| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 20,332 | 4,398,876 | 8.53% | ||
| 2 | VANGUARD SPECIALIZED FUNDS | 64,479 | 5,799,218 | 11.25% | ||
| 3 | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | 289,726 | 9,928,898 | 19.26% | ||
| 4 | VANGUARD BD INDEX FDS | 171,167 | 13,878,234 | 26.92% | ||
| 5 | ISHARES TR | 640,750 | 17,541,307 | 34.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-004665, filed 2017.05.12).
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.
