| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 250,451 | 20,880,000 | 16.12% | ||
| 2 | VANGUARD INDEX FDS | 184,456 | 19,296,000 | 14.90% | ||
| 3 | VANGUARD INDEX FDS | 219,132 | 18,341,000 | 14.16% | ||
| 4 | VANGUARD INDEX FDS | 79,045 | 8,538,000 | 6.59% | ||
| 5 | VANGUARD INDEX FDS | 91,816 | 8,439,000 | 6.52% | ||
| 6 | VANGUARD BD INDEX FDS | 95,128 | 7,660,000 | 5.91% | ||
| 7 | VANGUARD INDEX FDS | 79,549 | 6,707,000 | 5.18% | ||
| 8 | VANGUARD TAX-MANAGED FDS | 138,928 | 5,533,000 | 4.27% | ||
| 9 | ISHARES TR | 25,817 | 5,366,000 | 4.14% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 125,208 | 5,117,000 | 3.95% | ||
| 11 | SPDR SERIES TRUST | 109,850 | 4,308,000 | 3.33% | ||
| 12 | ISHARES TR | 32,202 | 3,658,000 | 2.82% | ||
| 13 | VANGUARD INDEX FDS | 32,049 | 3,506,000 | 2.71% | ||
| 14 | ISHARES TR | 24,637 | 2,762,000 | 2.13% | ||
| 15 | VANGUARD INDEX FDS | 17,741 | 2,338,000 | 1.81% | ||
| 16 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 56,620 | 1,570,000 | 1.21% | ||
| 17 | SPDR SERIES TRUST | 27,197 | 1,445,000 | 1.12% | ||
| 18 | ISHARES TR | 15,683 | 1,180,000 | 0.91% | ||
| 19 | ISHARES MSCI EAFE SMALL CAP IDX FD | 21,542 | 1,066,000 | 0.82% | ||
| 20 | S&P Developed Ex-U.S. Property Index Fund | 27,848 | 1,063,000 | 0.82% | ||
| 21 | POWERSHARES ETF TRUST | 64,959 | 734,000 | 0.57% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-15-037535, filed 2015.05.13).
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.
