Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 04-29-2024 | 03-31-2024 | 229 | 492,905,811 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | ETF - EQUITY LARGE CAP | 1 | $127,399,390 | 490,206 | 0.03 | 0.02 | 1,756 | 0.36 | 03-31-2024 |
| VANGUARD SHORT TERM CORP BD ETF #3145 | ETF - FIXED INCOME | 2 | $49,703,280 | 642,912 | 0.01 | 0.01 | -265 | -0.04 | 03-31-2024 |
| APPLE INC | COMMON STOCK | 3 | $26,967,413 | 157,263 | 0.01 | 0.01 | -1,473 | -0.93 | 03-31-2024 |
| VANGUARD INTERMEDIATE TERM BOND INDEX ETF | ETF - FIXED INCOME | 4 | $25,678,429 | 340,563 | 0.01 | 0.01 | 2,913 | 0.86 | 03-31-2024 |
