WILMINGTON, DE
Allocation by class
Portfolio Concentration
Top 3 weight
15.9%
Top 10 weight
31.6%
Voting Authority Distribution
Total shares with voting rights: 40.99M
Full voting authority
307.00
shares
Joint voting authority
0.00
shares
No voting authority
40.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 3.89M | SH | $274.96M 6.27% | 0.00 | 0.00 | 3.89M |
APPLE INCDFND | COM | 743.38K | SH | $247.56M 5.64% | 0.00 | 0.00 | 743.38K |
COMCAST CORP NEWDFND | CL A | 8.04M | SH | $175.02M 3.99% | 0.00 | 0.00 | 8.04M |
MICROSOFT CORPDFND | COM | 262.87K | SH | $134.82M 3.07% | 120.00 | 0.00 | 262.75K |
ISHARES TRDFND | CORE S&P500 ETF | 155.09K | SH | $118.78M 2.71% | 0.00 | 0.00 | 155.09K |
ISHARES TRDFND | RUS TP200 GR ETF | 348.22K | SH | $102.69M 2.34% | 0.00 | 0.00 | 348.22K |
ALPHABET INCDFND | CAP STK CL C | 246.76K | SH | $84.08M 1.92% | 0.00 | 0.00 | 246.76K |
JOHNSON & JOHNSONDFND | COM | 316.85K | SH | $83.88M 1.91% | 0.00 | 0.00 | 316.85K |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 223.28K | SH | $83.56M 1.91% | 0.00 | 0.00 | 223.28K |
ISHARES TRDFND | RUS 1000 GRW ETF | 652.66K | SH | $81.75M 1.86% | 0.00 | 0.00 | 652.66K |
ISHARES TRDFND | MSCI EAFE ETF | 775.29K | SH | $80.54M 1.84% | 0.00 | 0.00 | 775.29K |
JPMORGAN CHASE & CODFND | COM | 237.73K | SH | $78.65M 1.79% | 0.00 | 0.00 | 237.73K |
ISHARES TRDFND | EAFE SML CP ETF | 895.98K | SH | $75.64M 1.72% | 0.00 | 0.00 | 895.98K |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 91.19K | SH | $69.54M 1.59% | 0.00 | 0.00 | 91.19K |
ISHARES TRDFND | MSCI USA QLT FCT | 258.15K | SH | $57.37M 1.31% | 0.00 | 0.00 | 258.15K |
ISHARES TRDFND | MSCI EMG MKT ETF | 833.66K | SH | $55.68M 1.27% | 0.00 | 0.00 | 833.66K |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 74.00 | SH | $55.28M 1.26% | 0.00 | 0.00 | 74.00 |
ISHARES TRDFND | RUS TP200 VL ETF | 479.50K | SH | $52.52M 1.20% | 0.00 | 0.00 | 479.50K |
ISHARES TRDFND | RUS 1000 VAL ETF | 199.97K | SH | $49.58M 1.13% | 0.00 | 0.00 | 199.97K |
ISHARES TRDFND | RUS MID CAP ETF | 439.52K | SH | $46.90M 1.07% | 0.00 | 0.00 | 439.52K |
PROCTER & GAMBLE CODFND | COM | 315.79K | SH | $45.88M 1.05% | 0.00 | 0.00 | 315.79K |
INVESCO QQQ TRDFND | UNIT SER 1 | 57.82K | SH | $42.78M 0.98% | 0.00 | 0.00 | 57.82K |
AMAZON COM INCDFND | COM | 171.28K | SH | $42.67M 0.97% | 0.00 | 0.00 | 171.28K |
CISCO SYS INCDFND | COM | 391.20K | SH | $42.10M 0.96% | 0.00 | 0.00 | 391.20K |
SCHWAB STRATEGIC TRDFND | US LRG CAP ETF | 1.40M | SH | $41.99M 0.96% | 0.00 | 0.00 | 1.40M |