| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 359,663 | 29,467,000 | 17.52% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 551,422 | 19,653,000 | 11.69% | ||
| 3 | VANGUARD INDEX FDS | 239,894 | 18,412,000 | 10.95% | ||
| 4 | VANGUARD INDEX FDS | 164,168 | 16,464,000 | 9.79% | ||
| 5 | VANGUARD INDEX FDS | 116,146 | 11,298,000 | 6.72% | ||
| 6 | VANGUARD BD INDEX FDS | 124,472 | 10,006,000 | 5.95% | ||
| 7 | VANGUARD INDEX FDS | 112,346 | 9,352,000 | 5.56% | ||
| 8 | ISHARES MSCI EAFE SMALL CAP IDX FD | 181,544 | 8,672,000 | 5.16% | ||
| 9 | VANGUARD INDEX FDS | 60,142 | 7,084,000 | 4.21% | ||
| 10 | VANGUARD INDEX FDS | 72,786 | 7,049,000 | 4.19% | ||
| 11 | POWERSHARES ETF TRUST | 565,150 | 5,934,000 | 3.53% | ||
| 12 | ISHARES TR | 30,260 | 5,831,000 | 3.47% | ||
| 13 | ISHARES TR | 39,860 | 4,241,000 | 2.52% | ||
| 14 | ISHARES TR | 26,118 | 2,891,000 | 1.72% | ||
| 15 | SPDR SERIES TRUST | 49,378 | 2,571,000 | 1.53% | ||
| 16 | SPDR SERIES TRUST | 65,443 | 2,334,000 | 1.39% | ||
| 17 | VANGUARD INTL EQUITY INDEX F | 59,349 | 1,964,000 | 1.17% | ||
| 18 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 65,955 | 1,613,000 | 0.96% | ||
| 19 | VANGUARD INDEX FDS | 21,226 | 1,603,000 | 0.95% | ||
| 20 | ISHARES TR | 20,016 | 1,343,000 | 0.80% | ||
| 21 | S&P Developed Ex-U.S. Property Index Fund | 11,067 | 386,000 | 0.23% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-15-071575, filed 2015.10.20).
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.
