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CIK 0000059558 • 6 13F filings • Apr 30, 2025 – Aug 10, 2026
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=jivedata("lincoln-national-corp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ISHARES INC | CORE MSCI EMKT | $71.9M | 2.1%Prev: 3.2% | 1,069,133 SH | Decreased-645,433 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $84.3M | 2.5%Prev: 6.4% | 3,181,767 SH | Decreased-5,140,149 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $167.6M | 4.9%Prev: 4.6% | 2,151,985 SH | Increased+69,525 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $178.1M | 5.2%Prev: 5.1% | 2,561,847 SH | Increased+56,139 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $303.7M | 8.9%Prev: 8.3% | 3,853,225 SH | Increased+148,045 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $223.7M | 6.5%Prev: 6.2% | 4,628,933 SH | Increased+234,871 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $35.7M | 1.0%Prev: 1.0% | 170,604 SH | Increased+3,183 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $325.0M | 9.5%Prev: 9.2% | 666,181 SH | Increased-7,970 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $239.3M | 7.0%Prev: 6.7% | 381,655 SH | Increased-1,533 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $77.8M | 2.3%Prev: 2.1% | 301,691 SH | Increased+9,128 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $275.1M | 8.0%Prev: 7.7% | 820,567 SH | Increased-1,425 SH |
| VANGUARD INDEX FDS | VALUE ETF | $285.5M | 8.3%Prev: 7.9% | 1,494,671 SH | Increased+14,202 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $249.1M | 7.3%Prev: 6.8% | 3,387,018 SH | Increased+56,591 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $119.0M | 3.5%Prev: 3.4% | 2,214,422 SH | Increased+31,529 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $111.8M | 3.3%Prev: 3.0% | 1,337,108 SH | Increased+35,852 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $75.8M | 2.2%Prev: 2.1% | 838,206 SH | Increased+18,612 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $176.6M | 5.2%Prev: 4.9% | 3,750,726 SH | Increased+96,506 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $137.5M | 4.0%Prev: 3.9% | 457,960 SH | Increased-1,547 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $111.7M | 3.3%Prev: 3.0% | 1,480,151 SH | Increased+29,521 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $171.6M | 5.0%Prev: 4.6% | 2,746,278 SH | Increased+58,410 SH |
| 13F-HR |
| 0000059558-26-000061 |
| $3.91B |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004499 | $3.30B | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0000059558-26-000025 | $3.45B | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002472 | $3.10B | View |