| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,302,694 | 139,307,000 | 42.37% | ||
| 2 | VANGUARD INDEX FDS | 844,506 | 62,943,000 | 19.14% | ||
| 3 | ISHARES TR | 220,929 | 24,627,000 | 7.49% | ||
| 4 | ISHARES GOLD TRUST ISHARES ETF | 1,664,899 | 18,814,000 | 5.72% | ||
| 5 | SPDR INDEX SHS FDS | 350,787 | 14,628,000 | 4.45% | ||
| 6 | PROCTER AND GAMBLE CO | 180,005 | 14,081,000 | 4.28% | ||
| 7 | VANGUARD SPECIALIZED FUNDS | 166,504 | 13,080,000 | 3.98% | ||
| 8 | VANGUARD INDEX FDS | 118,565 | 11,240,000 | 3.42% | ||
| 9 | VANGUARD INDEX FDS | 38,620 | 4,919,000 | 1.50% | ||
| 10 | ISHARES TR | 42,909 | 3,262,000 | 0.99% | ||
| 11 | VANGUARD TAX-MANAGED FDS | 72,620 | 2,875,000 | 0.87% | ||
| 12 | ISHARES RUSSELL 3000 ETF | 20,264 | 2,511,000 | 0.76% | ||
| 13 | VANGUARD INDEX FDS | 19,009 | 2,046,000 | 0.62% | ||
| 14 | VANGUARD INDEX FDS | 9,769 | 1,844,000 | 0.56% | ||
| 15 | ALPS ETF TR | 106,300 | 1,652,000 | 0.50% | ||
| 16 | VANGUARD INTL EQUITY INDEX F | 37,994 | 1,547,000 | 0.47% | ||
| 17 | VANGUARD INTL EQUITY INDEX F | 15,103 | 1,538,000 | 0.47% | ||
| 18 | VANGUARD INDEX FDS | 10,340 | 861,000 | 0.26% | ||
| 19 | SPDR DOW JONES REIT ETF | 9,449 | 796,000 | 0.24% | ||
| 20 | ISHARES TR | 11,981 | 757,000 | 0.23% | ||
| 21 | VANGUARD INDEX FDS | 6,190 | 751,000 | 0.23% | ||
| 22 | VANGUARD WORLD FD | 9,975 | 701,000 | 0.21% | ||
| 23 | VANGUARD INTL EQUITY INDEX F | 11,678 | 644,000 | 0.20% | ||
| 24 | BERKSHIRE HATHAWAY INC DEL | 4,687 | 637,000 | 0.19% | ||
| 25 | POWERSHARES N/C 6/4/18 46138E354 | 10,974 | 400,000 | 0.12% | ||
| 26 | ISHARES TR | 9,735 | 384,000 | 0.12% | ||
| 27 | APPLE INC | 2,917 | 361,000 | 0.11% | ||
| 28 | SPDR S&P 500 ETF TR | 1,325 | 272,000 | 0.08% | ||
| 29 | F N B CORP COM | 18,198 | 260,000 | 0.08% | ||
| 30 | EXXON MOBIL CORP | 2,929 | 241,000 | 0.07% | ||
| 31 | VANGUARD WORLD FD | 2,132 | 227,000 | 0.07% | ||
| 32 | CHEVRON CORP NEW | 2,168 | 207,000 | 0.06% | ||
| 33 | BERKSHIRE HATHAWAY INC DEL | 1 | 204,000 | 0.06% | ||
| 34 | 3M CO | 1,315 | 202,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001427372-15-000006, filed 2015.07.14).
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.
