| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,304,195 | 139,767,000 | 41.57% | ||
| 2 | VANGUARD INDEX FDS | 822,476 | 69,200,000 | 20.58% | ||
| 3 | ISHARES TR | 217,373 | 24,569,000 | 7.31% | ||
| 4 | ISHARES GOLD TRUST ISHARES ETF | 1,666,990 | 19,023,000 | 5.66% | ||
| 5 | SPDR INDEX SHS FDS | 355,854 | 15,358,000 | 4.57% | ||
| 6 | VANGUARD SPECIALIZED FUNDS | 166,504 | 13,396,000 | 3.98% | ||
| 7 | PROCTER AND GAMBLE CO | 146,651 | 12,014,000 | 3.57% | ||
| 8 | VANGUARD INDEX FDS | 119,080 | 11,334,000 | 3.37% | ||
| 9 | VANGUARD INDEX FDS | 38,620 | 5,123,000 | 1.52% | ||
| 10 | ISHARES TR | 47,942 | 3,698,000 | 1.10% | ||
| 11 | VANGUARD TAX-MANAGED FDS | 72,753 | 2,892,000 | 0.86% | ||
| 12 | VANGUARD INDEX FDS | 13,454 | 2,544,000 | 0.76% | ||
| 13 | ISHARES RUSSELL 3000 ETF | 20,264 | 2,509,000 | 0.75% | ||
| 14 | VANGUARD INDEX FDS | 19,009 | 2,075,000 | 0.62% | ||
| 15 | ALPS ETF TR | 106,300 | 1,759,000 | 0.52% | ||
| 16 | VANGUARD INTL EQUITY INDEX F | 37,994 | 1,547,000 | 0.46% | ||
| 17 | VANGUARD INTL EQUITY INDEX F | 15,103 | 1,497,000 | 0.45% | ||
| 18 | VANGUARD WORLD FD | 14,366 | 1,009,000 | 0.30% | ||
| 19 | SPDR DOW JONES REIT ETF | 9,449 | 892,000 | 0.27% | ||
| 20 | VANGUARD INDEX FDS | 10,340 | 865,000 | 0.26% | ||
| 21 | ISHARES TR | 11,893 | 760,000 | 0.23% | ||
| 22 | VANGUARD INDEX FDS | 6,190 | 756,000 | 0.22% | ||
| 23 | BERKSHIRE HATHAWAY INC DEL | 4,392 | 633,000 | 0.19% | ||
| 24 | POWERSHARES N/C 6/4/18 46138E354 | 10,974 | 414,000 | 0.12% | ||
| 25 | ISHARES TR | 9,525 | 381,000 | 0.11% | ||
| 26 | APPLE INC | 2,575 | 319,000 | 0.09% | ||
| 27 | SPDR S&P 500 ETF TR | 1,325 | 272,000 | 0.08% | ||
| 28 | EXXON MOBIL CORP | 2,850 | 240,000 | 0.07% | ||
| 29 | F N B CORP COM | 18,198 | 239,000 | 0.07% | ||
| 30 | VANGUARD WORLD FD | 2,132 | 231,000 | 0.07% | ||
| 31 | VANGUARD INTL EQUITY INDEX F | 4,153 | 230,000 | 0.07% | ||
| 32 | CHEVRON CORP NEW | 2,100 | 219,000 | 0.07% | ||
| 33 | BERKSHIRE HATHAWAY INC DEL | 1 | 217,000 | 0.06% | ||
| 34 | 3M CO | 1,240 | 203,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001427372-15-000004, filed 2015.04.13).
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.
