| # | % | |||||
|---|---|---|---|---|---|---|
| 1251 | ISHARES TR | 1,287,745 | 81,759,000 | 1.79% | ||
| 1252 | APPLE INC | 694,864 | 87,153,000 | 1.91% | ||
| 1253 | VANGUARD TAX-MANAGED FDS | 2,416,800 | 95,826,000 | 2.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-008045, filed 2015.08.05).
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.