| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ISHARES TR | 2,393 | 355,000 | 0.24% | ||
| 52 | VANGUARD INDEX FDS | 3,113 | 352,000 | 0.24% | ||
| 53 | BERKSHIRE HATHAWAY INC DEL | 1,962 | 327,000 | 0.22% | ||
| 54 | ISHARES TR | 6,755 | 322,000 | 0.22% | ||
| 55 | ISHARES TR | 2,556 | 294,000 | 0.20% | ||
| 56 | ISHARES TR | 1,463 | 279,000 | 0.19% | ||
| 57 | EXXON MOBIL CORP | 3,148 | 258,000 | 0.17% | ||
| 58 | VANGUARD INTL EQUITY INDEX F | 4,491 | 232,000 | 0.16% | ||
| 59 | PIMCO ETF TR | 2,182 | 230,000 | 0.15% | ||
| 60 | VERIZON COMMUNICATIONS INC | 4,620 | 225,000 | 0.15% | ||
| 61 | SCHWAB U.S. LARGE-CAP VALUE ETF | 4,488 | 223,000 | 0.15% | ||
| 62 | VANGUARD INDEX FDS | 1,546 | 217,000 | 0.15% | ||
| 63 | SELECT SECTOR SPDR TR | 4,008 | 214,000 | 0.14% | ||
| 64 | TEMPLETON GLOBAL INCOME FD | 31,954 | 212,000 | 0.14% | ||
| 65 | INTERNATIONAL BUSINESS MACHS | 1,189 | 207,000 | 0.14% | ||
| 66 | SPDR GOLD TR | 1,625 | 193,000 | 0.13% | ||
| 67 | VANGUARD BD INDEX FDS | 2,414 | 192,000 | 0.13% | ||
| 68 | ISHARES TR | 3,074 | 191,000 | 0.13% | ||
| 69 | SCHWAB EMERGING MARKETS EQUITY ETF | 7,656 | 184,000 | 0.12% | ||
| 70 | ISHARES RUSSELL 2000 VALUE ETF | 1,515 | 179,000 | 0.12% | ||
| 71 | CORNING INC | 6,568 | 177,000 | 0.12% | ||
| 72 | SCHWAB U.S. BROAD MARKET ETF | 3,077 | 176,000 | 0.12% | ||
| 73 | AT&T INC | 4,169 | 173,000 | 0.12% | ||
| 74 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 2,844 | 172,000 | 0.12% | ||
| 75 | HOME DEPOT INC | 1,104 | 162,000 | 0.11% | ||
| 76 | PNC FINL SVCS GROUP INC | 1,329 | 160,000 | 0.11% | ||
| 77 | SPDR SER TR | 4,601 | 157,000 | 0.11% | ||
| 78 | SPDR S&P MIDCAP 400 ETF TR | 482 | 151,000 | 0.10% | ||
| 79 | SCHWAB U.S. SMALL-CAP ETF | 2,306 | 145,000 | 0.10% | ||
| 80 | VANGUARD INTL EQUITY INDEX F | 1,360 | 140,000 | 0.09% | ||
| 81 | PPG INDS INC | 1,204 | 127,000 | 0.09% | ||
| 82 | WESTERN ASSET VAR RT STRG FD | 7,470 | 124,000 | 0.08% | ||
| 83 | ISHARES | 3,261 | 123,000 | 0.08% | ||
| 84 | MARRIOTT VACATIONS WORLDWIDE C COM | 1,190 | 119,000 | 0.08% | ||
| 85 | BP PLC | 3,427 | 118,000 | 0.08% | ||
| 86 | NIKE INC | 2,125 | 118,000 | 0.08% | ||
| 87 | VANGUARD SPECIALIZED FUNDS | 1,306 | 117,000 | 0.08% | ||
| 88 | AQUA AMERICA INC | 3,648 | 117,000 | 0.08% | ||
| 89 | TELEFLEX INC | 600 | 116,000 | 0.08% | ||
| 90 | HERSHEY CO | 1,058 | 116,000 | 0.08% | ||
| 91 | 3M CO | 606 | 116,000 | 0.08% | ||
| 92 | AMERICAN EXPRESS CO | 1,464 | 116,000 | 0.08% | ||
| 93 | MICROSOFT CORP | 1,737 | 114,000 | 0.08% | ||
| 94 | ELBIT SYS LTD | 1,000 | 114,000 | 0.08% | ||
| 95 | WISDOMTREE TR | 1,385 | 112,000 | 0.08% | ||
| 96 | PEPSICO INC | 1,003 | 112,000 | 0.08% | ||
| 97 | ISHARES TR | 4,905 | 112,000 | 0.08% | ||
| 98 | WATERSTONE FINL INC MD | 6,068 | 111,000 | 0.07% | ||
| 99 | WAL-MART STORES INC | 1,511 | 109,000 | 0.07% | ||
| 100 | ISHARES GOLD TRUST | 9,005 | 108,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-17-002419, filed 2017.04.18).
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.
