $8.85M 1.67% | 0.00 | 0.00 | 36.58K |
URBAN OUTFITTERS INCSOLE | COM | 122K | SH | $8.54M 1.61% | 0.00 | 0.00 | 122K |
NVIDIA CORPORATIONSOLE | COM | 38.69K | SH | $8.00M 1.51% | 0.00 | 0.00 | 38.69K |
ARISTA NETWORKS INCSOLE | COM SHS | 40.02K | SH | $6.96M 1.31% | 0.00 | 0.00 | 40.02K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 42.40K | SH | $6.88M 1.30% | 0.00 | 0.00 | 42.40K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 26.20K | SH | $6.25M 1.18% | 0.00 | 0.00 | 26.20K |
FIRST TR EXCHANGE-TRADED FDSOLE | CLOUD COMPUTING | 47.26K | SH | $6.24M 1.17% | 0.00 | 0.00 | 47.26K |
RTX CORPORATIONSOLE | COM | 24.70K | SH | $5.26M 0.99% | 0.00 | 0.00 | 24.70K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 23.55K | SH | $5.20M 0.98% | 0.00 | 0.00 | 23.55K |
DANAHER CORP DELSOLE | COM | 26.86K | SH | $5.14M 0.97% | 0.00 | 0.00 | 26.86K |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 36.71K | SH | $5.06M 0.95% | 0.00 | 0.00 | 36.71K |
JOHNSON & JOHNSONSOLE | COM | 18.78K | SH | $4.95M 0.93% | 0.00 | 0.00 | 18.78K |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDAQ CYB ETF | 55.38K | SH | $4.90M 0.92% | 0.00 | 0.00 | 55.38K |
WALMART INCSOLE | COM | 44.59K | SH | $4.88M 0.92% | 0.00 | 0.00 | 44.59K |