| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 508,082 | 41,033,000 | 21.24% | ||
| 2 | VANGUARD INDEX FDS | 231,012 | 24,577,000 | 12.72% | ||
| 3 | VANGUARD INDEX FDS | 254,160 | 20,719,000 | 10.72% | ||
| 4 | VANGUARD BD INDEX FDS | 251,937 | 20,047,000 | 10.38% | ||
| 5 | VANGUARD TAX-MANAGED FDS | 507,234 | 18,626,000 | 9.64% | ||
| 6 | ISHARES MSCI EAFE SMALL CAP IDX FD | 194,593 | 9,720,000 | 5.03% | ||
| 7 | VANGUARD INDEX FDS | 89,277 | 7,673,000 | 3.97% | ||
| 8 | POWERSHARES ETF TRUST | 645,962 | 6,796,000 | 3.52% | ||
| 9 | VANGUARD INDEX FDS | 54,000 | 6,558,000 | 3.39% | ||
| 10 | ISHARES TR | 31,804 | 6,516,000 | 3.37% | ||
| 11 | VANGUARD INDEX FDS | 61,816 | 6,164,000 | 3.19% | ||
| 12 | ISHARES TR | 41,863 | 4,428,000 | 2.29% | ||
| 13 | SPDR SERIES TRUST | 107,992 | 3,662,000 | 1.90% | ||
| 14 | SPDR SERIES TRUST | 66,013 | 3,408,000 | 1.76% | ||
| 15 | ISHARES TR | 29,537 | 3,240,000 | 1.68% | ||
| 16 | VANGUARD INDEX FDS | 25,519 | 2,520,000 | 1.30% | ||
| 17 | VANGUARD INDEX FDS | 30,228 | 2,410,000 | 1.25% | ||
| 18 | VANGUARD INTL EQUITY INDEX F | 60,171 | 1,968,000 | 1.02% | ||
| 19 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 78,585 | 1,687,000 | 0.87% | ||
| 20 | ISHARES TR | 21,164 | 1,453,000 | 0.75% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-16-095745, filed 2016.02.11).
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.
