| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 2,144,379 | 229,985,000 | 35.97% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 3,481,563 | 138,671,000 | 21.69% | ||
| 3 | VANGUARD INDEX FDS | 758,844 | 81,970,000 | 12.82% | ||
| 4 | VANGUARD INDEX FDS | 747,887 | 63,054,000 | 9.86% | ||
| 5 | VANGUARD INDEX FDS | 447,007 | 46,761,000 | 7.31% | ||
| 6 | VANGUARD BD INDEX FDS | 339,499 | 27,336,000 | 4.28% | ||
| 7 | PROCTER AND GAMBLE CO | 309,930 | 25,396,000 | 3.97% | ||
| 8 | FACEBOOK INC | 65,336 | 5,372,000 | 0.84% | ||
| 9 | ISHARES TR | 21,243 | 4,415,000 | 0.69% | ||
| 10 | APPLE INC | 31,773 | 3,949,000 | 0.62% | ||
| 11 | EXXON MOBIL CORP | 26,924 | 2,289,000 | 0.36% | ||
| 12 | ISHARES RUSSELL 3000 ETF | 14,349 | 1,777,000 | 0.28% | ||
| 13 | ISHARES TR | 14,593 | 1,429,000 | 0.22% | ||
| 14 | GENERAL ELECTRIC CO | 35,158 | 872,000 | 0.14% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 14,835 | 835,000 | 0.13% | ||
| 16 | ISHARES TR | 12,636 | 811,000 | 0.13% | ||
| 17 | ISHARES TR | 10,166 | 765,000 | 0.12% | ||
| 18 | SPDR S&P 500 ETF TR | 2,618 | 540,000 | 0.08% | ||
| 19 | ISHARES TR | 4,651 | 530,000 | 0.08% | ||
| 20 | COCA COLA CO | 10,583 | 429,000 | 0.07% | ||
| 21 | ISHARES TR | 4,031 | 399,000 | 0.06% | ||
| 22 | ISHARES TR | 3,449 | 355,000 | 0.06% | ||
| 23 | ISHARES RUSSELL 2000 VALUE ETF | 3,166 | 327,000 | 0.05% | ||
| 24 | VANGUARD BD INDEX FDS | 3,553 | 306,000 | 0.05% | ||
| 25 | VANGUARD INTL EQUITY INDEX F | 6,067 | 296,000 | 0.05% | ||
| 26 | POWERSHARES N/C 6/4/18 46137V613 | 2,825 | 258,000 | 0.04% | ||
| 27 | VANGUARD INDEX FDS | 2,319 | 254,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001095, filed 2015.05.11).
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.
