| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 07/23/2012 |
| ADV Location | MALVERN, PA, United States |
| Contact Info | 610 xxxxxxx |
| Websites |
| AUM* | 249,658,749,492 -49% |
| of that, discretionary | 249,658,749,492 -49% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 3,200,753,199 0% |
| SMA’s | Yes |
| Private Funds | 0 7 |
Number of Employees 315 64%
of those in investment advisory functions 314 274%
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$23,663,166,435 | % Position13.00% | $ Change | # Change |
| Stck Ticker922908769 | Stock NameVANGUARD INDEX FDS | $ Position$11,842,909,997 | % Position6.00% | $ Change | # Change |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$9,256,570,900 | % Position5.00% | $ Change | # Change |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$8,145,072,559 | % Position4.00% | $ Change | # Change |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$6,013,592,662 | % Position3.00% | $ Change | # Change |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$3,208,398,611 | % Position2.00% | $ Change | # Change |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$2,878,359,999 | % Position2.00% | $ Change | # Change |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$3,665,935,656 | % Position2.00% | $ Change | # Change |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$2,935,912,560 | % Position2.00% | $ Change | # Change |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$4,447,361,758 | % Position2.00% | $ Change | # Change |