| # | % | |||||
|---|---|---|---|---|---|---|
| 251 | SPDR S&P 500 ETF TR | 59,900 | 12,331,000 | 1.21% | Put | |
| 252 | SCHWAB U.S. BROAD MARKET ETF | 246,113 | 12,362,000 | 1.21% | ||
| 253 | ISHARES TR | 213,131 | 15,680,000 | 1.53% | ||
| 254 | VANGUARD INTL EQUITY INDEX F | 356,049 | 17,286,000 | 1.69% | ||
| 255 | ISHARES TR | 566,155 | 64,462,000 | 6.30% | ||
| 256 | UBS AG JERSEY BRH | 1,880,411 | 66,021,000 | 6.45% | ||
| 257 | SCHWAB US DIVIDEND EQUITY ETF | 1,928,946 | 73,859,000 | 7.22% | ||
| 258 | VANGUARD STAR FDS | 2,051,967 | 103,276,000 | 10.09% | ||
| 259 | VANGUARD SPECIALIZED FUNDS | 1,783,022 | 140,110,000 | 13.69% | ||
| 260 | VANGUARD INDEX FDS | 2,198,236 | 235,255,000 | 22.99% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001398, filed 2015.07.29).
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.
