| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 5,904 | 355,000 | 0.18% | ||
| 2 | SPDR S&P 500 ETF TR | 2,193 | 451,000 | 0.23% | ||
| 3 | ISHARES GOLD TRUST | 64,400 | 737,000 | 0.37% | ||
| 4 | VANGUARD INDEX FDS | 14,864 | 1,576,000 | 0.80% | ||
| 5 | CITIGROUP INC | 2,029,400 | 1,766,000 | 0.89% | ||
| 6 | ALPS ETF TR | 119,021 | 2,085,000 | 1.05% | ||
| 7 | ISHARES 20 YEAR TREASURY BOND ETF | 34,483 | 4,342,000 | 2.20% | ||
| 8 | VANGUARD TAX-MANAGED FDS | 157,291 | 5,958,000 | 3.01% | ||
| 9 | VANGUARD WORLD FD | 87,430 | 9,759,000 | 4.94% | ||
| 10 | ISHARES TR | 48,924 | 10,121,000 | 5.12% | ||
| 11 | SPDR GOLD TR | 116,463 | 13,325,000 | 6.74% | ||
| 12 | SPDR INDEX SHS FDS | 647,641 | 28,496,000 | 14.41% | ||
| 13 | ISHARES TR | 270,034 | 32,245,000 | 16.31% | ||
| 14 | VANGUARD INTL EQUITY INDEX F | 890,484 | 35,637,000 | 18.02% | ||
| 15 | ISHARES TR | 461,865 | 50,861,000 | 25.72% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-15-000643, filed 2015.02.11).
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.
