SOUDERTON, PA
Allocation by class
Portfolio Concentration
Top 3 weight
22.0%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 15.97M
Full voting authority
3.50M
shares
Joint voting authority
0.00
shares
No voting authority
12.47M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDSDFND | VG TL INTL STK F | 2.15M | SH | $183.97M 9.03% | 750.01K | 0.00 | 1.40M |
SPDR SERIES TRUSTDFND | ST STR P500ETF | 1.83M | SH | $161.13M 7.91% | 383.13K | 0.00 | 1.45M |
APPLE INCDFND | COM | 357.45K | SH | $103.43M 5.08% | 61.94K | 0.00 | 295.51K |
ALPHABET INCOTR | CAP STK CL A | 241.49K | SH | $86.30M 4.24% | 65.83K | 0.00 | 175.66K |
MICRON TECHNOLOGY INCDFND | COM | 62.21K | SH | $71.80M 3.52% | 17.07K | 0.00 | 45.14K |
MICROSOFT CORPDFND | COM | 183.29K | SH | $68.37M 3.36% | 45.74K | 0.00 | 137.55K |
NVIDIA CORPORATIONDFND | COM | 330.31K | SH | $66.09M 3.24% | 83.15K | 0.00 | 247.16K |
AMAZON COM INCOTR | COM | 269.38K | SH | $64.20M 3.15% | 73.29K | 0.00 | 196.09K |
SPDR SERIES TRUSTDFND | ST STR AGGRE ETF | 2.35M | SH | $59.99M 2.94% | 441.57K | 0.00 | 1.91M |
ISHARES TRDFND | CORE UNIVRSL USD | 1.28M | SH | $59.02M 2.90% | 7.17K | 0.00 | 1.27M |
BROADCOM INCDFND | COM | 140.27K | SH | $52.99M 2.60% | 36.49K | 0.00 | 103.79K |
ELI LILLY & CODFND | COM | 33.82K | SH | $40.56M 1.99% | 9.56K | 0.00 | 24.26K |
META PLATFORMS INCDFND | CL A | 63.73K | SH | $35.90M 1.76% | 17.08K | 0.00 | 46.65K |
NEXTERA ENERGY INCDFND | COM | 344.77K | SH | $30.26M 1.49% | 91.56K | 0.00 | 253.22K |
SELECT SECTOR SPDR TRDFND | ST STR ENERG ETF | 560.45K | SH | $29.77M 1.46% | 159.64K | 0.00 | 400.81K |
APPLIED MATLS INCOTR | COM | 37.61K | SH | $27.20M 1.33% | 7.41K | 0.00 | 30.21K |
VISA INCDFND | COM CL A | 76.95K | SH | $26.40M 1.30% | 21.05K | 0.00 | 55.90K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 37.71K | SH | $25.90M 1.27% | 35.29K | 0.00 | 2.43K |
UNIVEST FINANCIAL CORPORATIODFND | COM | 503.43K | SH | $22.03M 1.08% | 199.18K | 0.00 | 304.26K |
SPDR SERIES TRUSTDFND | ST STR P500GRW | 172.59K | SH | $20.54M 1.01% | 45.72K | 0.00 | 126.87K |
S&P GLOBAL INCOTR | COM | 50.22K | SH | $20.45M 1.00% | 15.32K | 0.00 | 34.89K |
UNITEDHEALTH GROUP INCOTR | COM | 48.03K | SH | $19.96M 0.98% | 14.23K | 0.00 | 33.80K |
BLACKROCK INCOTR | COM | 18.50K | SH | $17.79M 0.87% | 4.29K | 0.00 | 14.21K |
JOHNSON & JOHNSONDFND | COM | 69.50K | SH | $17.65M 0.87% | 50.62K | 0.00 | 18.87K |
VANGUARD WORLD FDDFND | MEGA GRWTH IND | 195.56K | SH | $17.19M 0.84% | 2.63K | 0.00 | 192.93K |