MALVERN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
24.2%
Top 10 weight
41.1%
Voting Authority Distribution
Total shares with voting rights: 1.37B
Full voting authority
1.37B
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 | 39.60M | SH | $23.66B 12.79% | 39.60M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 36.92M | SH | $11.84B 6.40% | 36.92M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 53.08M | SH | $9.26B 5.00% | 53.08M | 0.00 | 0.00 |
APPLE INCDFND | COM | 32.09M | SH | $8.15B 4.40% | 32.09M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 16.25M | SH | $6.01B 3.25% | 16.25M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 21.35M | SH | $4.45B 2.40% | 21.35M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 12.75M | SH | $3.67B 1.98% | 12.75M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 10.37M | SH | $3.21B 1.73% | 10.37M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 10.23M | SH | $2.94B 1.59% | 10.23M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 53.25M | SH | $2.88B 1.56% | 53.25M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 4.78M | SH | $2.74B 1.48% | 4.78M | 0.00 | 0.00 |
TESLA INCDFND | COM | 6.16M | SH | $2.29B 1.24% | 6.16M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSDFND | DIV APP ETF | 10.63M | SH | $2.29B 1.24% | 10.63M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 3.98M | SH | $1.91B 1.03% | 3.98M | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 5.46M | SH | $1.61B 0.87% | 5.46M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 1.74M | SH | $1.60B 0.86% | 1.74M | 0.00 | 0.00 |
ROYAL BK CDADFND | COM | 9.85M | SH | $1.59B 0.86% | 9.85M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 9.25M | SH | $1.57B 0.85% | 9.25M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 20.98M | SH | $1.34B 0.73% | 20.98M | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 5.31M | SH | $1.30B 0.70% | 5.31M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 17.03M | SH | $1.25B 0.68% | 17.03M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | LARGE CAP ETF | 4M | SH | $1.20B 0.65% | 4M | 0.00 | 0.00 |
WALMART INCDFND | COM | 9.57M | SH | $1.19B 0.64% | 9.57M | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 3.68M | SH | $1.11B 0.60% | 3.68M | 0.00 | 0.00 |
TORONTO DOMINION BK ONTDFND | COM NEW | 11.82M | SH | $1.10B 0.60% | 11.82M | 0.00 | 0.00 |