| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 202,186 | 24,529,000 | 14.76% | ||
| 2 | ISHARES INC | 266,512 | 12,737,000 | 7.66% | ||
| 3 | ISHARES TR | 182,071 | 10,551,000 | 6.35% | ||
| 4 | SPDR GOLD TR | 78,219 | 9,286,000 | 5.59% | ||
| 5 | ISHARES TR | 50,756 | 6,675,000 | 4.02% | ||
| 6 | SPDR S&P 500 ETF TR | 27,816 | 6,557,000 | 3.94% | ||
| 7 | ISHARES GOLD TRUST | 544,401 | 6,538,000 | 3.93% | ||
| 8 | ISHARES TR | 51,395 | 5,576,000 | 3.35% | ||
| 9 | BERKSHIRE HATHAWAY INC DEL | 32,612 | 5,436,000 | 3.27% | ||
| 10 | SPDR SERIES TRUST | 123,896 | 4,639,000 | 2.79% | ||
| 11 | VANGUARD SPECIALIZED FUNDS | 42,383 | 3,812,000 | 2.29% | ||
| 12 | ISHARES TR | 15,677 | 3,720,000 | 2.24% | ||
| 13 | ISHARES TR | 18,977 | 3,249,000 | 1.95% | ||
| 14 | VANGUARD INDEX FDS | 32,222 | 3,219,000 | 1.94% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 66,212 | 3,167,000 | 1.91% | ||
| 16 | VANGUARD INDEX FDS | 13,205 | 2,857,000 | 1.72% | ||
| 17 | VANGUARD TAX-MANAGED FDS | 66,540 | 2,615,000 | 1.57% | ||
| 18 | VANGUARD INTL EQUITY INDEX F | 62,606 | 2,487,000 | 1.50% | ||
| 19 | ALKERMES PLC | 40,000 | 2,340,000 | 1.41% | ||
| 20 | SPDR INDEX SHS FDS | 48,752 | 2,212,000 | 1.33% | ||
| 21 | ISHARES TR | 16,701 | 1,915,000 | 1.15% | ||
| 22 | ISHARES TR | 12,438 | 1,710,000 | 1.03% | ||
| 23 | ISHARES TR | 12,765 | 1,681,000 | 1.01% | ||
| 24 | INCYTE CORP | 12,500 | 1,671,000 | 1.01% | ||
| 25 | SPDR INDEX SHS FDS | 19,000 | 1,559,000 | 0.94% | ||
| 26 | SPDR SER TR | 16,826 | 1,483,000 | 0.89% | ||
| 27 | APPLE INC | 9,289 | 1,334,000 | 0.80% | ||
| 28 | MEDICINES CO | 26,000 | 1,271,000 | 0.76% | ||
| 29 | ISHARES TR | 15,311 | 1,271,000 | 0.76% | ||
| 30 | VANGUARD INTL EQUITY INDEX F | 12,351 | 1,268,000 | 0.76% | ||
| 31 | AMERICAN TOWER CORP NEW | 9,630 | 1,170,000 | 0.70% | ||
| 32 | ISHARES TR | 26,196 | 1,096,000 | 0.66% | ||
| 33 | ISHARES 7-10 YEAR TREASURY BOND ETF | 9,757 | 1,030,000 | 0.62% | ||
| 34 | PRICE T ROWE GROUP INC | 15,100 | 1,029,000 | 0.62% | ||
| 35 | BLACKROCK INC | 2,674 | 1,026,000 | 0.62% | ||
| 36 | SELECT SECTOR SPDR TR | 14,420 | 1,008,000 | 0.61% | ||
| 37 | ISHARES TR | 14,422 | 997,000 | 0.60% | ||
| 38 | VANGUARD CHARLOTTE FDS | 18,392 | 996,000 | 0.60% | ||
| 39 | ISHARES TR | 10,650 | 970,000 | 0.58% | ||
| 40 | VANECK ETF TRUST | 42,300 | 965,000 | 0.58% | ||
| 41 | ISHARES TR | 5,057 | 947,000 | 0.57% | ||
| 42 | INTERCONTINENTAL EXCHANGE IN | 15,193 | 910,000 | 0.55% | ||
| 43 | VANGUARD INDEX FDS | 5,900 | 822,000 | 0.49% | ||
| 44 | TEGNA INC | 29,497 | 756,000 | 0.45% | ||
| 45 | TIVO CORPORATION COM | 38,530 | 722,000 | 0.43% | ||
| 46 | WAL-MART STORES INC | 10,000 | 721,000 | 0.43% | ||
| 47 | PROSHARES TR | 29,200 | 685,000 | 0.41% | ||
| 48 | ISHARES TR | 6,083 | 633,000 | 0.38% | ||
| 49 | BERKSHIRE HATHAWAY INC DEL | 30 | 570,000 | 0.34% | ||
| 50 | VANGUARD SCOTTSDALE FDS | 6,331 | 505,000 | 0.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-17-000062, filed 2017.05.12).
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.