| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 1,768,850 | 95,412,000 | 27.44% | ||
| 2 | VANGUARD STAR FDS | 1,715,541 | 76,033,000 | 21.87% | ||
| 3 | SPDR S&P 500 ETF TR | 394,071 | 75,516,000 | 21.72% | ||
| 4 | VANGUARD TAX-MANAGED FDS | 604,819 | 21,160,000 | 6.09% | ||
| 5 | VANGUARD INDEX FDS | 87,515 | 15,377,000 | 4.42% | ||
| 6 | ISHARES TR | 231,568 | 13,273,000 | 3.82% | ||
| 7 | ISHARES TR | 249,509 | 8,179,000 | 2.35% | ||
| 8 | WISDOMTREE TR | 145,500 | 7,080,000 | 2.04% | ||
| 9 | ISHARES TR | 30,029 | 5,787,000 | 1.66% | ||
| 10 | ABBVIE INC | 100,585 | 5,473,000 | 1.57% | ||
| 11 | Abbott Labs Common | 100,429 | 4,039,000 | 1.16% | ||
| 12 | JPMORGAN CHASE & CO | 105,000 | 3,191,000 | 0.92% | ||
| 13 | ISHARES TR | 26,722 | 2,485,000 | 0.71% | ||
| 14 | ISHARES TR | 24,558 | 2,291,000 | 0.66% | ||
| 15 | ISHARES | 98,100 | 2,256,000 | 0.65% | ||
| 16 | SPDR INDEX SHS FDS | 43,675 | 2,050,000 | 0.59% | ||
| 17 | VANGUARD INTL EQUITY INDEX F | 20,000 | 984,000 | 0.28% | ||
| 18 | ISHARES TR | 8,291 | 894,000 | 0.26% | ||
| 19 | VANGUARD INDEX FDS | 6,804 | 672,000 | 0.19% | ||
| 20 | JOHNSON & JOHNSON | 6,256 | 584,000 | 0.17% | ||
| 21 | ISHARES TR | 8,263 | 554,000 | 0.16% | ||
| 22 | VANGUARD SPECIALIZED FUNDS | 7,149 | 527,000 | 0.15% | ||
| 23 | ISHARES TR | 5,794 | 513,000 | 0.15% | ||
| 24 | ISHARES TR | 5,418 | 455,000 | 0.13% | ||
| 25 | ISHARES TR | 2,760 | 429,000 | 0.12% | ||
| 26 | EATON CORP PLC | 8,016 | 411,000 | 0.12% | ||
| 27 | ISHARES TR | 3,174 | 338,000 | 0.10% | ||
| 28 | GLOBAL X FDS | 28,383 | 290,000 | 0.08% | ||
| 29 | ISHARES RUSSELL 2000 GROWTH ETF | 2,035 | 273,000 | 0.08% | ||
| 30 | BERKSHIRE HATHAWAY INC DE CL B NEW | 2,000 | 261,000 | 0.08% | ||
| 31 | ISHARES RUSSELL 2000 VALUE ETF | 2,761 | 249,000 | 0.07% | ||
| 32 | VANGUARD INDEX FDS | 1,940 | 228,000 | 0.07% | ||
| 33 | CUSTOMERS BANCORP INC | 8,000 | 216,000 | 0.06% | ||
| 34 | VANGUARD INDEX FDS | 2,204 | 213,000 | 0.06% | ||
| 35 | ALLIED IRISH BKS PLC | 70,670 | 20,000 | 0.01% | ||
| 36 | Laramide Resources Ltd. | 20,000 | 3,000 | 0.00% | ||
| 37 | ADELPHIA COMMUNICATIONS CL ESC | 50,000 | 0 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001482688-15-000012, filed 2015.10.14).
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.
