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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 672
New Positions 103
Increased Positions 514
Decreased Positions 131
Positions with Activity 645
Sold Out Positions 28
Total Mkt Value (in $ millions) 2,635

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

Sector Weighting

Energy 0.44%
Basic Materials 0.14%
Industrials 1.41%
Consumer Cyclicals 1.98%
Consumer Non-Cyclicals 1.47%
Financials 84.89%
Healthcare 1.53%
Technology 4.38%
Telecommunication Services 0.34%
Utilities 0.51%

645 Activity 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 300,181 17,233 6.09 3,484,395
SPDR SER TR PORTFLI TIPS ETF 215,680 8,694 4.2 7,386,285
VANGUARD INDEX FDS TOTAL STK MKT 168,134 7,498 4.667 1,285,624
VANGUARD WORLD FD MEGA GRWTH IND 137,981 5,043 3.794 1,072,450
VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 120,293 6,054 5.3 2,203,161
VANGUARD WORLD FD MEGA CAP VAL ETF 106,115 1,811 1.737 1,577,914
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 87,884 3,631 4.31 2,624,962
ISHARES INC CORE MSCI EMKT 63,572 22 0.035 1,578,252
VANGUARD SPECIALIZED FUNDS DIV APP ETF 61,118 3,365 5.827 580,363
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 61,037 2,363 4.027 1,483,639
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF 47,809 3,033 6.774 1,431,830
VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF 46,744 844 1.839 833,677
ISHARES TR CORE S&P500 ETF 44,846 5,330 13.487 170,932
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 42,287 4,285 11.277 536,291
VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF 41,991 1,145 2.803 969,763
APPLE INC COM 33,421 2,932 9.616 131,160
SPDR S&P 500 ETF TR TR UNIT 32,028 -141 (0.437) 122,409
VANGUARD BD INDEX FDS LONG TERM BOND 30,886 2,162 7.525 288,928
PROCTER & GAMBLE CO COM 21,507 194 0.911 187,016
VANGUARD INDEX FDS MCAP GR IDXVIP 21,286 1,290 6.452 164,738