WILMINGTON, DE
Allocation by class
Portfolio Concentration
Top 3 weight
16.3%
Top 10 weight
30.7%
Voting Authority Distribution
Total shares with voting rights: 44.40M
Full voting authority
307.00
shares
Joint voting authority
0.00
shares
No voting authority
44.40M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 4.10M | SH | $262.88M 6.27% | 0.00 | 0.00 | 4.10M |
COMCAST CORP NEWDFND | CL A | 7.96M | SH | $228.51M 5.45% | 0.00 | 0.00 | 7.96M |
APPLE INCDFND | COM | 759.31K | SH | $192.70M 4.59% | 0.00 | 0.00 | 759.31K |
MICROSOFT CORPDFND | COM | 273.19K | SH | $101.13M 2.41% | 120.00 | 0.00 | 273.07K |
ISHARES TRDFND | CORE S&P500 ETF | 154.68K | SH | $101.04M 2.41% | 0.00 | 0.00 | 154.68K |
ISHARES TRDFND | RUS TP200 GR ETF | 372.71K | SH | $92.75M 2.21% | 0.00 | 0.00 | 372.71K |
JOHNSON & JOHNSONDFND | COM | 352.38K | SH | $86.13M 2.05% | 0.00 | 0.00 | 352.38K |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 231.86K | SH | $74.38M 1.77% | 0.00 | 0.00 | 231.86K |
ALPHABET INCDFND | CAP STK CL C | 256.94K | SH | $73.71M 1.76% | 0.00 | 0.00 | 256.94K |
JPMORGAN CHASE & CODFND | COM | 248.14K | SH | $72.99M 1.74% | 0.00 | 0.00 | 248.14K |
ISHARES TRDFND | EAFE SML CP ETF | 861.10K | SH | $67.52M 1.61% | 0.00 | 0.00 | 861.10K |
ISHARES TRDFND | RUS 1000 GRW ETF | 137.91K | SH | $58.80M 1.40% | 0.00 | 0.00 | 137.91K |
ISHARES TRDFND | MSCI USA QLT FCT | 304.13K | SH | $58.34M 1.39% | 0.00 | 0.00 | 304.13K |
ISHARES TRDFND | MSCI EAFE ETF | 593.53K | SH | $57.65M 1.37% | 0.00 | 0.00 | 593.53K |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 76.00 | SH | $54.58M 1.30% | 0.00 | 0.00 | 76.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 80.07K | SH | $52.08M 1.24% | 0.00 | 0.00 | 80.07K |
EXXON MOBIL CORPDFND | COM | 292.66K | SH | $49.65M 1.18% | 0.00 | 0.00 | 292.66K |
PROCTER & GAMBLE CODFND | COM | 333.74K | SH | $48.20M 1.15% | 0.00 | 0.00 | 333.74K |
ISHARES TRDFND | RUS TP200 VL ETF | 504.65K | SH | $46.77M 1.11% | 0.00 | 0.00 | 504.65K |
ISHARES TRDFND | MSCI EMG MKT ETF | 806.52K | SH | $45.80M 1.09% | 0.00 | 0.00 | 806.52K |
CORNING INCDFND | COM | 294.34K | SH | $40.02M 0.95% | 0.00 | 0.00 | 294.34K |
ISHARES TRDFND | RUS MID CAP ETF | 410.63K | SH | $39.93M 0.95% | 0.00 | 0.00 | 410.63K |
SCHWAB STRATEGIC TRDFND | US LRG CAP ETF | 1.50M | SH | $38.50M 0.92% | 0.00 | 0.00 | 1.50M |
ISHARES TRDFND | S&P MC 400VL ETF | 283.54K | SH | $37.57M 0.90% | 0.00 | 0.00 | 283.54K |
ISHARES TRDFND | S&P MC 400GR ETF | 368.14K | SH | $37.04M 0.88% | 0.00 | 0.00 | 368.14K |