Top 19 Lincoln National Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 9.09% | 719.1K | $314.1M | +7.94%(+52.87K) | $64.14(+36.44%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 8.86% | 3.90M | $306.1M | +1.32%(+50.81K) | $80.82(-3.49%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 7.95% | 1.40M | $274.5M | -6.38%(-95.40K) | $165.03(+26.27%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 7.68% | 826.6K | $265.2M | +0.74%(+6.03K) | $124.17(+193.71%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 7.21% | 3.32M | $249.0M | -2.11%(-71.31K) | $52.09(+59.27%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 6.86% | 8.91M | $237.0M | +179.97%(+5.73M) | $26.68(+0.42%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.68% | 385.9K | $230.6M | +1.11%(+4.24K) | $496.91(+37.33%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 6.55% | 4.71M | $226.2M | +1.72%(+79.41K) | $54.48(-12.07%) | 2026-03-31 | |
| BLV | VANGUARD BD INDEX FDS | 5.23% | 2.63M | $180.7M | +2.55%(+65.35K) | $87.04(-21.88%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 5.15% | 3.79M | $178.0M | +1.08%(+40.59K) | $50.55(-7.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.28% | +30.50% |
| Top 20 Holdings Unweighted | +10.46% | +34.78% |
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