| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 626,777 | 128,840,000 | 54.44% | ||
| 2 | VANGUARD INDEX FDS | 205,157 | 38,684,000 | 16.34% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 969,980 | 34,783,000 | 14.70% | ||
| 4 | ISHARES TR | 344,001 | 19,653,000 | 8.30% | ||
| 5 | VANGUARD INTL EQUITY INDEX F | 425,512 | 14,714,000 | 6.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214816-16-000064, filed 2016.05.09).
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.
