| # | % | |||||
|---|---|---|---|---|---|---|
| 351 | ISHARES TR | 144,041 | 15,774,000 | 2.89% | ||
| 352 | VANGUARD TAX-MANAGED FDS | 397,559 | 16,918,000 | 3.10% | ||
| 353 | VANGUARD INDEX FDS | 223,782 | 22,104,000 | 4.04% | ||
| 354 | VANGUARD INDEX FDS | 332,019 | 26,915,000 | 4.92% | ||
| 355 | VANGUARD BD INDEX FDS | 459,020 | 36,853,000 | 6.74% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-001373, filed 2014.07.22).
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.