| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,269,974 | 125,262,000 | 40.86% | ||
| 2 | VANGUARD INDEX FDS | 864,469 | 65,156,000 | 21.26% | ||
| 3 | ISHARES TR | 221,031 | 24,336,000 | 7.94% | ||
| 4 | ISHARES GOLD TRUST ISHARES ETF | 1,639,478 | 17,607,000 | 5.74% | ||
| 5 | SPDR INDEX SHS FDS | 332,960 | 13,050,000 | 4.26% | ||
| 6 | PROCTER AND GAMBLE CO | 175,308 | 12,609,000 | 4.11% | ||
| 7 | VANGUARD SPECIALIZED FUNDS | 166,504 | 12,276,000 | 4.00% | ||
| 8 | VANGUARD INDEX FDS | 118,565 | 10,438,000 | 3.41% | ||
| 9 | VANGUARD INDEX FDS | 36,960 | 4,309,000 | 1.41% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 63,508 | 3,236,000 | 1.06% | ||
| 11 | ISHARES TR | 41,909 | 2,970,000 | 0.97% | ||
| 12 | ISHARES RUSSELL 3000 ETF | 20,264 | 2,307,000 | 0.75% | ||
| 13 | VANGUARD INDEX FDS | 19,009 | 1,837,000 | 0.60% | ||
| 14 | VANGUARD INDEX FDS | 9,769 | 1,716,000 | 0.56% | ||
| 15 | ALPS ETF TR | 106,300 | 1,323,000 | 0.43% | ||
| 16 | VANGUARD INTL EQUITY INDEX F | 10,574 | 957,000 | 0.31% | ||
| 17 | SPDR DOW JONES REIT ETF | 9,449 | 814,000 | 0.27% | ||
| 18 | VANGUARD INDEX FDS | 10,340 | 793,000 | 0.26% | ||
| 19 | VANGUARD TAX-MANAGED FDS | 19,220 | 680,000 | 0.22% | ||
| 20 | ISHARES TR | 11,681 | 667,000 | 0.22% | ||
| 21 | VANGUARD INDEX FDS | 6,190 | 666,000 | 0.22% | ||
| 22 | VANGUARD WORLD FD | 9,975 | 651,000 | 0.21% | ||
| 23 | BERKSHIRE HATHAWAY INC DEL | 4,878 | 633,000 | 0.21% | ||
| 24 | SPDR GOLD TR | 4,061 | 431,000 | 0.14% | ||
| 25 | POWERSHARES N/C 6/4/18 46138E354 | 10,974 | 393,000 | 0.13% | ||
| 26 | SPDR S&P 500 ETF TR | 1,955 | 373,000 | 0.12% | ||
| 27 | ISHARES TR | 9,525 | 311,000 | 0.10% | ||
| 28 | APPLE INC | 2,346 | 255,000 | 0.08% | ||
| 29 | EXXON MOBIL CORP | 3,215 | 237,000 | 0.08% | ||
| 30 | F N B CORP COM | 18,198 | 235,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001427372-15-000008, filed 2015.10.30).
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.
