| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 991,959 | 106,187,000 | 37.44% | ||
| 2 | VANGUARD INDEX FDS | 814,078 | 72,041,000 | 25.40% | ||
| 3 | ISHARES TR | 213,596 | 24,811,000 | 8.75% | ||
| 4 | PROCTER AND GAMBLE CO | 175,970 | 14,896,000 | 5.25% | ||
| 5 | VANGUARD SPECIALIZED FUNDS | 148,045 | 12,321,000 | 4.34% | ||
| 6 | SPDR INDEX SHS FDS | 284,071 | 11,729,000 | 4.14% | ||
| 7 | VANGUARD INDEX FDS | 110,528 | 10,592,000 | 3.73% | ||
| 8 | ISHARES GOLD TRUST ISHARES ETF | 824,872 | 10,464,000 | 3.69% | ||
| 9 | VANGUARD INDEX FDS | 35,890 | 4,435,000 | 1.56% | ||
| 10 | ISHARES TR | 34,149 | 2,639,000 | 0.93% | ||
| 11 | ISHARES RUSSELL 3000 ETF | 19,594 | 2,429,000 | 0.86% | ||
| 12 | VANGUARD INDEX FDS | 19,009 | 1,997,000 | 0.70% | ||
| 13 | ISHARES TR | 19,831 | 1,104,000 | 0.39% | ||
| 14 | VANGUARD INDEX FDS | 5,229 | 1,004,000 | 0.35% | ||
| 15 | SPDR DOW JONES REIT ETF | 9,449 | 938,000 | 0.33% | ||
| 16 | VANGUARD INDEX FDS | 6,190 | 714,000 | 0.25% | ||
| 17 | VANGUARD WORLD FD | 9,975 | 713,000 | 0.25% | ||
| 18 | SPDR GOLD TR | 4,441 | 559,000 | 0.20% | ||
| 19 | POWERSHARES N/C 6/4/18 46138E354 | 10,974 | 468,000 | 0.17% | ||
| 20 | VANGUARD TAX-MANAGED FDS | 12,954 | 454,000 | 0.16% | ||
| 21 | SPDR S&P 500 ETF TR | 1,955 | 408,000 | 0.14% | ||
| 22 | ISHARES TR | 10,925 | 374,000 | 0.13% | ||
| 23 | EXXON MOBIL CORP | 3,930 | 367,000 | 0.13% | ||
| 24 | BERKSHIRE HATHAWAY INC DEL | 2,526 | 363,000 | 0.13% | ||
| 25 | VANGUARD INTL EQUITY INDEX F | 5,165 | 279,000 | 0.10% | ||
| 26 | CHEVRON CORP NEW | 2,473 | 256,000 | 0.09% | ||
| 27 | F N B CORP COM | 18,198 | 228,000 | 0.08% | ||
| 28 | APPLE INC | 2,338 | 221,000 | 0.08% | ||
| 29 | 3M CO | 1,240 | 216,000 | 0.08% | ||
| 30 | BERKSHIRE HATHAWAY INC DEL | 1 | 216,000 | 0.08% | ||
| 31 | COCA COLA CO | 4,560 | 206,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001427372-16-000016, filed 2016.07.11).
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.
