| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,434,426 | 145,221,000 | 45.83% | ||
| 2 | VANGUARD INDEX FDS | 913,633 | 65,644,000 | 20.72% | ||
| 3 | ISHARES TR | 201,622 | 22,595,000 | 7.13% | ||
| 4 | ISHARES GOLD TRUST ISHARES ETF | 1,587,841 | 18,577,000 | 5.86% | ||
| 5 | SPDR INDEX SHS FDS | 393,478 | 16,293,000 | 5.14% | ||
| 6 | PROCTER AND GAMBLE CO | 166,114 | 13,910,000 | 4.39% | ||
| 7 | VANGUARD INDEX FDS | 121,246 | 10,967,000 | 3.46% | ||
| 8 | ISHARES TR | 48,854 | 3,584,000 | 1.13% | ||
| 9 | VANGUARD SPECIALIZED FUNDS | 40,446 | 3,112,000 | 0.98% | ||
| 10 | ISHARES RUSSELL 3000 ETF | 21,714 | 2,535,000 | 0.80% | ||
| 11 | VANGUARD INDEX FDS | 14,063 | 1,649,000 | 0.52% | ||
| 12 | VANGUARD INDEX FDS | 7,863 | 1,419,000 | 0.45% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 11,138 | 1,137,000 | 0.36% | ||
| 14 | VANGUARD INTL EQUITY INDEX F | 25,300 | 1,055,000 | 0.33% | ||
| 15 | VANGUARD INDEX FDS | 8,841 | 881,000 | 0.28% | ||
| 16 | ISHARES TR | 11,893 | 762,000 | 0.24% | ||
| 17 | SPDR DOW JONES REIT ETF | 9,449 | 754,000 | 0.24% | ||
| 18 | VANGUARD INDEX FDS | 6,190 | 684,000 | 0.22% | ||
| 19 | BERKSHIRE HATHAWAY INC DEL | 4,392 | 606,000 | 0.19% | ||
| 20 | VANGUARD WORLD FD | 5,901 | 590,000 | 0.19% | ||
| 21 | VANGUARD TAX-MANAGED FDS | 14,407 | 572,000 | 0.18% | ||
| 22 | ISHARES TR | 9,525 | 395,000 | 0.12% | ||
| 23 | SCHWAB U.S. BROAD MARKET ETF | 7,758 | 368,000 | 0.12% | ||
| 24 | VANGUARD SCOTTSDALE FDS | 4,101 | 351,000 | 0.11% | ||
| 25 | ALPS ETF TR | 16,970 | 325,000 | 0.10% | ||
| 26 | ISHARES TR | 2,328 | 303,000 | 0.10% | ||
| 27 | VANGUARD INTL EQUITY INDEX F | 5,548 | 302,000 | 0.10% | ||
| 28 | VANGUARD WORLD FD | 4,391 | 296,000 | 0.09% | ||
| 29 | POWERSHARES N/C 6/4/18 46138E354 | 8,306 | 290,000 | 0.09% | ||
| 30 | EXXON MOBIL CORP | 3,071 | 288,000 | 0.09% | ||
| 31 | VANGUARD WORLD FD | 2,132 | 279,000 | 0.09% | ||
| 32 | CHEVRON CORP NEW | 2,100 | 250,000 | 0.08% | ||
| 33 | F N B CORP COM | 18,198 | 218,000 | 0.07% | ||
| 34 | VANGUARD SCOTTSDALE FDS | 2,680 | 214,000 | 0.07% | ||
| 35 | APPLE INC | 2,100 | 211,000 | 0.07% | ||
| 36 | BERKSHIRE HATHAWAY INC DEL | 1 | 206,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001427372-14-000008, filed 2014.10.29).
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.
