| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 3000 ETF | 5,095,188 | 677,558,000 | 25.80% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 17,575,529 | 642,210,000 | 24.45% | ||
| 3 | ISHARES TR | 4,839,287 | 522,933,000 | 19.91% | ||
| 4 | SPDR S&P 500 ETF TR | 808,358 | 180,692,000 | 6.88% | ||
| 5 | ISHARES TR S&P 100 ETF | 1,631,881 | 162,046,000 | 6.17% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 2,968,678 | 106,219,000 | 4.04% | ||
| 7 | VANGUARD INDEX FDS | 652,836 | 75,285,000 | 2.87% | ||
| 8 | ISHARES TR | 605,000 | 72,074,000 | 2.74% | ||
| 9 | ISHARES TR | 1,118,884 | 64,593,000 | 2.46% | ||
| 10 | VANGUARD HEALTH | 271,966 | 34,477,000 | 1.31% | ||
| 11 | SPDR GOLD TR | 202,547 | 22,201,000 | 0.85% | ||
| 12 | VANGUARD INFORM TECH | 156,904 | 19,064,000 | 0.73% | ||
| 13 | ISHARES TR | 362,838 | 17,144,000 | 0.65% | ||
| 14 | ISHARES TR | 65,867 | 8,069,000 | 0.31% | ||
| 15 | ISHARES TR | 119,069 | 7,584,000 | 0.29% | ||
| 16 | VANGUARD WORLD FDS | 47,410 | 4,963,000 | 0.19% | ||
| 17 | WISDOMTREE TR | 94,824 | 4,698,000 | 0.18% | ||
| 18 | POWERSHARES SENIOR LOAN PORTFO | 106,420 | 2,486,000 | 0.09% | ||
| 19 | ISHARES TR | 11,892 | 1,394,000 | 0.05% | ||
| 20 | ISHARES TR | 24,664 | 863,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001303159-17-000003, filed 2017.02.13).
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.
