| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PROCTER AND GAMBLE CO | 2,453 | 208,000 | 0.15% | ||
| 2 | VANGUARD INDEX FDS | 2,605 | 274,000 | 0.19% | ||
| 3 | INTERNATIONAL BUSINESS MACHS | 1,817 | 276,000 | 0.19% | ||
| 4 | AMETEK INC NEW | 6,256 | 289,000 | 0.20% | ||
| 5 | AQUA AMERICA INC | 8,136 | 290,000 | 0.20% | ||
| 6 | SPDR S&P 500 ETF TR | 1,870 | 392,000 | 0.27% | ||
| 7 | ISHARES TR | 7,977 | 414,000 | 0.29% | ||
| 8 | JOHNSON & JOHNSON | 3,703 | 449,000 | 0.31% | ||
| 9 | APPLE INC | 4,867 | 465,000 | 0.32% | ||
| 10 | AMGEN INC | 3,078 | 468,000 | 0.33% | ||
| 11 | EXXON MOBIL CORP | 5,296 | 496,000 | 0.35% | ||
| 12 | PIMCO ETF TR | 5,915 | 573,000 | 0.40% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 28,399 | 1,000,000 | 0.70% | ||
| 14 | MCDONALDS CORP | 10,661 | 1,283,000 | 0.89% | ||
| 15 | VANGUARD TAX-MANAGED FDS | 36,907 | 1,305,000 | 0.91% | ||
| 16 | ISHARES TR | 13,761 | 1,311,000 | 0.91% | ||
| 17 | VANGUARD INTL EQUITY INDEX F | 23,232 | 1,349,000 | 0.94% | ||
| 18 | ISHARES TR | 11,940 | 1,529,000 | 1.07% | ||
| 19 | ISHARES TR | 33,705 | 2,504,000 | 1.75% | ||
| 20 | ISHARES RUSSELL 2000 VALUE ETF | 37,802 | 3,678,000 | 2.57% | ||
| 21 | Pimco ETF Tr Low Durtn AC ETF | 45,888 | 4,607,000 | 3.21% | ||
| 22 | ISHARES TR | 102,768 | 4,749,000 | 3.31% | ||
| 23 | VANGUARD BD INDEX FDS | 65,865 | 5,552,000 | 3.87% | ||
| 24 | ISHARES | 113,079 | 5,834,000 | 4.07% | ||
| 25 | VANGUARD INDEX FDS | 73,272 | 6,527,000 | 4.55% | ||
| 26 | ISHARES TR | 117,679 | 11,810,000 | 8.24% | ||
| 27 | ISHARES TR | 180,980 | 12,015,000 | 8.38% | ||
| 28 | VANGUARD INDEX FDS | 97,667 | 12,075,000 | 8.42% | ||
| 29 | SPDR SER TR | 152,436 | 12,792,000 | 8.92% | ||
| 30 | ISHARES RUSSELL 3000 ETF | 149,795 | 18,578,000 | 12.96% | ||
| 31 | VANGUARD INDEX FDS | 282,577 | 30,281,000 | 21.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-16-012026, 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.
