| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 378,261 | 40,550,000 | 22.49% | ||
| 2 | VANGUARD INDEX FDS | 370,055 | 31,451,000 | 17.45% | ||
| 3 | ISHARES MSCI ACWI EX US IDX FD | 716,298 | 27,907,000 | 15.48% | ||
| 4 | Schwab Fundamental US Large Company ETF | 790,259 | 23,953,000 | 13.29% | ||
| 5 | SPDR S&P 500 ETF TR | 89,819 | 18,815,000 | 10.44% | ||
| 6 | CATCHMARK TIMBER TR INC | 1,178,478 | 14,401,000 | 7.99% | ||
| 7 | ISHARES TR | 70,601 | 7,951,000 | 4.41% | ||
| 8 | UBS AG JERSEY BRH | 225,969 | 6,388,000 | 3.54% | ||
| 9 | ISHARES TR | 92,980 | 5,190,000 | 2.88% | ||
| 10 | ISHARES TR | 6,962 | 812,000 | 0.45% | ||
| 11 | VANGUARD ADMIRAL FDS INC | 6,580 | 692,000 | 0.38% | ||
| 12 | ISHARES TR | 2,514 | 529,000 | 0.29% | ||
| 13 | ISHARES TR | 2,810 | 473,000 | 0.26% | ||
| 14 | ISHARES TR | 4,167 | 387,000 | 0.21% | ||
| 15 | ISHARES TR | 2,730 | 314,000 | 0.17% | ||
| 16 | DBX ETF TR | 11,350 | 248,000 | 0.14% | ||
| 17 | ISHARES TR | 2,000 | 206,000 | 0.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001469528-16-000019, filed 2016.08.08).
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.
