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Lincoln National Corp

Portfolio Manager
Lincoln National Corp
Performance
-1.20% (2026 Q1)
AUM (13F)
$3.45B
# of Holdings
19
Performance Rank
Allocation (Top 20)
100%

Lincoln National Corp Holdings Map

Top 19 Lincoln National Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD INDEX FDS
9.09%719.1K$314.1M
+7.94%(+52.87K)
2025-Q1: 696.9K shares2025-Q2: 698.1K shares2025-Q3: 674.2K shares2025-Q4: 666.2K shares2026-Q1: 719.1K shares
$64.14(+36.44%)
2026-03-31
BSV
VANGUARD BD INDEX FDS
8.86%3.90M$306.1M
+1.32%(+50.81K)
2025-Q1: 3.52M shares2025-Q2: 3.46M shares2025-Q3: 3.71M shares2025-Q4: 3.85M shares2026-Q1: 3.90M shares
$80.82(-3.49%)
2026-03-31
VTV
VANGUARD INDEX FDS
7.95%1.40M$274.5M
-6.38%(-95.40K)
2025-Q1: 1.43M shares2025-Q2: 1.46M shares2025-Q3: 1.48M shares2025-Q4: 1.49M shares2026-Q1: 1.40M shares
$165.03(+26.27%)
2026-03-31
VTI
VANGUARD INDEX FDS
7.68%826.6K$265.2M
+0.74%(+6.03K)
2025-Q1: 822.4K shares2025-Q2: 834.9K shares2025-Q3: 822.0K shares2025-Q4: 820.6K shares2026-Q1: 826.6K shares
$124.17(+193.71%)
2026-03-31
VEU
VANGUARD INTL EQUITY INDEX F
7.21%3.32M$249.0M
-2.11%(-71.31K)
2025-Q1: 3.08M shares2025-Q2: 3.29M shares2025-Q3: 3.33M shares2025-Q4: 3.39M shares2026-Q1: 3.32M shares
$52.09(+59.27%)
2026-03-31
SCHP
SCHWAB STRATEGIC TR
6.86%8.91M$237.0M
+179.97%(+5.73M)
2025-Q1: 8.00M shares2025-Q2: 8.21M shares2025-Q3: 8.32M shares2025-Q4: 3.18M shares2026-Q1: 8.91M shares
$26.68(+0.42%)
2026-03-31
VOO
VANGUARD INDEX FDS
6.68%385.9K$230.6M
+1.11%(+4.24K)
2025-Q1: 385.3K shares2025-Q2: 389.2K shares2025-Q3: 383.2K shares2025-Q4: 381.7K shares2026-Q1: 385.9K shares
$496.91(+37.33%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
6.55%4.71M$226.2M
+1.72%(+79.41K)
2025-Q1: 4.13M shares2025-Q2: 4.10M shares2025-Q3: 4.39M shares2025-Q4: 4.63M shares2026-Q1: 4.71M shares
$54.48(-12.07%)
2026-03-31
BLV
VANGUARD BD INDEX FDS
5.23%2.63M$180.7M
+2.55%(+65.35K)
2025-Q1: 2.38M shares2025-Q2: 2.40M shares2025-Q3: 2.51M shares2025-Q4: 2.56M shares2026-Q1: 2.63M shares
$87.04(-21.88%)
2026-03-31
VMBS
VANGUARD SCOTTSDALE FDS
5.15%3.79M$178.0M
+1.08%(+40.59K)
2025-Q1: 3.50M shares2025-Q2: 3.45M shares2025-Q3: 3.65M shares2025-Q4: 3.75M shares2026-Q1: 3.79M shares
$50.55(-7.63%)
2026-03-31

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