| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 980,598 | 109,048,000 | 38.38% | ||
| 2 | VANGUARD INDEX FDS | 803,877 | 69,583,000 | 24.49% | ||
| 3 | ISHARES TR | 211,094 | 24,466,000 | 8.61% | ||
| 4 | PROCTER AND GAMBLE CO | 154,326 | 13,848,000 | 4.87% | ||
| 5 | VANGUARD SPECIALIZED FUNDS | 148,045 | 12,423,000 | 4.37% | ||
| 6 | SPDR INDEX SHS FDS | 281,165 | 11,684,000 | 4.11% | ||
| 7 | VANGUARD INDEX FDS | 110,528 | 10,957,000 | 3.86% | ||
| 8 | ISHARES GOLD TRUST ISHARES ETF | 821,233 | 10,364,000 | 3.65% | ||
| 9 | VANGUARD INDEX FDS | 35,890 | 4,643,000 | 1.63% | ||
| 10 | ISHARES RUSSELL 3000 ETF | 19,594 | 2,510,000 | 0.88% | ||
| 11 | ISHARES TR | 30,826 | 2,478,000 | 0.87% | ||
| 12 | VANGUARD INDEX FDS | 19,009 | 2,100,000 | 0.74% | ||
| 13 | ISHARES TR | 19,831 | 1,170,000 | 0.41% | ||
| 14 | VANGUARD INDEX FDS | 4,909 | 974,000 | 0.34% | ||
| 15 | SPDR DOW JONES REIT ETF | 9,449 | 918,000 | 0.32% | ||
| 16 | VANGUARD INDEX FDS | 6,190 | 754,000 | 0.27% | ||
| 17 | VANGUARD WORLD FD | 9,975 | 735,000 | 0.26% | ||
| 18 | SPDR S&P 500 ETF TR | 3,095 | 668,000 | 0.24% | ||
| 19 | SPDR GOLD TR | 4,441 | 555,000 | 0.20% | ||
| 20 | VANGUARD TAX-MANAGED FDS | 12,954 | 480,000 | 0.17% | ||
| 21 | POWERSHARES N/C 6/4/18 46138E354 | 10,974 | 454,000 | 0.16% | ||
| 22 | EXXON MOBIL CORP | 4,540 | 393,000 | 0.14% | ||
| 23 | ISHARES TR | 9,775 | 364,000 | 0.13% | ||
| 24 | BERKSHIRE HATHAWAY INC DEL | 2,526 | 362,000 | 0.13% | ||
| 25 | VANGUARD INTL EQUITY INDEX F | 5,282 | 296,000 | 0.10% | ||
| 26 | ISHARES TR | 2,130 | 264,000 | 0.09% | ||
| 27 | APPLE INC | 2,338 | 262,000 | 0.09% | ||
| 28 | CHEVRON CORP NEW | 2,473 | 251,000 | 0.09% | ||
| 29 | COCA COLA CO | 5,835 | 245,000 | 0.09% | ||
| 30 | ISHARES TR | 1,565 | 242,000 | 0.09% | ||
| 31 | F N B CORP COM | 18,198 | 223,000 | 0.08% | ||
| 32 | 3M CO | 1,240 | 218,000 | 0.08% | ||
| 33 | BERKSHIRE HATHAWAY INC DEL | 1 | 216,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001427372-16-000018, filed 2016.10.12).
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.
