| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 311,281 | 25,295,000 | 17.03% | ||
| 2 | VANGUARD INDEX FDS | 216,085 | 18,013,000 | 12.13% | ||
| 3 | VANGUARD INDEX FDS | 160,824 | 17,216,000 | 11.59% | ||
| 4 | VANGUARD INDEX FDS | 119,483 | 10,822,000 | 7.29% | ||
| 5 | VANGUARD INDEX FDS | 87,251 | 9,298,000 | 6.26% | ||
| 6 | VANGUARD TAX-MANAGED FDS | 227,175 | 9,008,000 | 6.07% | ||
| 7 | VANGUARD BD INDEX FDS | 93,858 | 7,526,000 | 5.07% | ||
| 8 | VANGUARD INDEX FDS | 93,243 | 6,964,000 | 4.69% | ||
| 9 | VANGUARD INDEX FDS | 58,541 | 6,311,000 | 4.25% | ||
| 10 | ISHARES TR | 27,116 | 5,619,000 | 3.78% | ||
| 11 | VANGUARD INDEX FDS | 41,661 | 5,593,000 | 3.77% | ||
| 12 | POWERSHARES ETF TRUST | 403,888 | 4,681,000 | 3.15% | ||
| 13 | ISHARES TR | 33,083 | 3,636,000 | 2.45% | ||
| 14 | ISHARES MSCI EAFE SMALL CAP IDX FD | 70,228 | 3,583,000 | 2.41% | ||
| 15 | ISHARES TR | 28,848 | 3,232,000 | 2.18% | ||
| 16 | SPDR SERIES TRUST | 66,486 | 2,555,000 | 1.72% | ||
| 17 | SPDR SERIES TRUST | 48,295 | 2,512,000 | 1.69% | ||
| 18 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 76,216 | 2,215,000 | 1.49% | ||
| 19 | VANGUARD INTL EQUITY INDEX F | 46,337 | 1,894,000 | 1.28% | ||
| 20 | ISHARES TR | 17,950 | 1,324,000 | 0.89% | ||
| 21 | S&P Developed Ex-U.S. Property Index Fund | 32,690 | 1,216,000 | 0.82% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-15-054740, filed 2015.07.30).
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.
