| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 3000 ETF | 5,542,995 | 687,221,000 | 36.96% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 13,774,994 | 546,179,000 | 29.37% | ||
| 3 | ISHARES TR | 1,511,049 | 164,372,000 | 8.84% | ||
| 4 | ISHARES TR | 2,258,163 | 143,371,000 | 7.71% | ||
| 5 | VANGUARD INTL EQUITY INDEX F | 2,588,030 | 105,799,000 | 5.69% | ||
| 6 | SPDR S&P 500 ETF TR | 493,509 | 101,589,000 | 5.46% | ||
| 7 | VANGUARD INDEX FDS | 593,148 | 49,445,000 | 2.66% | ||
| 8 | WISDOMTREE TR | 367,922 | 21,045,000 | 1.13% | ||
| 9 | SPDR GOLD TR | 157,699 | 17,721,000 | 0.95% | ||
| 10 | VANGUARD INDEX FDS | 97,337 | 10,417,000 | 0.56% | ||
| 11 | ETFS PHYSICAL | 73,142 | 4,325,000 | 0.23% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 73,969 | 3,993,000 | 0.21% | ||
| 13 | ISHARES TR | 27,149 | 1,076,000 | 0.06% | ||
| 14 | ISHARES TR | 7,567 | 945,000 | 0.05% | ||
| 15 | SELECT SECTOR SPDR TR | 9,841 | 740,000 | 0.04% | ||
| 16 | ISHARES RUSSELL 1000 ETF | 6,058 | 703,000 | 0.04% | ||
| 17 | ISHARES MSCI ACWI EX US IDX FD | 10,294 | 455,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-031891, filed 2015.08.14).
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.
