LINCOLN NATIONAL CORP
CIK 59558 · Holdings on Dec 31, 2023 · First reported Feb 6, 2024
Top ten holdings
Q4 2023- VTI5.81%
- MGK4.30%
- BSV4.13%
- MGV3.81%
- SPIP3.64%
- BNDX3.13%
- VEA3.13%
- VEU2.95%
- BLV2.65%
- AAPL2.50%
Share classes counted separately36.05%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $330.67M | 5.81% | 1.39M shares | — | ↗▾ | |
| 02 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $244.64M | 4.30% | 942.69K shares | — | ↗▾ | |
| 03 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $235.14M | 4.13% | 3.05M shares | — | ↗▾ | |
| 04 | MGVVNGRD MRGSTR MG CP VL ETF-UIMEGA CAP VAL ETF View history and evidence | $216.79M | 3.81% | 1.98M shares | — | ↗▾ | |
| 05 | SPIPSS SPDR P TIPS ETFPORTFLI TIPS ETF View history and evidence | $206.90M | 3.64% | 8.09M shares | — | ↗▾ | |
| 06 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $178.31M | 3.13% | 3.61M shares | — | ↗▾ | |
| 07 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $178.24M | 3.13% | 3.72M shares | — | ↗▾ | |
| 08 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $168.09M | 2.95% | 2.99M shares | — | ↗▾ | |
| 09 | BLVVANGUARD LONG-TERM BOND ETFLONG TERM BOND View history and evidence | $150.91M | 2.65% | 2.02M shares | — | ↗▾ | |
| 10 | AAPLAPPLE INC View history and evidence | $142.46M | 2.50% | 739.91K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 46
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 46436E882 ISHARES TR | Non-derivative | — | — | SEC filing ↗ | |
| OIH VANECK OIL SERVICES ETF | Non-derivative | — | — | SEC filing ↗ | |
| MID AMERICAN CENTURY MID CAP GRO | Non-derivative | — | — | SEC filing ↗ |
3 / 46 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 59558 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5690631680
}Research all 1,100 reported holdings.
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