| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,426,318 | 145,156,000 | 17.19% | ||
| 2 | ISHARES INC | 1,581,552 | 81,766,000 | 9.68% | ||
| 3 | ISHARES TR | 263,713 | 51,951,000 | 6.15% | ||
| 4 | ISHARES TR | 752,034 | 51,417,000 | 6.09% | ||
| 5 | VANGUARD TAX-MANAGED FDS | 1,139,343 | 48,525,000 | 5.75% | ||
| 6 | SPDR S&P 500 ETF TR | 246,750 | 48,294,000 | 5.72% | ||
| 7 | ISHARES RUSSELL 1000 ETF | 381,804 | 42,040,000 | 4.98% | ||
| 8 | VANGUARD INDEX FDS | 448,134 | 40,337,000 | 4.78% | ||
| 9 | ISHARES TR | 251,372 | 35,966,000 | 4.26% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 542,299 | 32,511,000 | 3.85% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 740,776 | 31,950,000 | 3.78% | ||
| 12 | VANGUARD SPECIALIZED FUNDS | 397,161 | 30,959,000 | 3.67% | ||
| 13 | ISHARES TR | 227,961 | 25,552,000 | 3.03% | ||
| 14 | ISHARES TR | 360,945 | 22,454,000 | 2.66% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 282,093 | 17,557,000 | 2.08% | ||
| 16 | ISHARES RUSSELL 3000 ETF | 92,118 | 10,846,000 | 1.28% | ||
| 17 | VANGUARD INDEX FDS | 86,409 | 10,254,000 | 1.21% | ||
| 18 | VANGUARD INTL EQUITY INDEX F | 146,114 | 7,640,000 | 0.90% | ||
| 19 | VANGUARD INDEX FDS | 62,760 | 7,350,000 | 0.87% | ||
| 20 | ISHARES TR | 131,077 | 5,666,000 | 0.67% | ||
| 21 | SPDR INDEX SHS FDS | 130,697 | 4,610,000 | 0.55% | ||
| 22 | ISHARES TR | 37,663 | 4,475,000 | 0.53% | ||
| 23 | APPLE INC | 43,949 | 4,085,000 | 0.48% | ||
| 24 | SPDR S&P MIDCAP 400 ETF TR | 15,273 | 3,980,000 | 0.47% | ||
| 25 | ISHARES TR | 31,654 | 3,654,000 | 0.43% | ||
| 26 | VANGUARD INDEX FDS | 39,580 | 3,473,000 | 0.41% | ||
| 27 | VANGUARD INDEX FDS | 39,147 | 3,169,000 | 0.38% | ||
| 28 | BERKSHIRE HATHAWAY INC DEL | 16,954 | 2,146,000 | 0.25% | ||
| 29 | ISHARES TR | 22,949 | 2,087,000 | 0.25% | ||
| 30 | EXXON MOBIL CORP | 19,483 | 1,962,000 | 0.23% | ||
| 31 | JOHNSON & JOHNSON | 17,552 | 1,836,000 | 0.22% | ||
| 32 | SAPIENT CORP | 91,300 | 1,483,000 | 0.18% | ||
| 33 | GENERAL ELECTRIC CO | 54,446 | 1,431,000 | 0.17% | ||
| 34 | ISHARES TR | 8,698 | 1,414,000 | 0.17% | ||
| 35 | UNITED PARCEL SERVICE INC | 13,602 | 1,396,000 | 0.17% | ||
| 36 | ISHARES TR | 13,643 | 1,382,000 | 0.16% | ||
| 37 | ISHARES TR | 13,900 | 1,246,000 | 0.15% | ||
| 38 | BERKSHIRE HATHAWAY INC DEL | 6 | 1,139,000 | 0.13% | ||
| 39 | INTERNATIONAL BUSINESS MACHS | 6,256 | 1,134,000 | 0.13% | ||
| 40 | CHEVRON CORP NEW | 8,253 | 1,077,000 | 0.13% | ||
| 41 | FEDEX CORP | 6,929 | 1,048,000 | 0.12% | ||
| 42 | POWERSHARES ETF TRUST | 53,522 | 1,035,000 | 0.12% | ||
| 43 | MICROSOFT CORP | 24,691 | 1,029,000 | 0.12% | ||
| 44 | PFIZER INC | 34,466 | 1,023,000 | 0.12% | ||
| 45 | INTEL CORP | 32,572 | 1,007,000 | 0.12% | ||
| 46 | ILLINOIS TOOL WKS INC | 11,103 | 972,000 | 0.12% | ||
| 47 | PROCTER AND GAMBLE CO | 12,366 | 971,000 | 0.11% | ||
| 48 | JPMORGAN CHASE & CO | 16,432 | 941,000 | 0.11% | ||
| 49 | WELLS FARGO & CO NEW | 17,827 | 937,000 | 0.11% | ||
| 50 | VANGUARD INDEX FDS | 10,729 | 933,000 | 0.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001336, filed 2014.08.12).
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.
