| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 26,417,818 | 988,291,000 | 3.83% | ||
| 2 | ISHARES TR | 3,869,800 | 841,914,000 | 3.26% | ||
| 3 | ISHARES TR | 6,443,328 | 724,359,000 | 2.81% | ||
| 4 | VANGUARD BD INDEX FDS | 7,107,084 | 574,466,000 | 2.22% | ||
| 5 | ISHARES TR | 10,378,954 | 572,295,000 | 2.22% | ||
| 6 | ISHARES TR | 4,694,485 | 571,131,000 | 2.21% | ||
| 7 | VANGUARD INDEX FDS | 5,041,774 | 566,141,000 | 2.19% | ||
| 8 | VANGUARD INDEX FDS | 6,370,119 | 554,200,000 | 2.15% | ||
| 9 | VANGUARD CHARLOTTE FDS | 9,201,691 | 515,663,000 | 2.00% | ||
| 10 | ISHARES TR | 5,383,653 | 511,232,000 | 1.98% | ||
| 11 | VANGUARD INDEX FDS | 2,286,255 | 454,256,000 | 1.76% | ||
| 12 | ISHARES TR | 17,416,791 | 454,230,000 | 1.76% | ||
| 13 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 3,457,506 | 384,993,000 | 1.49% | ||
| 14 | VANGUARD BD INDEX FDS | 4,353,393 | 366,294,000 | 1.42% | ||
| 15 | ISHARES TR | 2,284,979 | 353,509,000 | 1.37% | ||
| 16 | ISHARES TR | 5,868,124 | 346,982,000 | 1.34% | ||
| 17 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 3,720,962 | 324,691,000 | 1.26% | ||
| 18 | VANGUARD BD INDEX FDS | 3,235,813 | 319,051,000 | 1.24% | ||
| 19 | ISHARES INC | 6,719,734 | 306,487,000 | 1.19% | ||
| 20 | VANGUARD INTL EQUITY INDEX F | 8,023,340 | 301,918,000 | 1.17% | ||
| 21 | ISHARES TR | 2,356,283 | 292,674,000 | 1.13% | ||
| 22 | ISHARES TR | 2,424,836 | 266,950,000 | 1.03% | ||
| 23 | VANGUARD SCOTTSDALE FDS | 4,926,701 | 265,845,000 | 1.03% | ||
| 24 | ISHARES U S ETF TR | 4,845,586 | 243,200,000 | 0.94% | ||
| 25 | VANGUARD BD INDEX FDS | 2,761,236 | 242,050,000 | 0.94% | ||
| 26 | VANGUARD INDEX FDS | 2,161,164 | 240,602,000 | 0.93% | ||
| 27 | SPDR S&P 500 ETF TR | 900,119 | 194,696,000 | 0.75% | ||
| 28 | ISHARES TR | 1,657,792 | 193,116,000 | 0.75% | ||
| 29 | VANGUARD INDEX FDS | 2,182,856 | 189,341,000 | 0.73% | ||
| 30 | ISHARES TR | 1,786,926 | 188,735,000 | 0.73% | ||
| 31 | ISHARES TR | 1,510,885 | 187,576,000 | 0.73% | ||
| 32 | DBX ETF TR | 6,585,181 | 173,717,000 | 0.67% | ||
| 33 | ISHARES TR | 1,511,163 | 157,418,000 | 0.61% | ||
| 34 | ISHARES TR | 1,058,947 | 130,441,000 | 0.51% | ||
| 35 | ISHARES TR | 1,086,680 | 127,370,000 | 0.49% | ||
| 36 | ISHARES TR | 2,766,940 | 125,702,000 | 0.49% | ||
| 37 | VANGUARD INDEX FDS | 969,113 | 118,406,000 | 0.46% | ||
| 38 | VANGUARD INDEX FDS | 1,243,481 | 113,492,000 | 0.44% | ||
| 39 | ISHARES 7-10 YEAR TREASURY BOND ETF | 979,618 | 109,600,000 | 0.42% | ||
| 40 | APPLE INC | 952,185 | 107,645,000 | 0.42% | ||
| 41 | ISHARES TR | 777,118 | 106,862,000 | 0.41% | ||
| 42 | ISHARES TR | 1,000,846 | 105,849,000 | 0.41% | ||
| 43 | ISHARES TR | 1,216,908 | 103,486,000 | 0.40% | ||
| 44 | SPDR SERIES TRUST | 2,664,082 | 97,825,000 | 0.38% | ||
| 45 | ISHARES TR | 2,438,265 | 91,313,000 | 0.35% | ||
| 46 | VANGUARD INDEX FDS | 701,789 | 90,840,000 | 0.35% | ||
| 47 | MICROSOFT CORP | 1,440,188 | 82,955,000 | 0.32% | ||
| 48 | ISHARES TR | 1,199,191 | 81,113,000 | 0.31% | ||
| 49 | ISHARES TR | 933,975 | 80,032,000 | 0.31% | ||
| 50 | VANGUARD SCOTTSDALE FDS | 849,243 | 76,075,000 | 0.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-014598, filed 2016.11.14).
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.
