| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 3,497,668 | 85,972,680 | 70.39% | ||
| 2 | VANGUARD BD INDEX FDS | 175,847 | 14,407,153 | 11.80% | ||
| 3 | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | 261,740 | 7,600,940 | 6.22% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 209,073 | 6,918,229 | 5.66% | ||
| 5 | VANGUARD SPECIALIZED FUNDS | 47,179 | 3,479,009 | 2.85% | ||
| 6 | VANGUARD INDEX FDS | 17,483 | 3,071,860 | 2.51% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 7,421 | 364,944 | 0.30% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 4,451 | 239,000 | 0.20% | ||
| 9 | VANGUARD TAX-MANAGED FDS | 2,236 | 79,691 | 0.07% | ||
| 10 | SPDR S&P 500 ETF TR | 50 | 9,581 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-011563, filed 2015.11.12).
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.
