| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 1,126,809 | 90,855,000 | 12.09% | ||
| 2 | VANGUARD INDEX FDS | 848,448 | 88,934,000 | 11.83% | ||
| 3 | ISHARES TR | 1,418,102 | 71,501,000 | 9.51% | ||
| 4 | VANGUARD TAX-MANAGED FDS | 1,572,122 | 56,408,000 | 7.51% | ||
| 5 | VANGUARD MALVERN FDS | 1,004,151 | 49,334,000 | 6.56% | ||
| 6 | VANGUARD CHARLOTTE FDS | 812,629 | 44,321,000 | 5.90% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 1,199,461 | 41,477,000 | 5.52% | ||
| 8 | POWERSHARES DB CMDTY IDX TRA | 2,914,785 | 38,737,000 | 5.15% | ||
| 9 | VANGUARD SCOTTSDALE FDS | 459,842 | 36,801,000 | 4.90% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 382,048 | 35,676,000 | 4.75% | ||
| 11 | SPDR SERIES TRUST | 582,710 | 32,480,000 | 4.32% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 532,450 | 28,491,000 | 3.79% | ||
| 13 | ISHARES TR | 238,656 | 26,449,000 | 3.52% | ||
| 14 | POWERSHARES ETF TRUST II | 1,109,284 | 25,197,000 | 3.35% | ||
| 15 | VANGUARD INDEX FDS | 250,399 | 20,983,000 | 2.79% | ||
| 16 | SPDR SER TR | 761,436 | 19,660,000 | 2.62% | ||
| 17 | SPDR SER TR | 353,564 | 17,261,000 | 2.30% | ||
| 18 | POWERSHARES ETF TR II | 546,252 | 15,459,000 | 2.06% | ||
| 19 | ISHARES TR | 38,605 | 4,310,000 | 0.57% | ||
| 20 | VANGUARD INTL EQUITY INDEX F | 75,693 | 3,673,000 | 0.49% | ||
| 21 | UBS AG JERSEY BRH | 50,345 | 1,211,000 | 0.16% | ||
| 22 | VANGUARD INTL EQUITY INDEX F | 19,656 | 848,000 | 0.11% | ||
| 23 | iPath Bloomberg Commodity | 22,373 | 481,000 | 0.06% | ||
| 24 | ISHARES TR | 2,586 | 251,000 | 0.03% | ||
| 25 | VANGUARD INDEX FDS | 1,312 | 247,000 | 0.03% | ||
| 26 | VANGUARD BD INDEX FDS | 2,911 | 241,000 | 0.03% | ||
| 27 | SPDR INDEX SHS FDS | 5,286 | 219,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-016621, filed 2016.05.11).
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.
