| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 306,669 | 34,141,000 | 22.29% | ||
| 2 | ISHARES RUSSELL 3000 ETF | 147,701 | 18,934,000 | 12.36% | ||
| 3 | ISHARES TR | 227,090 | 15,360,000 | 10.03% | ||
| 4 | VANGUARD INDEX FDS | 105,493 | 13,655,000 | 8.92% | ||
| 5 | VANGUARD BD INDEX FDS | 155,654 | 13,097,000 | 8.55% | ||
| 6 | ISHARES TR | 115,811 | 12,064,000 | 7.88% | ||
| 7 | ISHARES | 121,578 | 6,573,000 | 4.29% | ||
| 8 | ISHARES TR | 140,083 | 6,364,000 | 4.16% | ||
| 9 | VANGUARD INDEX FDS | 51,520 | 4,821,000 | 3.15% | ||
| 10 | SPDR SER TR | 50,759 | 4,282,000 | 2.80% | ||
| 11 | ISHARES RUSSELL 2000 VALUE ETF | 35,994 | 3,770,000 | 2.46% | ||
| 12 | PIMCO ETF TR | 35,936 | 3,631,000 | 2.37% | ||
| 13 | ISHARES TR | 33,208 | 2,549,000 | 1.66% | ||
| 14 | VANGUARD INTL EQUITY INDEX F | 28,938 | 1,761,000 | 1.15% | ||
| 15 | ISHARES TR | 11,315 | 1,505,000 | 0.98% | ||
| 16 | VANGUARD TAX-MANAGED FDS | 37,761 | 1,413,000 | 0.92% | ||
| 17 | VANGUARD INDEX FDS | 12,480 | 1,381,000 | 0.90% | ||
| 18 | ISHARES TR | 27,273 | 1,351,000 | 0.88% | ||
| 19 | MCDONALDS CORP | 10,662 | 1,230,000 | 0.80% | ||
| 20 | VANGUARD INTL EQUITY INDEX F | 28,154 | 1,059,000 | 0.69% | ||
| 21 | APPLE INC | 4,890 | 553,000 | 0.36% | ||
| 22 | AMGEN INC | 3,078 | 513,000 | 0.33% | ||
| 23 | EXXON MOBIL CORP | 5,296 | 462,000 | 0.30% | ||
| 24 | ISHARES TR | 7,977 | 440,000 | 0.29% | ||
| 25 | SPDR S&P 500 ETF TR | 1,916 | 414,000 | 0.27% | ||
| 26 | PIMCO ETF TR | 3,952 | 393,000 | 0.26% | ||
| 27 | JOHNSON & JOHNSON | 3,271 | 386,000 | 0.25% | ||
| 28 | AMETEK | 6,256 | 299,000 | 0.20% | ||
| 29 | INTERNATIONAL BUSINESS MACHS | 1,817 | 289,000 | 0.19% | ||
| 30 | AQUA AMERICA INC | 8,136 | 248,000 | 0.16% | ||
| 31 | PROCTER AND GAMBLE CO | 2,414 | 217,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-16-012027, 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.
