| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 1,140,750 | 97,762,000 | 20.54% | ||
| 2 | ISHARES TR | 537,732 | 65,878,000 | 13.84% | ||
| 3 | VANGUARD INDEX FDS | 174,359 | 35,798,000 | 7.52% | ||
| 4 | VANGUARD SCOTTSDALE FDS | 671,363 | 35,106,000 | 7.38% | ||
| 5 | WISDOMTREE TR | 440,827 | 25,303,000 | 5.32% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 705,466 | 25,242,000 | 5.30% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 380,737 | 23,225,000 | 4.88% | ||
| 8 | SPDR S&P 500 ETF TR | 98,464 | 22,010,000 | 4.62% | ||
| 9 | DBX ETF TR | 741,488 | 20,806,000 | 4.37% | ||
| 10 | SPDR INDEX SHS FDS | 452,345 | 18,587,000 | 3.91% | ||
| 11 | SPDR GOLD TR | 131,381 | 14,401,000 | 3.03% | ||
| 12 | VANGUARD TAX-MANAGED FDS | 382,039 | 13,960,000 | 2.93% | ||
| 13 | EASTERLY GOVT PPTYS INC | 638,164 | 12,776,000 | 2.68% | ||
| 14 | ISHARES TR | 110,652 | 11,957,000 | 2.51% | ||
| 15 | SPDR S&P MIDCAP 400 ETF TR | 27,741 | 8,370,000 | 1.76% | ||
| 16 | ISHARES TR | 75,217 | 8,290,000 | 1.74% | ||
| 17 | VANGUARD WORLD FD | 63,841 | 6,683,000 | 1.40% | ||
| 18 | ISHARES TR | 20,523 | 4,617,000 | 0.97% | ||
| 19 | UNITED TECHNOLOGIES CORP | 34,001 | 3,727,000 | 0.78% | ||
| 20 | ALPS ETF TR | 265,510 | 3,345,000 | 0.70% | ||
| 21 | ISHARES TR | 56,678 | 3,272,000 | 0.69% | ||
| 22 | SELECT SECTOR SPDR TR | 42,762 | 3,221,000 | 0.68% | ||
| 23 | VANGUARD SPECIALIZED FUNDS | 26,710 | 2,275,000 | 0.48% | ||
| 24 | ISHARES TR | 36,265 | 1,945,000 | 0.41% | ||
| 25 | ISHARES TR | 15,526 | 1,850,000 | 0.39% | ||
| 26 | ISHARES | 70,691 | 1,849,000 | 0.39% | ||
| 27 | VANGUARD INDEX FDS | 13,474 | 1,554,000 | 0.33% | ||
| 28 | VANGUARD BD INDEX FDS | 12,917 | 1,073,000 | 0.23% | ||
| 29 | ISHARES GOLD TRUST ISHARES ETF | 64,400 | 714,000 | 0.15% | ||
| 30 | CITIGROUP INC | 2,029,400 | 308,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-17-000789, filed 2017.02.13).
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.
