| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 22,927,330 | 810,710,000 | 3.23% | ||
| 2 | ISHARES TR | 5,876,701 | 661,805,000 | 2.64% | ||
| 3 | ISHARES U S ETF TR | 12,195,400 | 611,843,000 | 2.44% | ||
| 4 | VANGUARD INDEX FDS | 4,818,137 | 516,504,000 | 2.06% | ||
| 5 | VANGUARD INDEX FDS | 5,935,512 | 504,459,000 | 2.01% | ||
| 6 | ISHARES TR | 2,387,622 | 502,595,000 | 2.00% | ||
| 7 | VANGUARD BD INDEX FDS | 6,158,787 | 499,231,000 | 1.99% | ||
| 8 | ISHARES TR | 3,998,882 | 466,190,000 | 1.86% | ||
| 9 | ISHARES TR | 8,581,758 | 445,307,000 | 1.78% | ||
| 10 | ISHARES TR | 4,619,109 | 429,115,000 | 1.71% | ||
| 11 | VANGUARD CHARLOTTE FDS | 6,985,124 | 389,071,000 | 1.55% | ||
| 12 | VANGUARD BD INDEX FDS | 4,235,756 | 357,074,000 | 1.42% | ||
| 13 | VANGUARD INDEX FDS | 1,726,581 | 331,849,000 | 1.32% | ||
| 14 | ISHARES TR | 5,446,720 | 304,036,000 | 1.21% | ||
| 15 | ISHARES TR | 1,979,675 | 295,744,000 | 1.18% | ||
| 16 | VANGUARD BD INDEX FDS | 2,684,996 | 263,264,000 | 1.05% | ||
| 17 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 3,041,609 | 257,624,000 | 1.03% | ||
| 18 | ISHARES INC | 5,604,246 | 234,482,000 | 0.94% | ||
| 19 | VANGUARD SCOTTSDALE FDS | 4,293,596 | 231,210,000 | 0.92% | ||
| 20 | ISHARES TR | 2,095,171 | 216,285,000 | 0.86% | ||
| 21 | VANGUARD BD INDEX FDS | 2,351,604 | 207,106,000 | 0.83% | ||
| 22 | VANGUARD INTL EQUITY INDEX F | 5,847,590 | 206,011,000 | 0.82% | ||
| 23 | SPDR S&P 500 ETF TR | 940,029 | 196,913,000 | 0.79% | ||
| 24 | VANGUARD INDEX FDS | 1,814,501 | 194,442,000 | 0.78% | ||
| 25 | ISHARES TR | 1,651,709 | 192,705,000 | 0.77% | ||
| 26 | ISHARES TR | 1,902,496 | 190,934,000 | 0.76% | ||
| 27 | ISHARES TR | 6,808,849 | 178,664,000 | 0.71% | ||
| 28 | VANGUARD INDEX FDS | 1,890,190 | 167,603,000 | 0.67% | ||
| 29 | ISHARES TR | 3,538,690 | 163,523,000 | 0.65% | ||
| 30 | ISHARES TR | 1,395,281 | 162,146,000 | 0.65% | ||
| 31 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 1,389,284 | 154,572,000 | 0.62% | ||
| 32 | ISHARES TR | 1,107,371 | 153,814,000 | 0.61% | ||
| 33 | ISHARES TR | 1,397,088 | 153,638,000 | 0.61% | ||
| 34 | ISHARES TR | 1,744,023 | 148,800,000 | 0.59% | ||
| 35 | DBX ETF TR | 5,860,815 | 146,462,000 | 0.58% | ||
| 36 | ISHARES TR | 1,234,505 | 141,943,000 | 0.57% | ||
| 37 | SCHWAB US TIPS ETF | 2,317,589 | 130,897,000 | 0.52% | ||
| 38 | VANGUARD MALVERN FDS | 2,610,819 | 129,183,000 | 0.52% | ||
| 39 | ISHARES TR | 992,470 | 121,811,000 | 0.49% | ||
| 40 | MICROSOFT CORP | 2,208,274 | 112,997,000 | 0.45% | ||
| 41 | JOHNSON & JOHNSON | 922,424 | 111,890,000 | 0.45% | ||
| 42 | ISHARES 7-10 YEAR TREASURY BOND ETF | 988,941 | 111,703,000 | 0.45% | ||
| 43 | ISHARES TR | 1,050,106 | 106,649,000 | 0.43% | ||
| 44 | VANGUARD INDEX FDS | 915,276 | 105,879,000 | 0.42% | ||
| 45 | ISHARES TR | 892,146 | 102,731,000 | 0.41% | ||
| 46 | ISHARES TR | 965,210 | 102,399,000 | 0.41% | ||
| 47 | APPLE INC | 1,012,785 | 96,822,000 | 0.39% | ||
| 48 | WISDOMTREE TR | 1,877,617 | 94,876,000 | 0.38% | ||
| 49 | ISHARES TR | 1,262,686 | 93,805,000 | 0.37% | ||
| 50 | ISHARES | 1,288,908 | 86,073,000 | 0.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-013229, filed 2016.08.15).
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.
