| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 317,151 | 29,498,000 | 12.98% | ||
| 2 | ISHARES TR | 255,465 | 26,798,000 | 11.79% | ||
| 3 | VANGUARD INDEX FDS | 239,644 | 26,716,000 | 11.76% | ||
| 4 | ISHARES TR | 414,365 | 23,921,000 | 10.53% | ||
| 5 | VANGUARD BD INDEX FDS | 234,485 | 19,479,000 | 8.57% | ||
| 6 | ISHARES TR | 113,262 | 12,689,000 | 5.58% | ||
| 7 | ISHARES TR | 86,789 | 10,570,000 | 4.65% | ||
| 8 | ISHARES TR | 67,916 | 7,136,000 | 3.14% | ||
| 9 | VANGUARD TAX-MANAGED FDS | 189,957 | 6,941,000 | 3.05% | ||
| 10 | ISHARES TR | 114,589 | 5,414,000 | 2.38% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 45,533 | 4,281,000 | 1.88% | ||
| 12 | VANGUARD INDEX FDS | 30,246 | 3,660,000 | 1.61% | ||
| 13 | VANGUARD MUN BD FDS | 68,973 | 3,467,000 | 1.53% | ||
| 14 | ISHARES TR | 33,527 | 3,399,000 | 1.50% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 92,212 | 3,299,000 | 1.45% | ||
| 16 | PPG INDS INC | 30,170 | 2,859,000 | 1.26% | ||
| 17 | MCDONALDS CORP | 21,114 | 2,570,000 | 1.13% | ||
| 18 | Bryn Mawr Bk Corp | 59,168 | 2,494,000 | 1.10% | ||
| 19 | PFIZER INC | 74,956 | 2,435,000 | 1.07% | ||
| 20 | VANGUARD INDEX FDS | 20,919 | 2,412,000 | 1.06% | ||
| 21 | ISHARES TR | 43,367 | 1,518,000 | 0.67% | ||
| 22 | APPLE INC | 12,855 | 1,489,000 | 0.66% | ||
| 23 | ISHARES RUSSELL 2000 VALUE ETF | 11,943 | 1,421,000 | 0.63% | ||
| 24 | AQUA AMERICA INC | 46,972 | 1,411,000 | 0.62% | ||
| 25 | VANGUARD INDEX FDS | 10,412 | 1,386,000 | 0.61% | ||
| 26 | ISHARES TR | 9,880 | 1,332,000 | 0.59% | ||
| 27 | CAMPBELL SOUP CO | 20,367 | 1,232,000 | 0.54% | ||
| 28 | VANGUARD WORLD FD | 11,441 | 1,198,000 | 0.53% | ||
| 29 | EXXON MOBIL CORP | 9,219 | 832,000 | 0.37% | ||
| 30 | ISHARES TR | 5,602 | 784,000 | 0.35% | ||
| 31 | COLGATE PALMOLIVE CO | 11,901 | 779,000 | 0.34% | ||
| 32 | JOHNSON & JOHNSON | 6,150 | 709,000 | 0.31% | ||
| 33 | MICROSOFT CORP | 10,689 | 664,000 | 0.29% | ||
| 34 | VANGUARD INDEX FDS | 6,354 | 650,000 | 0.29% | ||
| 35 | MERCK & CO INC | 10,596 | 624,000 | 0.27% | ||
| 36 | ISHARES TR | 5,705 | 617,000 | 0.27% | ||
| 37 | VANGUARD INDEX FDS | 6,935 | 572,000 | 0.25% | ||
| 38 | GENERAL ELECTRIC CO | 17,675 | 559,000 | 0.25% | ||
| 39 | CHEVRON CORP NEW | 4,483 | 528,000 | 0.23% | ||
| 40 | ALPHABET INC | 676 | 522,000 | 0.23% | ||
| 41 | AMGEN INC | 3,381 | 494,000 | 0.22% | ||
| 42 | ALTRIA GROUP INC | 7,237 | 489,000 | 0.22% | ||
| 43 | ALPHABET INC | 612 | 485,000 | 0.21% | ||
| 44 | GLAXOSMITHKLINE PLC | 11,313 | 436,000 | 0.19% | ||
| 45 | DISNEY WALT CO | 4,110 | 428,000 | 0.19% | ||
| 46 | ABBVIE INC | 6,675 | 418,000 | 0.18% | ||
| 47 | COCA COLA CO | 9,473 | 393,000 | 0.17% | ||
| 48 | CSX CORP | 9,277 | 333,000 | 0.15% | ||
| 49 | INTERNATIONAL BUSINESS MACHS | 1,932 | 321,000 | 0.14% | ||
| 50 | ISHARES TR | 1,377 | 310,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-000615, filed 2017.01.18).
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.
