| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 955,278 | 110,162,000 | 37.49% | ||
| 2 | VANGUARD INDEX FDS | 845,782 | 69,802,000 | 23.75% | ||
| 3 | ISHARES TR | 222,319 | 25,159,000 | 8.56% | ||
| 4 | PROCTER AND GAMBLE CO | 154,136 | 12,959,000 | 4.41% | ||
| 5 | VANGUARD SPECIALIZED FUNDS | 148,045 | 12,610,000 | 4.29% | ||
| 6 | VANGUARD INDEX FDS | 110,328 | 11,294,000 | 3.84% | ||
| 7 | ISHARES GOLD TRUST ISHARES ETF | 948,798 | 10,512,000 | 3.58% | ||
| 8 | SPDR INDEX SHS FDS | 273,354 | 9,862,000 | 3.36% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 195,342 | 9,683,000 | 3.30% | ||
| 10 | VANGUARD INDEX FDS | 35,890 | 4,724,000 | 1.61% | ||
| 11 | ISHARES TR | 30,826 | 2,539,000 | 0.86% | ||
| 12 | ISHARES RUSSELL 3000 ETF | 18,944 | 2,519,000 | 0.86% | ||
| 13 | VANGUARD INDEX FDS | 19,009 | 2,300,000 | 0.78% | ||
| 14 | VANGUARD INDEX FDS | 4,909 | 1,007,000 | 0.34% | ||
| 15 | SPDR DOW JONES REIT ETF | 9,449 | 882,000 | 0.30% | ||
| 16 | VANGUARD INDEX FDS | 6,105 | 787,000 | 0.27% | ||
| 17 | VANGUARD WORLD FD | 9,975 | 761,000 | 0.26% | ||
| 18 | SPDR S&P 500 ETF TR | 3,095 | 691,000 | 0.24% | ||
| 19 | ISHARES TR | 11,613 | 670,000 | 0.23% | ||
| 20 | SPDR GOLD TR | 4,441 | 486,000 | 0.17% | ||
| 21 | VANGUARD TAX-MANAGED FDS | 12,744 | 465,000 | 0.16% | ||
| 22 | POWERSHARES N/C 6/4/18 46138E354 | 10,974 | 456,000 | 0.16% | ||
| 23 | BERKSHIRE HATHAWAY INC DEL | 2,526 | 411,000 | 0.14% | ||
| 24 | EXXON MOBIL CORP | 4,346 | 392,000 | 0.13% | ||
| 25 | ISHARES TR | 1,334 | 300,000 | 0.10% | ||
| 26 | ISHARES TR | 2,130 | 292,000 | 0.10% | ||
| 27 | CHEVRON CORP NEW | 2,473 | 291,000 | 0.10% | ||
| 28 | ISHARES TR | 8,335 | 291,000 | 0.10% | ||
| 29 | F N B CORP COM | 18,198 | 291,000 | 0.10% | ||
| 30 | APPLE INC | 2,443 | 282,000 | 0.10% | ||
| 31 | ISHARES TR | 1,565 | 258,000 | 0.09% | ||
| 32 | BERKSHIRE HATHAWAY INC DEL | 1 | 244,000 | 0.08% | ||
| 33 | COCA COLA CO | 5,835 | 241,000 | 0.08% | ||
| 34 | 3M CO | 1,240 | 221,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001427372-17-000002, filed 2017.01.13).
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.
