| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | ISHARES TR | 228,557 | 28,052,000 | 2.26% | ||
| 302 | ISHARES TR | 339,771 | 31,565,000 | 2.55% | ||
| 303 | EXXON MOBIL CORP | 353,448 | 33,133,000 | 2.67% | ||
| 304 | ISHARES TR | 292,303 | 33,968,000 | 2.74% | ||
| 305 | ISHARES TR | 303,025 | 35,326,000 | 2.85% | ||
| 306 | VANGUARD TAX-MANAGED FDS | 1,535,188 | 54,284,000 | 4.38% | ||
| 307 | ISHARES TR | 458,833 | 77,176,000 | 6.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000354869-16-000080, filed 2016.07.11).
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.