| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 610,439 | 22,415,000 | 76.75% | ||
| 2 | SPDR INDEX SHS FDS | 74,227 | 5,455,000 | 18.68% | ||
| 3 | ZENDESK INC | 26,050 | 689,000 | 2.36% | ||
| 4 | NEW RELIC INC | 17,773 | 647,000 | 2.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-014905, filed 2016.02.16).
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.
