LINCOLN NATIONAL CORP
CIK 59558 · Holdings on Sep 30, 2024 · First reported Oct 25, 2024
Top ten holdings
Q3 2024- VTI11.53%
- MGK9.02%
- BSV8.47%
- MGV7.92%
- SCHP7.06%
- BNDX6.31%
- VEU5.98%
- VEA5.29%
- BLV5.12%
- VMBS4.94%
Share classes counted separately71.64%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MGKWeight decreased · -0.65 pp9.67% → 9.02%Shares -35.46K (-3.90%)
- MGVWeight increased · +0.21 pp7.71% → 7.92%Shares +4.61K (+0.24%)
- SCHPWeight decreased · -0.13 pp7.19% → 7.06%Shares +20.73K (+0.51%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 23
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 | $359.96M | 11.53% | 1.27M shares | 11.58% → 11.53%-0.05 pp -9.74K (-0.76%) | Reduced | ↗▾ |
| 02 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $281.69M | 9.02% | 874.95K shares | 9.67% → 9.02%-0.65 pp -35.46K (-3.90%) | Reduced | ↗▾ |
| 03 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $264.54M | 8.47% | 3.36M shares | 8.55% → 8.47%-0.08 pp +64.00K (+1.94%) | Added | ↗▾ |
| 04 | MGVVNGRD MRGSTR MG CP VL ETF-UIMEGA CAP VAL ETF View history and evidence | $247.40M | 7.92% | 1.93M shares | 7.71% → 7.92%+0.21 pp +4.61K (+0.24%) | Added | ↗▾ |
| 05 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $220.35M | 7.06% | 4.11M shares | 7.19% → 7.06%-0.13 pp +20.73K (+0.51%) | Added | ↗▾ |
| 06 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $196.98M | 6.31% | 3.92M shares | 6.34% → 6.31%-0.03 pp +61.17K (+1.59%) | Added | ↗▾ |
| 07 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $186.70M | 5.98% | 2.96M shares | 5.87% → 5.98%+0.11 pp +443 (+0.01%) | Added | ↗▾ |
| 08 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $165.19M | 5.29% | 3.13M shares | 5.20% → 5.29%+0.09 pp +15.68K (+0.50%) | Added | ↗▾ |
| 09 | BLVVANGUARD LONG-TERM BOND ETFLONG TERM BOND View history and evidence | $159.94M | 5.12% | 2.13M shares | 5.12% → 5.12%+0.00 pp -27.34K (-1.27%) | Reduced | ↗▾ |
| 10 | VMBSVANGUARD MORTGAGE-BACKED SECMTG-BKD SECS ETF View history and evidence | $154.28M | 4.94% | 3.27M shares | 4.99% → 4.94%-0.05 pp +16.40K (+0.50%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 59558 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-25
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3122217027
}Take these holdings further.
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