| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 295,135 | 25,656,000 | 27.70% | ||
| 2 | ISHARES TR | 153,974 | 10,921,000 | 11.79% | ||
| 3 | ISHARES TR | 110,731 | 10,205,000 | 11.02% | ||
| 4 | VANGUARD INDEX FDS | 90,012 | 9,582,000 | 10.34% | ||
| 5 | ISHARES RUSSELL 2000 VALUE ETF | 97,755 | 9,109,000 | 9.83% | ||
| 6 | VANGUARD INDEX FDS | 104,569 | 8,615,000 | 9.30% | ||
| 7 | ISHARES TR | 119,345 | 6,342,000 | 6.85% | ||
| 8 | ISHARES RUSSELL 2000 GROWTH ETF | 44,391 | 5,887,000 | 6.35% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 58,142 | 2,011,000 | 2.17% | ||
| 10 | ERIE INDEMNITY CO-CL A | 13,133 | 1,221,000 | 1.32% | ||
| 11 | VANGUARD INDEX FDS | 8,569 | 873,000 | 0.94% | ||
| 12 | SCHWAB EMERGING MARKETS EQUITY ETF | 39,546 | 821,000 | 0.89% | ||
| 13 | TEXTRON INC COM | 20,450 | 746,000 | 0.81% | ||
| 14 | SCHWAB INTERNATIONAL EQUITY ETF | 16,096 | 436,000 | 0.47% | ||
| 15 | SCHWAB U.S. LARGE-CAP ETF | 4,314 | 211,000 | 0.23% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-015996, filed 2016.04.25).
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.
