| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 2,240,617 | 100,648,000 | 24.29% | ||
| 2 | ISHARES TR | 1,746,545 | 97,911,000 | 23.63% | ||
| 3 | SPDR S&P 500 ETF TR | 410,697 | 84,407,000 | 20.37% | ||
| 4 | VANGUARD INDEX FDS | 119,413 | 22,517,000 | 5.43% | ||
| 5 | VANGUARD INDEX FDS | 183,955 | 19,282,000 | 4.65% | ||
| 6 | VANGUARD TAX-MANAGED FDS | 487,663 | 17,498,000 | 4.22% | ||
| 7 | ISHARES TR | 240,307 | 13,736,000 | 3.31% | ||
| 8 | ISHARES TR | 291,581 | 9,986,000 | 2.41% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 202,326 | 6,996,000 | 1.69% | ||
| 10 | ISHARES TR | 29,942 | 6,188,000 | 1.49% | ||
| 11 | ABBVIE INC | 101,018 | 5,770,000 | 1.39% | ||
| 12 | WISDOMTREE TR | 121,500 | 5,311,000 | 1.28% | ||
| 13 | Abbott Labs Common | 100,429 | 4,201,000 | 1.01% | ||
| 14 | CONAGRA BRANDS | 83,134 | 3,709,000 | 0.90% | ||
| 15 | ISHARES TR | 25,722 | 2,567,000 | 0.62% | ||
| 16 | ISHARES TR | 24,558 | 2,427,000 | 0.59% | ||
| 17 | ISHARES | 98,100 | 2,326,000 | 0.56% | ||
| 18 | SPDR INDEX SHS FDS | 43,675 | 2,204,000 | 0.53% | ||
| 19 | VANGUARD INTL EQUITY INDEX F | 20,000 | 970,000 | 0.23% | ||
| 20 | JOHNSON & JOHNSON | 6,524 | 706,000 | 0.17% | ||
| 21 | EATON CORP PLC | 8,442 | 528,000 | 0.13% | ||
| 22 | JPMORGAN CHASE & CO | 16,100 | 436,000 | 0.11% | ||
| 23 | ISHARES TR | 3,675 | 426,000 | 0.10% | ||
| 24 | VANGUARD SPECIALIZED FUNDS | 4,450 | 362,000 | 0.09% | ||
| 25 | ISHARES TR | 5,080 | 360,000 | 0.09% | ||
| 26 | ISHARES TR | 3,174 | 357,000 | 0.09% | ||
| 27 | ISHARES TR | 3,230 | 298,000 | 0.07% | ||
| 28 | GLOBAL X FDS | 28,383 | 284,000 | 0.07% | ||
| 29 | BERKSHIRE HATHAWAY INC DE CL B NEW | 2,000 | 284,000 | 0.07% | ||
| 30 | ISHARES RUSSELL 2000 GROWTH ETF | 2,035 | 270,000 | 0.07% | ||
| 31 | ISHARES RUSSELL 2000 VALUE ETF | 2,761 | 257,000 | 0.06% | ||
| 32 | ISHARES TR | 6,295 | 246,000 | 0.06% | ||
| 33 | Janus Velocity Tail Risk Hdgd Lg Cp ETF | 8,565 | 233,000 | 0.06% | ||
| 34 | iShares MSCI Japan ETF | 20,000 | 228,000 | 0.06% | ||
| 35 | CUSTOMERS BANCORP INC | 8,000 | 219,000 | 0.05% | ||
| 36 | ISHARES TR | 1,335 | 217,000 | 0.05% | ||
| 37 | Laramide Resources Ltd. | 20,000 | 4,000 | 0.00% | ||
| 38 | ADELPHIA COMMUNICATIONS CL ESC | 50,000 | 0 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001482688-16-000016, filed 2016.04.12).
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.
