| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR SER TR | 3,178,324 | 182,246,000 | 18.85% | ||
| 2 | ISHARES TR | 3,529,855 | 152,596,000 | 15.78% | ||
| 3 | VANGUARD BD INDEX FDS | 1,317,405 | 108,318,000 | 11.20% | ||
| 4 | VANGUARD INDEX FDS | 472,624 | 48,099,000 | 4.97% | ||
| 5 | VANGUARD SCOTTSDALE FDS | 765,856 | 40,306,000 | 4.17% | ||
| 6 | ISHARES INC | 761,352 | 39,361,000 | 4.07% | ||
| 7 | VANGUARD WORLD FD | 590,826 | 34,434,000 | 3.56% | ||
| 8 | VANGUARD TAX-MANAGED FDS | 780,951 | 33,261,000 | 3.44% | ||
| 9 | VANGUARD WORLD FD | 360,767 | 27,700,000 | 2.86% | ||
| 10 | SPDR S&P 500 ETF TR | 117,469 | 22,991,000 | 2.38% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 297,585 | 18,522,000 | 1.92% | ||
| 12 | VANGUARD SPECIALIZED FUNDS | 232,352 | 18,112,000 | 1.87% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 145,396 | 16,162,000 | 1.67% | ||
| 14 | VANGUARD INTL EQUITY INDEX F | 308,426 | 16,128,000 | 1.67% | ||
| 15 | VANGUARD BD INDEX FDS | 143,757 | 12,922,000 | 1.34% | ||
| 16 | PROCTER AND GAMBLE CO | 148,020 | 11,633,000 | 1.20% | ||
| 17 | VANGUARD INTL EQUITY INDEX F | 246,803 | 10,645,000 | 1.10% | ||
| 18 | VANGUARD INDEX FDS | 120,361 | 10,464,000 | 1.08% | ||
| 19 | VANGUARD SCOTTSDALE FDS | 120,342 | 9,672,000 | 1.00% | ||
| 20 | VANGUARD INTL EQUITY INDEX F | 157,583 | 9,447,000 | 0.98% | ||
| 21 | VANGUARD INDEX FDS | 85,643 | 9,035,000 | 0.93% | ||
| 22 | VANGUARD INDEX FDS | 95,411 | 7,140,000 | 0.74% | ||
| 23 | VANGUARD INDEX FDS | 72,540 | 6,989,000 | 0.72% | ||
| 24 | ISHARES TR | 66,395 | 6,037,000 | 0.62% | ||
| 25 | ISHARES TR | 55,447 | 5,615,000 | 0.58% | ||
| 26 | VANGUARD INDEX FDS | 41,721 | 5,315,000 | 0.55% | ||
| 27 | VANGUARD INTL EQUITY INDEX F | 74,287 | 4,312,000 | 0.45% | ||
| 28 | ISHARES TR | 32,173 | 3,711,000 | 0.38% | ||
| 29 | SPDR SERIES TRUST | 52,623 | 3,199,000 | 0.33% | ||
| 30 | EXXON MOBIL CORP | 26,863 | 2,705,000 | 0.28% | ||
| 31 | ISHARES TR | 18,484 | 2,644,000 | 0.27% | ||
| 32 | JOHNSON & JOHNSON | 23,680 | 2,477,000 | 0.26% | ||
| 33 | ISHARES TR | 12,235 | 2,410,000 | 0.25% | ||
| 34 | CELGENE CORP | 26,011 | 2,234,000 | 0.23% | ||
| 35 | CHEVRON CORP NEW | 16,794 | 2,192,000 | 0.23% | ||
| 36 | ISHARES TR | 17,939 | 2,132,000 | 0.22% | ||
| 37 | GENERAL ELECTRIC CO | 76,821 | 2,019,000 | 0.21% | ||
| 38 | ISHARES TR | 62,746 | 2,016,000 | 0.21% | ||
| 39 | ISHARES TR | 36,598 | 1,861,000 | 0.19% | ||
| 40 | ISHARES TR | 16,592 | 1,815,000 | 0.19% | ||
| 41 | INTEL CORP | 53,667 | 1,658,000 | 0.17% | ||
| 42 | NOVARTIS A G | 17,810 | 1,612,000 | 0.17% | ||
| 43 | MICROSOFT CORP | 37,060 | 1,545,000 | 0.16% | ||
| 44 | iShares Barclays 0-5 Year TIPS | 14,732 | 1,510,000 | 0.16% | ||
| 45 | PAYCHEX INC | 35,336 | 1,469,000 | 0.15% | ||
| 46 | MARRIOTT INTL | 22,649 | 1,452,000 | 0.15% | ||
| 47 | WELLS FARGO & CO NEW | 27,584 | 1,450,000 | 0.15% | ||
| 48 | PIMCO ETF TR | 14,069 | 1,427,000 | 0.15% | ||
| 49 | NATIONAL GRID PLC | 19,140 | 1,424,000 | 0.15% | ||
| 50 | ISHARES TR | 20,483 | 1,400,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-001634, filed 2014.08.11).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
