RADNOR, PA
Allocation by class
Portfolio Concentration
Top 3 weight
36.1%
Top 10 weight
78.4%
Voting Authority Distribution
Total shares with voting rights: 5.38M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.38M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 382.98K | SH | $75.14M 13.25% | 0.00 | 0.00 | 382.98K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 160.85K | SH | $70.26M 12.39% | 0.00 | 0.00 | 160.85K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 1.01M | SH | $59.09M 10.42% | 0.00 | 0.00 | 1.01M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 638.59K | SH | $52.64M 9.28% | 0.00 | 0.00 | 638.59K |
VANGUARD INDEX FDSSOLE | SHORT TRM BOND | 550.06K | SH | $43.13M 7.60% | 0.00 | 0.00 | 550.06K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 709.15K | SH | $38.33M 6.76% | 0.00 | 0.00 | 709.15K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 283.44K | SH | $27.70M 4.88% | 0.00 | 0.00 | 283.44K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 146.89K | SH | $27.07M 4.77% | 0.00 | 0.00 | 146.89K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 104.40K | SH | $26.87M 4.74% | 0.00 | 0.00 | 104.40K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 278.20K | SH | $24.68M 4.35% | 0.00 | 0.00 | 278.20K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 363.88K | SH | $19.13M 3.37% | 0.00 | 0.00 | 363.88K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 79.19K | SH | $17.20M 3.03% | 0.00 | 0.00 | 79.19K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 54.77K | SH | $16.55M 2.92% | 0.00 | 0.00 | 54.77K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 70.84K | SH | $10.33M 1.82% | 0.00 | 0.00 | 70.84K |
ISHARES TRSOLE | NATIONAL MUN ETF | 58.41K | SH | $6.20M 1.09% | 0.00 | 0.00 | 58.41K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 52.87K | SH | $5.63M 0.99% | 0.00 | 0.00 | 52.87K |
EXXON MOBIL CORPSOLE | COM | 20.82K | SH | $3.53M 0.62% | 0.00 | 0.00 | 20.82K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 37.72K | SH | $2.99M 0.53% | 0.00 | 0.00 | 37.72K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 16.25K | SH | $2.25M 0.40% | 0.00 | 0.00 | 16.25K |
ISHARES TRSOLE | CORE MSCI PAC | 28.66K | SH | $2.19M 0.39% | 0.00 | 0.00 | 28.66K |
ISHARES TRSOLE | CORE S&P US GWT | 10.76K | SH | $1.67M 0.29% | 0.00 | 0.00 | 10.76K |
APPLE INCSOLE | COM | 6.09K | SH | $1.55M 0.27% | 0.00 | 0.00 | 6.09K |
ISHARES TRSOLE | S&P MC 400VL ETF | 10.70K | SH | $1.42M 0.25% | 0.00 | 0.00 | 10.70K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 27.54K | SH | $1.37M 0.24% | 0.00 | 0.00 | 27.54K |
MICROSOFT CORPSOLE | COM | 3.55K | SH | $1.31M 0.23% | 0.00 | 0.00 | 3.55K |