| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 247,976 | 25,993,000 | 20.20% | ||
| 2 | ISHARES RUSSELL 3000 ETF | 156,735 | 18,943,000 | 14.72% | ||
| 3 | SPDR SER TR | 158,656 | 12,681,000 | 9.85% | ||
| 4 | ISHARES TR | 122,444 | 12,217,000 | 9.49% | ||
| 5 | ISHARES TR | 144,669 | 9,612,000 | 7.47% | ||
| 6 | VANGUARD INDEX FDS | 104,758 | 9,126,000 | 7.09% | ||
| 7 | VANGUARD INDEX FDS | 71,930 | 8,720,000 | 6.78% | ||
| 8 | ISHARES | 108,467 | 5,572,000 | 4.33% | ||
| 9 | ISHARES RUSSELL 2000 VALUE ETF | 41,643 | 3,880,000 | 3.02% | ||
| 10 | PIMCO ETF TR | 25,950 | 2,591,000 | 2.01% | ||
| 11 | VANGUARD BD INDEX FDS | 31,119 | 2,577,000 | 2.00% | ||
| 12 | ISHARES TR | 34,359 | 2,437,000 | 1.89% | ||
| 13 | ISHARES TR | 43,536 | 1,913,000 | 1.49% | ||
| 14 | ISHARES TR | 12,540 | 1,555,000 | 1.21% | ||
| 15 | VANGUARD TAX-MANAGED FDS | 39,320 | 1,411,000 | 1.10% | ||
| 16 | MCDONALDS CORP | 10,698 | 1,345,000 | 1.05% | ||
| 17 | ISHARES TR | 14,333 | 1,338,000 | 1.04% | ||
| 18 | VANGUARD INTL EQUITY INDEX F | 21,070 | 1,216,000 | 0.94% | ||
| 19 | VANGUARD INTL EQUITY INDEX F | 29,527 | 1,021,000 | 0.79% | ||
| 20 | PIMCO ETF TR | 9,266 | 861,000 | 0.67% | ||
| 21 | APPLE INC | 4,373 | 477,000 | 0.37% | ||
| 22 | AMGEN INC | 3,050 | 457,000 | 0.36% | ||
| 23 | EXXON MOBIL CORP | 5,296 | 443,000 | 0.34% | ||
| 24 | ISHARES TR | 7,915 | 421,000 | 0.33% | ||
| 25 | JOHNSON & JOHNSON | 3,732 | 404,000 | 0.31% | ||
| 26 | SPDR S&P 500 ETF TR | 1,960 | 403,000 | 0.31% | ||
| 27 | AMETEK | 6,256 | 313,000 | 0.24% | ||
| 28 | INTERNATIONAL BUSINESS MACHS | 1,817 | 275,000 | 0.21% | ||
| 29 | AQUA AMERICA INC | 8,136 | 259,000 | 0.20% | ||
| 30 | VANGUARD INDEX FDS | 2,189 | 223,000 | 0.17% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-16-012025, 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.
