| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 2,101,099 | 213,829,000 | 37.60% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 2,964,450 | 126,256,000 | 22.20% | ||
| 3 | VANGUARD INDEX FDS | 760,522 | 73,292,000 | 12.89% | ||
| 4 | VANGUARD INDEX FDS | 769,685 | 57,603,000 | 10.13% | ||
| 5 | VANGUARD INDEX FDS | 454,159 | 44,916,000 | 7.90% | ||
| 6 | PROCTER AND GAMBLE CO | 336,676 | 26,459,000 | 4.65% | ||
| 7 | VANGUARD BD INDEX FDS | 142,596 | 11,456,000 | 2.01% | ||
| 8 | FACEBOOK INC | 90,078 | 6,061,000 | 1.07% | ||
| 9 | ISHARES TR | 12,273 | 2,418,000 | 0.43% | ||
| 10 | ISHARES RUSSELL 3000 ETF | 15,954 | 1,878,000 | 0.33% | ||
| 11 | GENERAL ELECTRIC CO | 36,567 | 961,000 | 0.17% | ||
| 12 | EXXON MOBIL CORP | 8,474 | 853,000 | 0.15% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 13,922 | 808,000 | 0.14% | ||
| 14 | ISHARES TR | 8,363 | 749,000 | 0.13% | ||
| 15 | ISHARES TR | 10,090 | 690,000 | 0.12% | ||
| 16 | ISHARES TR | 5,686 | 413,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-001537, filed 2014.08.07).
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.
