| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,296,001 | 126,321,000 | 44.43% | ||
| 2 | VANGUARD INDEX FDS | 906,063 | 63,986,000 | 22.50% | ||
| 3 | ISHARES TR | 197,568 | 22,147,000 | 7.79% | ||
| 4 | ISHARES GOLD TRUST ISHARES ETF | 1,499,673 | 18,656,000 | 6.56% | ||
| 5 | SPDR INDEX SHS FDS | 423,566 | 17,438,000 | 6.13% | ||
| 6 | PROCTER AND GAMBLE CO | 166,114 | 13,389,000 | 4.71% | ||
| 7 | VANGUARD INDEX FDS | 99,107 | 8,525,000 | 3.00% | ||
| 8 | ISHARES TR | 45,172 | 3,173,000 | 1.12% | ||
| 9 | ISHARES RUSSELL 3000 ETF | 21,714 | 2,439,000 | 0.86% | ||
| 10 | VANGUARD INDEX FDS | 14,063 | 1,597,000 | 0.56% | ||
| 11 | VANGUARD TAX-MANAGED FDS | 27,093 | 1,110,000 | 0.39% | ||
| 12 | SPDR DOW JONES REIT ETF | 10,649 | 831,000 | 0.29% | ||
| 13 | ISHARES TR | 11,968 | 804,000 | 0.28% | ||
| 14 | VANGUARD INDEX FDS | 6,101 | 614,000 | 0.22% | ||
| 15 | ISHARES TR | 10,360 | 425,000 | 0.15% | ||
| 16 | VANGUARD SPECIALIZED FUNDS | 5,529 | 416,000 | 0.15% | ||
| 17 | VANGUARD WORLD FD | 3,873 | 354,000 | 0.12% | ||
| 18 | VANGUARD INDEX FDS | 2,993 | 338,000 | 0.12% | ||
| 19 | EXXON MOBIL CORP | 3,111 | 304,000 | 0.11% | ||
| 20 | ISHARES TR | 2,328 | 294,000 | 0.10% | ||
| 21 | VANGUARD WORLD FD | 4,391 | 280,000 | 0.10% | ||
| 22 | CHEVRON CORP NEW | 2,100 | 250,000 | 0.09% | ||
| 23 | BERKSHIRE HATHAWAY INC DE CL B NEW | 1,992 | 249,000 | 0.09% | ||
| 24 | VANGUARD INDEX FDS | 1,265 | 217,000 | 0.08% | ||
| 25 | VANGUARD INTL EQUITY INDEX F | 3,344 | 168,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001427372-14-000004, filed 2014.04.10).
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.
