| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 2,713,424 | 124,492,000 | 27.11% | ||
| 2 | ISHARES TR | 1,806,442 | 106,887,000 | 23.27% | ||
| 3 | SPDR S&P 500 ETF TR | 397,696 | 88,897,000 | 19.36% | ||
| 4 | VANGUARD INDEX FDS | 313,225 | 36,121,000 | 7.86% | ||
| 5 | VANGUARD INDEX FDS | 139,237 | 28,587,000 | 6.22% | ||
| 6 | VANGUARD TAX-MANAGED FDS | 520,227 | 19,009,000 | 4.14% | ||
| 7 | ISHARES TR | 148,307 | 8,562,000 | 1.86% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 211,172 | 7,556,000 | 1.65% | ||
| 9 | ISHARES TR | 30,033 | 6,757,000 | 1.47% | ||
| 10 | ABBVIE INC | 100,585 | 6,299,000 | 1.37% | ||
| 11 | ABBOTT LABS | 100,429 | 3,857,000 | 0.84% | ||
| 12 | ISHARES TR | 24,558 | 2,751,000 | 0.60% | ||
| 13 | CONAGRA BRANDS | 63,407 | 2,508,000 | 0.55% | ||
| 14 | SPDR INDEX SHS FDS | 43,675 | 2,335,000 | 0.51% | ||
| 15 | ISHARES TR | 19,955 | 2,093,000 | 0.46% | ||
| 16 | VANGUARD INTL EQUITY INDEX F | 39,000 | 1,870,000 | 0.41% | ||
| 17 | ISHARES TR | 51,581 | 1,806,000 | 0.39% | ||
| 18 | S & T BANCORP INC COM | 38,336 | 1,497,000 | 0.33% | ||
| 19 | ISHARES | 46,100 | 1,206,000 | 0.26% | ||
| 20 | JOHNSON & JOHNSON | 5,001 | 576,000 | 0.13% | ||
| 21 | EATON CORP PLC | 8,016 | 538,000 | 0.12% | ||
| 22 | ISHARES TR | 3,174 | 436,000 | 0.09% | ||
| 23 | ISHARES TR | 3,459 | 421,000 | 0.09% | ||
| 24 | ISHARES TR | 5,080 | 409,000 | 0.09% | ||
| 25 | GLOBAL X FDS | 31,757 | 351,000 | 0.08% | ||
| 26 | ISHARES RUSSELL 2000 VALUE ETF | 2,761 | 328,000 | 0.07% | ||
| 27 | BERKSHIRE HATHAWAY INC DEL | 2,000 | 326,000 | 0.07% | ||
| 28 | ISHARES TR | 3,230 | 315,000 | 0.07% | ||
| 29 | ISHARES RUSSELL 2000 GROWTH ETF | 2,035 | 313,000 | 0.07% | ||
| 30 | VANGUARD SPECIALIZED FUNDS | 3,306 | 282,000 | 0.06% | ||
| 31 | WSFS Financial Corp | 5,557 | 258,000 | 0.06% | ||
| 32 | ISHARES INC | 5,000 | 244,000 | 0.05% | ||
| 33 | ISHARES TR | 1,335 | 239,000 | 0.05% | ||
| 34 | CUSTOMERS BANCORP INC | 8,000 | 210,000 | 0.05% | ||
| 35 | CUSTOMERS BANCORP INC COM | 5,714 | 204,000 | 0.04% | ||
| 36 | ISHARES TR | 5,000 | 186,000 | 0.04% | ||
| 37 | APPLE INC | 882 | 102,000 | 0.02% | ||
| 38 | VANGUARD INTL EQUITY INDEX F | 2,285 | 101,000 | 0.02% | ||
| 39 | DOMINION ENERGY INC | 1,242 | 95,000 | 0.02% | ||
| 40 | COCA COLA CO | 1,327 | 55,000 | 0.01% | ||
| 41 | CATERPILLAR INC | 595 | 55,000 | 0.01% | ||
| 42 | VANGUARD INTL EQUITY INDEX F | 641 | 39,000 | 0.01% | ||
| 43 | NOVARTIS A G | 400 | 29,000 | 0.01% | ||
| 44 | SPDR GOLD TR | 150 | 16,000 | 0.00% | ||
| 45 | AMDOCS LTD | 268 | 16,000 | 0.00% | ||
| 46 | EXXON MOBIL CORP | 155 | 14,000 | 0.00% | ||
| 47 | ISHARES INC | 469 | 11,000 | 0.00% | ||
| 48 | NESTLE SA SPONSORED ADR REPSTG | 100 | 7,000 | 0.00% | ||
| 49 | CHARTER COMM | 18 | 5,000 | 0.00% | ||
| 50 | Laramide Resources Ltd. | 20,000 | 4,000 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001482688-17-000004, filed 2017.01.20).
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.
