MALVERN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
24.8%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 1.41B
Full voting authority
1.41B
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 41.27M | SH | $28.34B 13.21% | 41.27M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 38.84M | SH | $14.37B 6.70% | 38.84M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 52.16M | SH | $10.44B 4.86% | 52.16M | 0.00 | 0.00 |
APPLE INCDFND | COM | 31.66M | SH | $9.16B 4.27% | 31.66M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 16.03M | SH | $5.98B 2.79% | 16.03M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 21.11M | SH | $5.03B 2.34% | 21.11M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 12.66M | SH | $4.53B 2.11% | 12.66M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 10.21M | SH | $3.86B 1.80% | 10.21M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 10.19M | SH | $3.60B 1.68% | 10.19M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 56.89M | SH | $3.40B 1.58% | 56.89M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 2.44M | SH | $2.81B 1.31% | 2.44M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 4.74M | SH | $2.67B 1.24% | 4.74M | 0.00 | 0.00 |
TESLA INCDFND | COM | 6.08M | SH | $2.56B 1.19% | 6.08M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSDFND | DIV APP ETF | 10.67M | SH | $2.52B 1.18% | 10.67M | 0.00 | 0.00 |
ROYAL BK CDADFND | COM | 10.74M | SH | $2.22B 1.04% | 10.74M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 1.71M | SH | $2.05B 0.95% | 1.71M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 3.52M | SH | $2.05B 0.95% | 3.52M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 3.93M | SH | $1.97B 0.92% | 3.93M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 5.36M | SH | $1.75B 0.82% | 5.36M | 0.00 | 0.00 |
TORONTO DOMINION BK ONTDFND | COM NEW | 12.84M | SH | $1.56B 0.73% | 12.84M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 21.20M | SH | $1.51B 0.70% | 21.20M | 0.00 | 0.00 |
INTEL CORPDFND | COM | 10.18M | SH | $1.42B 0.66% | 10.18M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | LARGE CAP ETF | 4.02M | SH | $1.38B 0.64% | 4.02M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 5.24M | SH | $1.33B 0.62% | 5.24M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 17.95M | SH | $1.32B 0.61% | 17.95M | 0.00 | 0.00 |