| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ABBVIE INC | 100,585 | 6,299,000 | 1.37% | ||
| 52 | ISHARES TR | 30,033 | 6,757,000 | 1.47% | ||
| 53 | VANGUARD INTL EQUITY INDEX F | 211,172 | 7,556,000 | 1.65% | ||
| 54 | ISHARES TR | 148,307 | 8,562,000 | 1.86% | ||
| 55 | VANGUARD TAX-MANAGED FDS | 520,227 | 19,009,000 | 4.14% | ||
| 56 | VANGUARD INDEX FDS | 139,237 | 28,587,000 | 6.22% | ||
| 57 | VANGUARD INDEX FDS | 313,225 | 36,121,000 | 7.86% | ||
| 58 | SPDR S&P 500 ETF TR | 397,696 | 88,897,000 | 19.36% | ||
| 59 | ISHARES TR | 1,806,442 | 106,887,000 | 23.27% | ||
| 60 | VANGUARD STAR FDS | 2,713,424 | 124,492,000 | 27.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001482688-17-000004, filed 2017.01.20).
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.
