Lincoln National Corp
20 holdingsFiling period: 2026-06-30Current AUM: $3.86Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Index Fds | 4.07M | $350.7M | $360.1M | 9.32% | +3.35M | 2026-06-30 |
| 2 | VTV | Vanguard Index Fds | 1.47M | $319.4M | $331.6M | 8.58% | +66.5K | 2026-06-30 |
| 3 | BSV | Vanguard BD Index Fds | 3.98M | $310.0M | $305.5M | 7.91% | +75.1K | 2026-06-30 |
| 4 | VTI | Vanguard Index Fds | 818.0K | $302.7M | $309.1M | 8.00% | -8,629 | 2026-06-30 |
| 5 | VEU | Vanguard Intl Equity Index F | 3.29M | $275.9M | $268.4M | 6.95% | -21,265 | 2026-06-30 |
| 6 | VOO | Vanguard Index Fds | 380.2K | $261.1M | $269.0M | 6.96% | -5,663 | 2026-06-30 |
| 7 | SCHP | Schwab Strategic TR | 9.44M | $250.1M | $242.0M | 6.26% | +531.7K | 2026-06-30 |
| 8 | BNDX | Vanguard Charlotte Fds | 4.82M | $233.2M | $227.7M | 5.89% | +106.7K | 2026-06-30 |
| 9 | BLV | Vanguard BD Index Fds | 2.75M | $189.6M | $179.4M | 4.64% | +123.6K | 2026-06-30 |
| 10 | VEA | Vanguard Tax-Managed Fds | 2.63M | $187.4M | $183.8M | 4.76% | -23,812 | 2026-06-30 |
| 11 | VMBS | Vanguard Scottsdale Fds | 3.88M | $181.7M | $176.0M | 4.55% | +89.3K | 2026-06-30 |
| 12 | BIV | Vanguard BD Index Fds | 2.25M | $172.7M | $166.7M | 4.31% | +66.0K | 2026-06-30 |
| 13 | VTHR | Vanguard Scottsdale Fds | 458.2K | $151.9M | $155.1M | 4.01% | -4,456 | 2026-06-30 |
| 14 | VWO | Vanguard Intl Equity Index F | 2.24M | $133.9M | $127.5M | 3.30% | -- | 2026-06-30 |
| 15 | IEMG | iShares Inc | 1.52M | $126.0M | $115.9M | 3.00% | -115,803 | 2026-06-30 |
| 16 | VXUS | Vanguard Star Fds | 1.44M | $123.1M | $119.9M | 3.10% | -9,624 | 2026-06-30 |
| 17 | VGK | Vanguard Intl Equity Index F | 1.37M | $121.3M | $119.3M | 3.09% | +36.2K | 2026-06-30 |
| 18 | VB | Vanguard Index Fds | 293.1K | $88.9M | $85.2M | 2.20% | +8.8K | 2026-06-30 |
| 19 | VPL | Vanguard Intl Equity Index F | 740.4K | $85.7M | $82.0M | 2.12% | -33,446 | 2026-06-30 |
| 20 | VXF | Vanguard Index Fds | 170.9K | $42.1M | $39.8M | 1.03% | +2.1K | 2026-06-30 |
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