| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | SELECT SECTOR SPDR TR | 28,850 | 1,249,000 | 0.50% | ||
| 52 | MARKEL CORP | 1,393 | 1,231,000 | 0.49% | ||
| 53 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL INTL | 51,378 | 1,224,000 | 0.49% | ||
| 54 | PFIZER INC | 36,973 | 1,193,000 | 0.48% | ||
| 55 | POWERSHARES QQQ TRUST | 10,220 | 1,143,000 | 0.46% | ||
| 56 | DISNEY WALT CO | 10,843 | 1,139,000 | 0.46% | ||
| 57 | SCHWAB EMERGING MARKETS EQUITY ETF | 55,650 | 1,086,000 | 0.44% | ||
| 58 | ALPHABET INC | 1,401 | 1,063,000 | 0.43% | ||
| 59 | BRISTOL MYERS SQUIBB CO | 14,832 | 1,020,000 | 0.41% | ||
| 60 | CVS HEALTH CORP | 10,412 | 1,018,000 | 0.41% | ||
| 61 | AQUA AMERICA INC | 33,652 | 1,003,000 | 0.40% | ||
| 62 | DUKE ENERGY CORP NEW | 14,021 | 1,001,000 | 0.40% | ||
| 63 | SELECT SECTOR SPDR TR | 19,623 | 991,000 | 0.40% | ||
| 64 | JPMORGAN CHASE & CO | 14,481 | 956,000 | 0.38% | ||
| 65 | CHEVRON CORP NEW | 10,615 | 955,000 | 0.38% | ||
| 66 | ALPHABET INC | 1,211 | 942,000 | 0.38% | ||
| 67 | VANGUARD INDEX FDS | 11,438 | 932,000 | 0.37% | ||
| 68 | INTERNATIONAL BUSINESS MACHS | 6,662 | 917,000 | 0.37% | ||
| 69 | VANGUARD INDEX FDS | 8,178 | 870,000 | 0.35% | ||
| 70 | KRAFT HEINZ CO | 11,672 | 849,000 | 0.34% | ||
| 71 | WELLS FARGO & CO NEW | 15,601 | 848,000 | 0.34% | ||
| 72 | METTLER-TOLEDO | 2,500 | 848,000 | 0.34% | ||
| 73 | QUALCOMM INC | 16,685 | 834,000 | 0.33% | ||
| 74 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL EMERG | 45,134 | 827,000 | 0.33% | ||
| 75 | GILEAD SCIENCES INC | 7,945 | 804,000 | 0.32% | ||
| 76 | HSBC HLDGS PLC | 30,500 | 804,000 | 0.32% | ||
| 77 | MCDONALDS CORP | 6,790 | 802,000 | 0.32% | ||
| 78 | ISHARES TR | 8,050 | 788,000 | 0.32% | ||
| 79 | FS KKR CAPITAL CORP COM | 85,249 | 766,000 | 0.31% | ||
| 80 | ISHARES TR | 7,605 | 757,000 | 0.30% | ||
| 81 | VISA INC | 9,651 | 748,000 | 0.30% | ||
| 82 | ALTRIA GROUP INC | 12,415 | 723,000 | 0.29% | ||
| 83 | SOUTH JERSEY INDS INC COM | 29,877 | 703,000 | 0.28% | ||
| 84 | SELECT SECTOR SPDR TR | 9,746 | 702,000 | 0.28% | ||
| 85 | NEXTERA ENERGY INC | 6,694 | 695,000 | 0.28% | ||
| 86 | REYNOLDS AMERICAN INC | 14,580 | 673,000 | 0.27% | ||
| 87 | COMCAST CORP NEW | 11,837 | 668,000 | 0.27% | ||
| 88 | RYDEX ETF TRUST | 7,171 | 662,000 | 0.27% | ||
| 89 | ABBOTT LABS | 14,448 | 649,000 | 0.26% | ||
| 90 | HOME DEPOT INC | 4,901 | 648,000 | 0.26% | ||
| 91 | DIAGEO P L C | 5,848 | 638,000 | 0.26% | ||
| 92 | VANGUARD INDEX FDS | 3,379 | 632,000 | 0.25% | ||
| 93 | BANK AMER CORP | 37,444 | 630,000 | 0.25% | ||
| 94 | BP PLC | 19,787 | 619,000 | 0.25% | ||
| 95 | PHILIP MORRIS INTL INC | 6,921 | 608,000 | 0.24% | ||
| 96 | POWERSHARES ETF TRUST | 31,725 | 597,000 | 0.24% | ||
| 97 | AMAZON COM INC | 883 | 597,000 | 0.24% | ||
| 98 | SCHLUMBERGER LTD | 8,306 | 579,000 | 0.23% | ||
| 99 | ISHARES TR | 5,015 | 555,000 | 0.22% | ||
| 100 | PNC FINL SVCS GROUP INC | 5,775 | 550,000 | 0.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003172, filed 2016.02.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
