| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 2,710,310 | 129,634,000 | 20.64% | ||
| 2 | VANGUARD INDEX FDS | 933,419 | 113,560,000 | 18.08% | ||
| 3 | VANGUARD INDEX FDS | 1,157,194 | 110,362,000 | 17.57% | ||
| 4 | VANGUARD BD INDEX FDS | 1,343,284 | 108,913,000 | 17.34% | ||
| 5 | VANGUARD SCOTTSDALE FDS | 656,656 | 56,722,000 | 9.03% | ||
| 6 | VANGUARD INDEX FDS | 261,431 | 36,402,000 | 5.79% | ||
| 7 | VANGUARD INDEX FDS | 270,323 | 36,029,000 | 5.74% | ||
| 8 | VANGUARD CHARLOTTE FDS | 323,877 | 17,531,000 | 2.79% | ||
| 9 | BOEING CO | 8,964 | 1,585,000 | 0.25% | ||
| 10 | JPMORGAN CHASE & CO | 17,951 | 1,577,000 | 0.25% | ||
| 11 | MICROSOFT CORP | 23,921 | 1,575,000 | 0.25% | ||
| 12 | BANK AMER CORP | 66,393 | 1,566,000 | 0.25% | ||
| 13 | CITIGROUPINC | 25,431 | 1,521,000 | 0.24% | ||
| 14 | AT&T INC | 35,230 | 1,464,000 | 0.23% | ||
| 15 | PFIZER INC | 40,341 | 1,380,000 | 0.22% | ||
| 16 | GENERAL ELECTRIC CO | 46,210 | 1,377,000 | 0.22% | ||
| 17 | INTEL CORP | 37,787 | 1,363,000 | 0.22% | ||
| 18 | INTERNATIONAL BUSINESS MACHS | 7,813 | 1,361,000 | 0.22% | ||
| 19 | PROCTER AND GAMBLE CO | 14,735 | 1,324,000 | 0.21% | ||
| 20 | MERCK & CO INC | 19,923 | 1,266,000 | 0.20% | ||
| 21 | VANGUARD INDEX FDS | 2,557 | 211,000 | 0.03% | ||
| 22 | VANGUARD INDEX FDS | 790 | 171,000 | 0.03% | ||
| 23 | VANGUARD INDEX FDS | 871 | 106,000 | 0.02% | ||
| 24 | ISHARES TR | 1,671 | 104,000 | 0.02% | ||
| 25 | VANGUARD INTL EQUITY INDEX F | 2,601 | 103,000 | 0.02% | ||
| 26 | JOHNSON & JOHNSON | 778 | 97,000 | 0.02% | ||
| 27 | LEUCADIA NATL CORP | 3,342 | 87,000 | 0.01% | ||
| 28 | ISHARES TR | 270 | 79,000 | 0.01% | ||
| 29 | ABBVIE INC | 992 | 65,000 | 0.01% | ||
| 30 | VANGUARD INTL EQUITY INDEX F | 957 | 49,000 | 0.01% | ||
| 31 | COCA COLA CO | 1,113 | 47,000 | 0.01% | ||
| 32 | ABBOTT LABS | 986 | 44,000 | 0.01% | ||
| 33 | ISHARES TR | 362 | 39,000 | 0.01% | ||
| 34 | VECTOR GROUP LTD | 1,565 | 33,000 | 0.01% | ||
| 35 | AQUA AMERICA INC | 862 | 28,000 | 0.00% | ||
| 36 | VANGUARD INTL EQUITY INDEX F | 287 | 18,000 | 0.00% | ||
| 37 | KELLOGG CO | 232 | 17,000 | 0.00% | ||
| 38 | VANGUARD INDEX FDS | 132 | 16,000 | 0.00% | ||
| 39 | CISCO SYS INC | 382 | 13,000 | 0.00% | ||
| 40 | VANGUARD INDEX FDS | 94 | 13,000 | 0.00% | ||
| 41 | VANGUARD SPECIALIZED FUNDS | 126 | 11,000 | 0.00% | ||
| 42 | ANTHEM INC | 66 | 11,000 | 0.00% | ||
| 43 | WISDOMTREE TR | 167 | 11,000 | 0.00% | ||
| 44 | VANGUARD WORLD FD | 94 | 11,000 | 0.00% | ||
| 45 | FOOT LOCKER INC | 140 | 10,000 | 0.00% | ||
| 46 | APPLE INC | 67 | 10,000 | 0.00% | ||
| 47 | GENERAL DYNAMICS CORP | 52 | 10,000 | 0.00% | ||
| 48 | VANGUARD BD INDEX FDS | 115 | 9,000 | 0.00% | ||
| 49 | ACCENTURE PLC IRELAND | 67 | 8,000 | 0.00% | ||
| 50 | MCKESSON CORP | 51 | 8,000 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001535477-17-000003, filed 2017.05.03).
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.
