Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LINCOLN NATIONAL CORP | 02-06-2024 | 12-31-2023 | 1919 | 5,690,631,680 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $330,666,903 | 1,393,925 | 0.01 | 6.44 | 46,964 | 3.49 | 12-31-2023 |
VANGUARD WORLD FD | MEGA GRWTH IND | 2 | $244,637,629 | 942,690 | 0.00 | 5.01 | -67,499 | -6.68 | 12-31-2023 |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 3 | $235,137,637 | 3,052,942 | 0.00 | 5.25 | 72,309 | 2.43 | 12-31-2023 |
VANGUARD WORLD FD | MEGA CAP VAL ETF | 4 | $216,791,546 | 1,982,185 | 0.00 | 3.97 | 125,164 | 6.74 | 12-31-2023 |