| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 1,017 | 240,000 | 0.08% | ||
| 2 | ISHARES TR | 5,150 | 321,000 | 0.10% | ||
| 3 | ISHARES TR | 3,992 | 435,000 | 0.14% | ||
| 4 | ISHARES TR | 190,714 | 13,884,000 | 4.49% | ||
| 5 | VANGUARD STAR FDS | 458,547 | 22,781,000 | 7.36% | ||
| 6 | VANGUARD INDEX FDS | 305,333 | 25,217,000 | 8.15% | ||
| 7 | ISHARES TR | 282,224 | 34,728,000 | 11.23% | ||
| 8 | ISHARES RUSSELL 3000 ETF | 316,744 | 44,312,000 | 14.32% | ||
| 9 | VANGUARD INDEX FDS | 554,177 | 67,233,000 | 21.73% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 2,095,314 | 100,219,000 | 32.39% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-001147, filed 2017.05.09).
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.
