| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,033,109 | 107,641,000 | 38.40% | ||
| 2 | VANGUARD INDEX FDS | 819,133 | 65,165,000 | 23.25% | ||
| 3 | ISHARES TR | 214,479 | 23,400,000 | 8.35% | ||
| 4 | PROCTER AND GAMBLE CO | 176,514 | 14,013,000 | 5.00% | ||
| 5 | SPDR INDEX SHS FDS | 312,397 | 12,173,000 | 4.34% | ||
| 6 | VANGUARD SPECIALIZED FUNDS | 154,729 | 12,029,000 | 4.29% | ||
| 7 | VANGUARD INDEX FDS | 118,565 | 11,084,000 | 3.95% | ||
| 8 | ISHARES GOLD TRUST ISHARES ETF | 1,042,993 | 10,614,000 | 3.79% | ||
| 9 | VANGUARD INDEX FDS | 36,960 | 4,437,000 | 1.58% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 61,703 | 3,151,000 | 1.12% | ||
| 11 | ISHARES TR | 34,207 | 2,587,000 | 0.92% | ||
| 12 | ISHARES RUSSELL 3000 ETF | 19,764 | 2,377,000 | 0.85% | ||
| 13 | VANGUARD INDEX FDS | 19,009 | 1,873,000 | 0.67% | ||
| 14 | VANGUARD INDEX FDS | 9,769 | 1,825,000 | 0.65% | ||
| 15 | SPDR DOW JONES REIT ETF | 9,449 | 864,000 | 0.31% | ||
| 16 | VANGUARD INDEX FDS | 10,340 | 842,000 | 0.30% | ||
| 17 | ISHARES TR | 11,893 | 697,000 | 0.25% | ||
| 18 | VANGUARD WORLD FD | 9,975 | 695,000 | 0.25% | ||
| 19 | VANGUARD INDEX FDS | 6,190 | 683,000 | 0.24% | ||
| 20 | VANGUARD TAX-MANAGED FDS | 17,214 | 627,000 | 0.22% | ||
| 21 | VANGUARD INTL EQUITY INDEX F | 5,940 | 551,000 | 0.20% | ||
| 22 | SPDR GOLD TR | 5,094 | 513,000 | 0.18% | ||
| 23 | POWERSHARES N/C 6/4/18 46138E354 | 10,974 | 423,000 | 0.15% | ||
| 24 | SPDR S&P 500 ETF TR | 1,955 | 397,000 | 0.14% | ||
| 25 | BERKSHIRE HATHAWAY INC DEL | 2,526 | 330,000 | 0.12% | ||
| 26 | ISHARES TR | 9,525 | 306,000 | 0.11% | ||
| 27 | EXXON MOBIL CORP | 3,930 | 303,000 | 0.11% | ||
| 28 | APPLE INC | 2,638 | 274,000 | 0.10% | ||
| 29 | F N B CORP COM | 18,198 | 242,000 | 0.09% | ||
| 30 | CHEVRON CORP NEW | 2,473 | 218,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001427372-16-000012, filed 2016.01.27).
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.
