| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 248,012 | 37,569,000 | 9.99% | ||
| 2 | ISHARES TR | 150,037 | 32,151,000 | 8.55% | ||
| 3 | ISHARES TR | 343,316 | 32,134,000 | 8.54% | ||
| 4 | ISHARES TR | 210,491 | 23,443,000 | 6.23% | ||
| 5 | VANGUARD CHARLOTTE FDS | 384,372 | 21,295,000 | 5.66% | ||
| 6 | ISHARES TR | 370,035 | 18,909,000 | 5.03% | ||
| 7 | VANGUARD BD INDEX FDS | 208,878 | 17,395,000 | 4.62% | ||
| 8 | ISHARES TR | 136,226 | 16,535,000 | 4.40% | ||
| 9 | VANGUARD INDEX FDS | 192,730 | 16,012,000 | 4.26% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 321,900 | 14,312,000 | 3.80% | ||
| 11 | ISHARES TR | 221,708 | 12,785,000 | 3.40% | ||
| 12 | VANGUARD SCOTTSDALE FDS | 109,202 | 9,692,000 | 2.58% | ||
| 13 | SPDR DOW JONES REIT ETF | 95,722 | 8,922,000 | 2.37% | ||
| 14 | VANGUARD STAR FDS | 175,923 | 8,119,000 | 2.16% | ||
| 15 | VANGUARD INDEX FDS | 53,079 | 6,679,000 | 1.78% | ||
| 16 | ISHARES TR | 51,734 | 5,972,000 | 1.59% | ||
| 17 | VANGUARD BD INDEX FDS | 60,407 | 5,241,000 | 1.39% | ||
| 18 | SPDR SERIES TRUST | 138,299 | 5,059,000 | 1.34% | ||
| 19 | VANGUARD INDEX FDS | 44,554 | 4,819,000 | 1.28% | ||
| 20 | VANGUARD WORLD FD | 75,231 | 4,664,000 | 1.24% | ||
| 21 | VANGUARD SCOTTSDALE FDS | 51,674 | 4,150,000 | 1.10% | ||
| 22 | VANGUARD MALVERN FDS | 81,048 | 4,022,000 | 1.07% | ||
| 23 | VANGUARD INDEX FDS | 41,713 | 3,579,000 | 0.95% | ||
| 24 | VANGUARD BD INDEX FDS | 41,669 | 3,354,000 | 0.89% | ||
| 25 | ISHARES TR | 18,945 | 3,215,000 | 0.85% | ||
| 26 | ISHARES TR | 62,547 | 3,160,000 | 0.84% | ||
| 27 | VANGUARD WORLD FD | 41,959 | 3,054,000 | 0.81% | ||
| 28 | VANGUARD ADMIRAL FDS INC | 32,602 | 2,940,000 | 0.78% | ||
| 29 | VANGUARD INDEX FDS | 14,338 | 2,805,000 | 0.75% | ||
| 30 | SPDR SER TR | 44,942 | 2,585,000 | 0.69% | ||
| 31 | ISHARES RUSSELL 1000 ETF | 21,166 | 2,508,000 | 0.67% | ||
| 32 | ISHARES TR | 40,236 | 2,128,000 | 0.57% | ||
| 33 | VANGUARD INDEX FDS | 18,572 | 2,031,000 | 0.54% | ||
| 34 | VANGUARD INDEX FDS | 20,609 | 2,011,000 | 0.53% | ||
| 35 | ISHARES TR | 78,689 | 2,007,000 | 0.53% | ||
| 36 | VANGUARD TAX-MANAGED FDS | 51,649 | 1,884,000 | 0.50% | ||
| 37 | SPDR INDEX SHS FDS | 47,411 | 1,819,000 | 0.48% | ||
| 38 | ISHARES | 65,466 | 1,785,000 | 0.47% | ||
| 39 | ISHARES TR | 69,333 | 1,773,000 | 0.47% | ||
| 40 | VANGUARD ADMIRAL FDS INC | 16,439 | 1,682,000 | 0.45% | ||
| 41 | ISHARES TR | 14,903 | 1,551,000 | 0.41% | ||
| 42 | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | 43,104 | 1,455,000 | 0.39% | ||
| 43 | VANGUARD INTL EQUITY INDEX F | 37,750 | 1,409,000 | 0.37% | ||
| 44 | VANGUARD BD INDEX FDS | 14,400 | 1,378,000 | 0.37% | ||
| 45 | SPDR SER TR | 37,896 | 1,314,000 | 0.35% | ||
| 46 | ISHARES TR | 10,330 | 1,256,000 | 0.33% | ||
| 47 | LINCOLN NATL CORP IND | 22,645 | 1,107,000 | 0.29% | ||
| 48 | VANGUARD ADMIRAL FDSINC S&P SMALLCAP 600VALUE INDEX FD ETF SHS | 10,159 | 1,062,000 | 0.28% | ||
| 49 | VANGUARD INDEX FDS | 11,318 | 1,003,000 | 0.27% | ||
| 50 | JPMORGAN CHASE & CO | 14,071 | 950,000 | 0.25% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-130636, filed 2016.11.01).
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.
