| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 263,596 | 27,493,000 | 26.88% | ||
| 2 | SPDR SER TR | 215,236 | 15,835,000 | 15.48% | ||
| 3 | ISHARES TR | 124,871 | 12,422,000 | 12.14% | ||
| 4 | VANGUARD INDEX FDS | 129,045 | 11,091,000 | 10.84% | ||
| 5 | ISHARES TR | 59,482 | 4,084,000 | 3.99% | ||
| 6 | ISHARES RUSSELL 2000 VALUE ETF | 43,273 | 3,979,000 | 3.89% | ||
| 7 | ISHARES | 73,045 | 3,554,000 | 3.47% | ||
| 8 | ISHARES TR | 47,680 | 3,093,000 | 3.02% | ||
| 9 | ISHARES TR | 22,625 | 2,652,000 | 2.59% | ||
| 10 | ISHARES TR | 24,745 | 2,298,000 | 2.25% | ||
| 11 | ISHARES TR | 48,250 | 2,018,000 | 1.97% | ||
| 12 | VANGUARD BD INDEX FDS | 24,714 | 1,996,000 | 1.95% | ||
| 13 | VANGUARD TAX-MANAGED FDS | 52,675 | 1,934,000 | 1.89% | ||
| 14 | PIMCO ETF TR | 19,796 | 1,814,000 | 1.77% | ||
| 15 | VANGUARD INDEX FDS | 13,144 | 1,579,000 | 1.54% | ||
| 16 | MCDONALDS CORP | 10,697 | 1,264,000 | 1.24% | ||
| 17 | VANGUARD INTL EQUITY INDEX F | 36,703 | 1,201,000 | 1.17% | ||
| 18 | AMGEN INC | 3,050 | 495,000 | 0.48% | ||
| 19 | ISHARES TR | 4,262 | 469,000 | 0.46% | ||
| 20 | APPLE INC | 4,366 | 460,000 | 0.45% | ||
| 21 | EXXON MOBIL CORP | 5,296 | 413,000 | 0.40% | ||
| 22 | SPDR S&P 500 ETF TR | 1,949 | 397,000 | 0.39% | ||
| 23 | JOHNSON & JOHNSON | 3,731 | 383,000 | 0.37% | ||
| 24 | VANGUARD INDEX FDS | 3,453 | 341,000 | 0.33% | ||
| 25 | AMETEK | 6,256 | 335,000 | 0.33% | ||
| 26 | INTERNATIONAL BUSINESS MACHS | 1,817 | 250,000 | 0.24% | ||
| 27 | AQUA AMERICA INC | 8,136 | 242,000 | 0.24% | ||
| 28 | ISHARES TR | 1,750 | 201,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-16-012024, filed 2016.11.14).
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.
