LINCOLN NATIONAL CORP
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in LINCOLN NATIONAL CORP
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 9.09% | 314.075 M $ | 719053 | 2024/12/31 | -34.022 M $ | -10.47 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 8.86% | 306.115 M $ | 3904033 | 2013/12/31 | -1.541 M $ | -0.51 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 7.95% | 274.537 M $ | 1399269 | 2024/12/31 | 7.787 M $ | 2.73 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 7.68% | 265.182 M $ | 826600 | 2013/12/31 | -11.865 M $ | -4.31 % |
| 2026/03/31 | VEU | VANGUARD INTL EQUITY INDEX F | 7.21% | 249.009 M $ | 3315704 | 2013/12/31 | 5.216 M $ | 2.09 % |
| 2026/03/31 | SCHP | SCHWAB STRATEGIC TR | 6.86% | 237.038 M $ | 8907849 | 2021/12/31 | 381.812 K $ | 0.45 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 6.68% | 230.589 M $ | 385890 | 2024/12/31 | -11.289 M $ | -4.72 % |
| 2026/03/31 | BNDX | VANGUARD CHARLOTTE FDS | 6.55% | 226.236 M $ | 4708344 | 2017/09/30 | -1.250 M $ | -0.56 % |
| 2026/03/31 | BLV | VANGUARD BD INDEX FDS | 5.23% | 180.698 M $ | 2627194 | 2013/12/31 | -1.896 M $ | -1.06 % |
| 2026/03/31 | VMBS | VANGUARD SCOTTSDALE FDS | 5.15% | 178.002 M $ | 3791318 | 2013/12/31 | -487.594 K $ | -0.28 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 4.92% | 170.043 M $ | 2653608 | 2013/12/31 | 4.422 M $ | 2.58 % |
| 2026/03/31 | BIV | VANGUARD BD INDEX FDS | 4.88% | 168.707 M $ | 2185893 | 2016/09/30 | -1.506 M $ | -0.90 % |
| 2026/03/31 | VTHR | VANGUARD SCOTTSDALE FDS | 3.85% | 133.044 M $ | 462641 | 2024/12/31 | -5.844 M $ | -4.25 % |
| 2026/03/31 | IEMG | ISHARES INC | 3.31% | 114.168 M $ | 1636819 | 2013/12/31 | 2.705 M $ | 3.76 % |
| 2026/03/31 | VXUS | VANGUARD STAR FDS | 3.24% | 111.737 M $ | 1449059 | 2025/06/30 | 2.472 M $ | 2.21 % |
| 2026/03/31 | VGK | VANGUARD INTL EQUITY INDEX F | 3.18% | 109.958 M $ | 1333959 | 2013/12/31 | -1.578 M $ | -1.41 % |
| 2026/03/31 | VPL | VANGUARD INTL EQUITY INDEX F | 2.19% | 75.628 M $ | 773843 | 2013/12/31 | 6.144 M $ | 8.11 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 2.16% | 74.469 M $ | 284318 | 2024/12/31 | 1.198 M $ | 1.54 % |
| 2026/03/31 | VXF | VANGUARD INDEX FDS | 1.01% | 34.741 M $ | 168810 | 2024/12/31 | -566.405 K $ | -1.59 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.00% | 0.000 $ | 0 | 2013/12/31 | 0.000 $ | 0.00 % |