MALVERN, PA
Allocation by class
Portfolio Concentration
Top 3 weight
51.2%
Top 10 weight
65.3%
Voting Authority Distribution
Total shares with voting rights: 9.96M
Full voting authority
9.96M
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 | TOTAL STK MKT | 1.31M | SH | $421.53M 26.56% | 1.31M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 347.11K | SH | $207.42M 13.07% | 347.11K | 0.00 | 0.00 |
VANGUARD STAR FDSDFND | VG TL INTL STK F | 2.38M | SH | $183.46M 11.56% | 2.38M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 86.97K | SH | $56.56M 3.56% | 86.97K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | EXTEND MKT ETF | 226.75K | SH | $46.67M 2.94% | 226.75K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | ALLWRLD EX US | 549.61K | SH | $41.28M 2.60% | 549.61K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 357.76K | SH | $22.93M 1.44% | 357.76K | 0.00 | 0.00 |
APPLE INCDFND | COM | 86.42K | SH | $21.93M 1.38% | 86.42K | 0.00 | 0.00 |
S&P GLOBAL INCDFND | COM | 44.32K | SH | $18.85M 1.19% | 44.32K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | TT WRLD ST ETF | 114.95K | SH | $15.90M 1.00% | 114.95K | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 22.13K | SH | $14.45M 0.91% | 22.13K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSDFND | DIV APP ETF | 62.30K | SH | $13.40M 0.84% | 62.30K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI EAFE ETF | 137.07K | SH | $13.31M 0.84% | 137.07K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | GROWTH ETF | 30.44K | SH | $13.29M 0.84% | 30.44K | 0.00 | 0.00 |
ISHARES TRDFND | RUS 1000 GRW ETF | 29.79K | SH | $12.70M 0.80% | 29.79K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSDFND | INTL HIGH ETF | 132.59K | SH | $12.50M 0.79% | 132.59K | 0.00 | 0.00 |
VANGUARD MUN BD FDSDFND | TAX EXEMPT BD | 241.90K | SH | $12.07M 0.76% | 241.90K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | MID CAP ETF | 38.97K | SH | $11.19M 0.71% | 38.97K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 204.60K | SH | $11.06M 0.70% | 204.60K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 149.53K | SH | $11.01M 0.69% | 149.53K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 29.47K | SH | $10.91M 0.69% | 29.47K | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P MCP ETF | 155.05K | SH | $10.47M 0.66% | 155.05K | 0.00 | 0.00 |
ISHARES TRDFND | RUSSELL 2000 ETF | 42.13K | SH | $10.45M 0.66% | 42.13K | 0.00 | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 16.58K | SH | $9.57M 0.60% | 16.58K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 54.69K | SH | $9.54M 0.60% | 54.69K | 0.00 | 0.00 |