SOUDERTON, PA
Allocation by class
Portfolio Concentration
Top 3 weight
22.1%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 15.49M
Full voting authority
3.52M
shares
Joint voting authority
0.00
shares
No voting authority
11.97M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSDFND | VG TL INTL STK F | 2.13M | SH | $164.18M 9.22% | 772.21K | 0.00 | 1.36M |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 1.81M | SH | $138.38M 7.77% | 376.51K | 0.00 | 1.43M |
APPLE INCDFND | COM | 357K | SH | $90.60M 5.09% | 63.20K | 0.00 | 293.80K |
ALPHABET INCDFND | CAP STK CL A | 238.13K | SH | $68.48M 3.85% | 67.75K | 0.00 | 170.38K |
MICROSOFT CORPOTR | COM | 176.05K | SH | $65.17M 3.66% | 44.60K | 0.00 | 131.45K |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 2.42M | SH | $61.90M 3.48% | 444.69K | 0.00 | 1.97M |
NVIDIA CORPORATIONDFND | COM | 316.21K | SH | $55.15M 3.10% | 83.67K | 0.00 | 232.55K |
AMAZON COM INCDFND | COM | 263.50K | SH | $54.88M 3.08% | 69.64K | 0.00 | 193.86K |
ISHARES TRDFND | CORE UNIVRSL USD | 1.10M | SH | $50.87M 2.86% | 7.17K | 0.00 | 1.09M |
BROADCOM INCDFND | COM | 139.48K | SH | $43.17M 2.42% | 37.88K | 0.00 | 101.60K |
META PLATFORMS INCDFND | CL A | 62.41K | SH | $35.71M 2.01% | 16.64K | 0.00 | 45.77K |
SELECT SECTOR SPDR TROTR | STATE STREET ENE | 549.72K | SH | $33.68M 1.89% | 153.75K | 0.00 | 395.97K |
NEXTERA ENERGY INCOTR | COM | 337.40K | SH | $31.34M 1.76% | 90.53K | 0.00 | 246.88K |
ELI LILLY & CODFND | COM | 32.45K | SH | $29.84M 1.68% | 9.65K | 0.00 | 22.79K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 40.53K | SH | $24.22M 1.36% | 38.07K | 0.00 | 2.45K |
VISA INCOTR | COM CL A | 78.16K | SH | $23.62M 1.33% | 20.92K | 0.00 | 57.23K |
MICRON TECHNOLOGY INCDFND | COM | 65.08K | SH | $21.99M 1.23% | 18.58K | 0.00 | 46.50K |
S&P GLOBAL INCOTR | COM | 46.13K | SH | $19.62M 1.10% | 14.59K | 0.00 | 31.54K |
COSTCO WHOLESALE CORPORATIONOTR | COM | 18.35K | SH | $18.28M 1.03% | 4.24K | 0.00 | 14.11K |
UNIVEST FINANCIAL CORPORATIODFND | COM | 501.75K | SH | $17.19M 0.97% | 199.88K | 0.00 | 301.88K |
BLACKROCK INCOTR | COM | 17.61K | SH | $16.93M 0.95% | 4.19K | 0.00 | 13.41K |
JOHNSON & JOHNSONDFND | COM | 68.51K | SH | $16.75M 0.94% | 50.62K | 0.00 | 17.89K |
THERMO FISHER SCIENTIFIC INCDFND | COM | 33.26K | SH | $16.35M 0.92% | 10.10K | 0.00 | 23.16K |
SPDR SERIES TRUSTOTR | STATE STREET SPD | 159.31K | SH | $15.60M 0.88% | 46.04K | 0.00 | 113.27K |
ISHARES TRDFND | NATIONAL MUN ETF | 143.75K | SH | $15.26M 0.86% | 2.44K | 0.00 | 141.30K |