| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | INTEL CORP | 18,010 | 680,000 | 0.63% | ||
| 52 | MERCK & CO INC | 10,909 | 681,000 | 0.63% | ||
| 53 | SHERWIN WILLIAMS CO | 2,500 | 692,000 | 0.64% | ||
| 54 | ISHARES TR | 5,785 | 719,000 | 0.67% | ||
| 55 | BERKSHIRE HATHAWAY INC DEL | 5,081 | 734,000 | 0.68% | ||
| 56 | GENERAL DYNAMICS CORP | 5,325 | 826,000 | 0.77% | ||
| 57 | ISHARES TR | 14,160 | 837,000 | 0.78% | ||
| 58 | AMAZON COM INC | 1,200 | 1,005,000 | 0.93% | ||
| 59 | Powershares QQQ Trust | 9,019 | 1,071,000 | 0.99% | ||
| 60 | INTERNATIONAL BUSINESS MACHS | 6,842 | 1,087,000 | 1.01% | ||
| 61 | ISHARES MSCI EAFE SMALL CAP IDX FD | 21,740 | 1,139,000 | 1.06% | ||
| 62 | VANGUARD INTL EQUITY INDEX F | 34,350 | 1,293,000 | 1.20% | ||
| 63 | VANGUARD STAR FDS | 29,805 | 1,407,000 | 1.30% | ||
| 64 | APPLE INC | 12,655 | 1,431,000 | 1.33% | ||
| 65 | VANGUARD INDEX FDS | 11,385 | 1,474,000 | 1.37% | ||
| 66 | VANGUARD INDEX FDS | 20,190 | 1,757,000 | 1.63% | ||
| 67 | VANGUARD TAX-MANAGED FDS | 49,670 | 1,858,000 | 1.72% | ||
| 68 | ISHARES TR | 16,562 | 2,887,000 | 2.68% | ||
| 69 | VANGUARD INDEX FDS | 30,360 | 3,010,000 | 2.79% | ||
| 70 | ISHARES TR | 26,616 | 3,304,000 | 3.06% | ||
| 71 | VANGUARD INDEX FDS | 43,955 | 3,813,000 | 3.53% | ||
| 72 | VANGUARD INDEX FDS | 20,515 | 4,076,000 | 3.78% | ||
| 73 | BERKSHIRE HATHAWAY INC DEL | 19 | 4,108,000 | 3.81% | ||
| 74 | S&P MidCap 400 Spdrs | 19,632 | 5,542,000 | 5.14% | ||
| 75 | VANGUARD INDEX FDS | 45,450 | 5,553,000 | 5.15% | ||
| 76 | SPDR S&P 500 Fund | 36,985 | 8,000,000 | 7.42% | ||
| 77 | ISHARES TR | 38,200 | 8,311,000 | 7.70% | ||
| 78 | VANGUARD INDEX FDS | 101,211 | 11,268,000 | 10.45% | ||
| 79 | VANGUARD INTL EQUITY INDEX F | 249,675 | 11,343,000 | 10.52% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001362987-16-000009, filed 2016.10.12).
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.
