MALVERN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
78.5%
Top 10 weight
96.2%
Voting Authority Distribution
Total shares with voting rights: 255.88M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
255.88M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 28.49M | SH | $9.14B 35.83% | 0.00 | 0.00 | 28.49M |
VANGUARD STAR FDSDFND | VG TL INTL STK F | 87.52M | SH | $6.75B 26.45% | 0.00 | 0.00 | 87.52M |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 56.13M | SH | $4.13B 16.21% | 0.00 | 0.00 | 56.13M |
VANGUARD CHARLOTTE FDSDFND | TOTAL INT BD ETF | 54.01M | SH | $2.60B 10.17% | 0.00 | 0.00 | 54.01M |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 709.23K | SH | $423.80M 1.66% | 0.00 | 0.00 | 709.23K |
VANGUARD WORLD FDDFND | ESG US STK ETF | 3.70M | SH | $415.41M 1.63% | 0.00 | 0.00 | 3.70M |
VANGUARD WORLD FDDFND | ESG INTL STK ETF | 4.02M | SH | $288.55M 1.13% | 0.00 | 0.00 | 4.02M |
VANGUARD INDEX FDSDFND | EXTEND MKT ETF | 1.33M | SH | $272.96M 1.07% | 0.00 | 0.00 | 1.33M |
VANGUARD INTL EQUITY INDEX FDFND | ALLWRLD EX US | 3.51M | SH | $263.78M 1.03% | 0.00 | 0.00 | 3.51M |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 3.99M | SH | $255.66M 1.00% | 0.00 | 0.00 | 3.99M |
VANGUARD MUN BD FDSDFND | TAX EXEMPT BD | 3.85M | SH | $192.19M 0.75% | 0.00 | 0.00 | 3.85M |
VANGUARD WORLD FDDFND | ESG US CORP BD | 2.01M | SH | $126.03M 0.49% | 0.00 | 0.00 | 2.01M |
VANGUARD INDEX FDSDFND | VALUE ETF | 430.46K | SH | $84.46M 0.33% | 0.00 | 0.00 | 430.46K |
VANGUARD INDEX FDSDFND | GROWTH ETF | 173.91K | SH | $75.96M 0.30% | 0.00 | 0.00 | 173.91K |
VANGUARD BD INDEX FDSDFND | INTERMED TERM | 880.95K | SH | $67.99M 0.27% | 0.00 | 0.00 | 880.95K |
VANGUARD BD INDEX FDSDFND | SHORT TRM BOND | 788.55K | SH | $61.83M 0.24% | 0.00 | 0.00 | 788.55K |
VANGUARD SCOTTSDALE FDSDFND | INTER TERM TREAS | 807.59K | SH | $48.09M 0.19% | 0.00 | 0.00 | 807.59K |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 814.50K | SH | $44.02M 0.17% | 0.00 | 0.00 | 814.50K |
VANGUARD SCOTTSDALE FDSDFND | SHORT TERM TREAS | 732.57K | SH | $42.88M 0.17% | 0.00 | 0.00 | 732.57K |
VANGUARD BD INDEX FDSDFND | LONG TERM BOND | 488.74K | SH | $33.62M 0.13% | 0.00 | 0.00 | 488.74K |
VANGUARD SCOTTSDALE FDSDFND | VNG RUS1000IDX | 112.82K | SH | $33.29M 0.13% | 0.00 | 0.00 | 112.82K |
VANGUARD INDEX FDSDFND | SMALL CP ETF | 115.54K | SH | $30.26M 0.12% | 0.00 | 0.00 | 115.54K |
VANGUARD SPECIALIZED FUNDSDFND | DIV APP ETF | 42.34K | SH | $9.11M 0.04% | 0.00 | 0.00 | 42.34K |
ISHARES TRDFND | CORE S&P500 ETF | 10.11K | SH | $6.60M 0.03% | 0.00 | 0.00 | 10.11K |
VANGUARD WORLD FDDFND | MEGA GRWTH IND | 17.29K | SH | $6.35M 0.02% | 0.00 | 0.00 | 17.29K |