| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 50 | 10,194 | 0.01% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 2,236 | 82,106 | 0.07% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 4,516 | 255,920 | 0.20% | ||
| 4 | SPDR INDEX SHS FDSDJ GLB RL ES ETF | 6,055 | 283,373 | 0.23% | ||
| 5 | VANGUARD INTL EQUITY INDEX F | 7,484 | 373,311 | 0.30% | ||
| 6 | VANGUARD SPECIALIZED FUNDS | 34,505 | 2,683,110 | 2.15% | ||
| 7 | VANGUARD INDEX FDS | 17,542 | 3,279,109 | 2.62% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 206,708 | 6,761,405 | 5.41% | ||
| 9 | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | 263,042 | 7,402,012 | 5.92% | ||
| 10 | VANGUARD BD INDEX FDS | 177,421 | 14,328,483 | 11.46% | ||
| 11 | ISHARES TR | 3,528,572 | 89,625,725 | 71.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-013567, filed 2016.02.08).
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.
