| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 270,034 | 30,787,000 | 16.05% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 914,133 | 29,901,000 | 15.59% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 407,374 | 23,473,000 | 12.24% | ||
| 4 | DBX ETF TR | 596,988 | 16,214,000 | 8.45% | ||
| 5 | SPDR INDEX SHS FDS | 492,910 | 15,822,000 | 8.25% | ||
| 6 | VANGUARD TAX-MANAGED FDS | 420,492 | 15,440,000 | 8.05% | ||
| 7 | SPDR GOLD TR | 147,725 | 14,988,000 | 7.81% | ||
| 8 | VANGUARD INDEX FDS | 78,356 | 14,647,000 | 7.64% | ||
| 9 | SPDR S&P MIDCAP 400 ETF TR | 27,741 | 7,047,000 | 3.67% | ||
| 10 | SPDR S&P 500 ETF TR | 28,093 | 5,727,000 | 2.99% | ||
| 11 | VANGUARD WORLD FD | 67,319 | 5,596,000 | 2.92% | ||
| 12 | ALPS ETF TR | 265,510 | 3,199,000 | 1.67% | ||
| 13 | ISHARES TR | 29,055 | 3,138,000 | 1.64% | ||
| 14 | ISHARES TR | 15,526 | 1,872,000 | 0.98% | ||
| 15 | ISHARES | 52,639 | 1,132,000 | 0.59% | ||
| 16 | VANGUARD INDEX FDS | 10,640 | 1,110,000 | 0.58% | ||
| 17 | ISHARES TR | 3,430 | 703,000 | 0.37% | ||
| 18 | ISHARES GOLD TRUST ISHARES ETF | 64,400 | 659,000 | 0.34% | ||
| 19 | CITIGROUP INC | 2,029,400 | 365,000 | 0.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-16-007731, filed 2016.02.12).
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.
