| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR TR UNIT | 355,672 | 70,075,000 | 31.11% | ||
| 2 | SPDR SERIES TRUST S&P DIVID ETF | 482,199 | 36,136,000 | 16.04% | ||
| 3 | SELECT SECTOR SPDR TR | 708,163 | 28,255,000 | 12.54% | ||
| 4 | VANGUARD MID-CAP ETF | 166,828 | 19,570,000 | 8.69% | ||
| 5 | SELECT SECTOR SPDR TR | 823,559 | 19,082,000 | 8.47% | ||
| 6 | VANGUARD INDEX FDS | 262,646 | 18,871,000 | 8.38% | ||
| 7 | VANGUARD WORLD FDS | 159,540 | 18,664,000 | 8.29% | ||
| 8 | SELECT SECTOR INDUSTRIAL SPDR TR | 139,275 | 7,402,000 | 3.29% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 131,185 | 6,459,000 | 2.87% | ||
| 10 | ISHARES TR | 3,270 | 366,000 | 0.16% | ||
| 11 | VANGUARD INDEX FDS SMALL CP ETF | 1,850 | 204,000 | 0.09% | ||
| 12 | VANGUARD TAX MANAGED INTL FD | 4,780 | 190,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001295044-14-000008, filed 2014.11.12).
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.
