| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | SPDR GOLD TRUST | 47,392 | 5,387,000 | 0.64% | ||
| 102 | VANGUARD INDEX FDS | 54,974 | 5,896,000 | 0.70% | ||
| 103 | WELLS FARGO & CO NEW | 135,338 | 7,362,000 | 0.88% | ||
| 104 | ISHARES TR | 78,061 | 8,050,000 | 0.96% | ||
| 105 | UNITED PARCEL SERVICE INC | 86,935 | 8,427,000 | 1.01% | ||
| 106 | VANGUARD INTL EQUITY INDEX F | 211,745 | 10,318,000 | 1.23% | ||
| 107 | PROCTER AND GAMBLE CO | 152,691 | 12,512,000 | 1.49% | ||
| 108 | AMPHENOL CORP NEW | 325,582 | 19,187,000 | 2.29% | ||
| 109 | ISHARES TR | 336,156 | 21,571,000 | 2.57% | ||
| 110 | VANGUARD INDEX FDS | 368,706 | 31,086,000 | 3.71% | ||
| 111 | VANGUARD WORLD FD | 463,016 | 49,320,000 | 5.89% | ||
| 112 | ISHARES TR | 279,698 | 58,130,000 | 6.94% | ||
| 113 | POWERSHARES QQQ TRUST | 555,262 | 58,636,000 | 7.00% | ||
| 114 | ISHARES RUSSELL 1000 ETF | 578,569 | 67,027,000 | 8.00% | ||
| 115 | VANGUARD TAX-MANAGED FDS | 3,102,154 | 123,559,000 | 14.75% | ||
| 116 | SPDR S&P 500 ETF TR | 1,274,011 | 262,994,000 | 31.39% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-000980, filed 2015.05.06).
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.
