| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 701,895 | 143,109,000 | 67.23% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 969,980 | 35,618,000 | 16.73% | ||
| 3 | ISHARES TR | 344,001 | 20,210,000 | 9.49% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 425,512 | 13,918,000 | 6.54% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214816-16-000053, filed 2016.02.12).
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.
