| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 345,349 | 39,826,000 | 23.82% | ||
| 2 | VANGUARD BD INDEX FDS | 244,384 | 19,744,000 | 11.81% | ||
| 3 | ISHARES RUSSELL 3000 ETF | 145,349 | 19,329,000 | 11.56% | ||
| 4 | VANGUARD INDEX FDS | 112,661 | 14,830,000 | 8.87% | ||
| 5 | ISHARES TR | 233,314 | 14,283,000 | 8.54% | ||
| 6 | ISHARES TR | 113,653 | 11,922,000 | 7.13% | ||
| 7 | ISHARES | 126,599 | 6,192,000 | 3.70% | ||
| 8 | ISHARES TR | 136,297 | 6,163,000 | 3.69% | ||
| 9 | PIMCO ETF TR | 46,260 | 4,643,000 | 2.78% | ||
| 10 | ISHARES RUSSELL 2000 VALUE ETF | 34,506 | 4,104,000 | 2.45% | ||
| 11 | VANGUARD TAX-MANAGED FDS | 106,950 | 3,908,000 | 2.34% | ||
| 12 | VANGUARD INDEX FDS | 30,918 | 3,741,000 | 2.24% | ||
| 13 | SPDR SER TR | 30,989 | 2,651,000 | 1.59% | ||
| 14 | VANGUARD INDEX FDS | 21,957 | 2,134,000 | 1.28% | ||
| 15 | ISHARES TR | 25,760 | 2,072,000 | 1.24% | ||
| 16 | VANGUARD INTL EQUITY INDEX F | 33,659 | 2,053,000 | 1.23% | ||
| 17 | ISHARES TR | 9,498 | 1,379,000 | 0.82% | ||
| 18 | MCDONALDS CORP | 10,608 | 1,291,000 | 0.77% | ||
| 19 | ISHARES TR | 25,087 | 1,287,000 | 0.77% | ||
| 20 | ISHARES TR | 8,975 | 970,000 | 0.58% | ||
| 21 | VANGUARD INTL EQUITY INDEX F | 22,924 | 820,000 | 0.49% | ||
| 22 | APPLE INC | 4,818 | 558,000 | 0.33% | ||
| 23 | EXXON MOBIL CORP | 5,296 | 478,000 | 0.29% | ||
| 24 | JOHNSON & JOHNSON | 4,048 | 466,000 | 0.28% | ||
| 25 | AMGEN INC | 3,050 | 446,000 | 0.27% | ||
| 26 | ISHARES TR | 8,013 | 430,000 | 0.26% | ||
| 27 | SPDR S&P 500 ETF TR | 1,889 | 422,000 | 0.25% | ||
| 28 | AMETEK | 6,256 | 304,000 | 0.18% | ||
| 29 | INTERNATIONAL BUSINESS MACHS | 1,805 | 300,000 | 0.18% | ||
| 30 | AQUA AMERICA INC | 8,136 | 244,000 | 0.15% | ||
| 31 | PROCTER AND GAMBLE CO | 2,415 | 203,000 | 0.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-17-000157, filed 2017.01.11).
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.
