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LINCOLN NATIONAL CORP Information

150 N RADNOR CHESTER RD, RADNOR, Pennsylvania, 19087, (484) 583-1400

Report Date: 12/31/2019

Position Statistics

Total Positions 671
New Positions 102
Increased Positions 513
Decreased Positions 131
Positions with Activity 644
Sold Out Positions 28
Total Mkt Value (in $ millions) 3,178

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 0.62%
Basic Materials 0.16%
Industrials 1.58%
Consumer Cyclicals 2.08%
Consumer Non-Cyclicals 1.37%
Financials 84.4%
Healthcare 1.48%
Technology 4.48%
Telecommunication Services 0.33%
Utilities 0.51%

671 Positions as of 12/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD BD INDEX FDS TOTAL BND MRKT 297,080 17,055 6.09 3,484,395
VANGUARD INDEX FDS TOTAL STK MKT 220,742 9,844 4.667 1,285,624
SPDR SER TR PORTFLI TIPS ETF 214,498 8,647 4.2 7,386,285
VANGUARD WORLD FD MEGA GRWTH IND 172,482 6,304 3.794 1,072,450
VANGUARD WORLD FD MEGA CAP VAL ETF 138,525 2,365 1.737 1,577,914
VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 117,913 5,935 5.3 2,203,161
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 115,367 4,767 4.31 2,624,962
ISHARES INC CORE MSCI EMKT 83,600 29 0.035 1,578,252
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 79,508 3,078 4.027 1,483,639
VANGUARD GROUP DIV APP ETF 75,848 4,176 5.827 580,363
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 62,671 3,976 6.774 1,431,830
ISHARES TR CORE S&P500 ETF 57,958 6,888 13.487 170,932
VANGUARD INTL EQUITY INDEX FD FTSE PACIFIC ETF 57,399 1,036 1.839 833,677
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 56,692 1,546 2.803 969,763
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 43,724 4,431 11.277 536,291
APPLE INC COM 42,620 3,739 9.616 131,160
SPDR S&P 500 ETF TR TR UNIT 41,325 -181 (0.437) 122,409
VANGUARD BD INDEX FDS LONG TERM BOND 30,418 2,129 7.525 288,928
VANGUARD INDEX FDS MCAP VL IDXVIP 30,171 917 3.134 248,276
VANGUARD INDEX FDS MCAP GR IDXVIP 27,928 1,693 6.452 164,738