| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 2,284,517 | 54,782,711 | 63.81% | ||
| 2 | VANGUARD BD INDEX FDS | 169,931 | 14,325,151 | 16.69% | ||
| 3 | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | 235,846 | 7,834,811 | 9.13% | ||
| 4 | VANGUARD INDEX FDS | 19,124 | 3,675,641 | 4.28% | ||
| 5 | VANGUARD SPECIALIZED FUNDS | 33,891 | 2,821,046 | 3.29% | ||
| 6 | VULCAN VALUE PARTNERS FD | 76,556 | 1,256,283 | 1.46% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 14,107 | 658,223 | 0.77% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 7,326 | 408,298 | 0.48% | ||
| 9 | VANGUARD TAX-MANAGED FDS | 2,236 | 79,065 | 0.09% | ||
| 10 | SPDR S&P 500 ETF TR | 50 | 10,474 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-019732, filed 2016.08.12).
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.
