| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 685,743 | 131,814,000 | 55.10% | ||
| 2 | SPDR S&P 500 ETF TR | 185,876 | 38,947,000 | 16.28% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 969,980 | 34,298,000 | 14.34% | ||
| 4 | ISHARES TR | 344,001 | 19,199,000 | 8.02% | ||
| 5 | VANGUARD INTL EQUITY INDEX F | 425,512 | 14,987,000 | 6.26% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214816-16-000077, filed 2016.08.05).
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.
