| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 2,689,567 | 276,972,000 | 24.01% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 5,092,678 | 219,443,000 | 19.03% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 4,522,930 | 199,054,000 | 17.26% | ||
| 4 | ISHARES TR | 1,196,197 | 129,106,000 | 11.19% | ||
| 5 | VANGUARD SPECIALIZED FUNDS | 1,155,527 | 91,021,000 | 7.89% | ||
| 6 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 1,165,831 | 45,840,000 | 3.97% | ||
| 7 | VANGUARD INDEX FDS | 398,983 | 29,776,000 | 2.58% | ||
| 8 | TWITTER INC | 599,419 | 24,774,000 | 2.15% | ||
| 9 | ISHARES TR | 168,669 | 19,891,000 | 1.72% | ||
| 10 | VANGUARD INDEX FDS | 207,579 | 18,391,000 | 1.59% | ||
| 11 | ISHARES TR | 110,026 | 12,597,000 | 1.09% | ||
| 12 | VANGUARD BD INDEX FDS | 63,253 | 5,160,000 | 0.45% | ||
| 13 | SCHWAB US TIPS ETF | 70,112 | 3,860,000 | 0.33% | ||
| 14 | PROOFPOINT INC | 81,046 | 2,965,000 | 0.26% | ||
| 15 | Trulia Inc | 44,633 | 2,088,000 | 0.18% | ||
| 16 | APPLE INC | 20,797 | 1,957,000 | 0.17% | ||
| 17 | EXXON MOBIL CORP | 16,092 | 1,646,000 | 0.14% | ||
| 18 | JOHNSON & JOHNSON | 12,565 | 1,330,000 | 0.12% | ||
| 19 | WELLS FARGO & CO NEW | 24,245 | 1,285,000 | 0.11% | ||
| 20 | MICROSOFT CORP | 30,357 | 1,269,000 | 0.11% | ||
| 21 | BERKSHIRE HATHAWAY INC DEL | 7,916 | 1,024,000 | 0.09% | ||
| 22 | GENERAL ELECTRIC CO | 35,783 | 961,000 | 0.08% | ||
| 23 | CHEVRON CORP NEW | 7,025 | 922,000 | 0.08% | ||
| 24 | SCHLUMBERGER LTD | 6,404 | 752,000 | 0.07% | ||
| 25 | VERIZON COMMUNICATIONS INC | 14,286 | 710,000 | 0.06% | ||
| 26 | MERCK & CO INC | 11,893 | 704,000 | 0.06% | ||
| 27 | PROCTER AND GAMBLE CO | 8,598 | 688,000 | 0.06% | ||
| 28 | ORACLE CORP | 16,568 | 685,000 | 0.06% | ||
| 29 | QUALCOMM INC | 8,438 | 683,000 | 0.06% | ||
| 30 | COCA COLA CO | 15,524 | 656,000 | 0.06% | ||
| 31 | DISNEY WALT CO | 7,197 | 625,000 | 0.05% | ||
| 32 | AT&T INC | 16,274 | 583,000 | 0.05% | ||
| 33 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 981 | 583,000 | 0.05% | ||
| 34 | INTERNATIONAL BUSINESS MACHS | 3,055 | 576,000 | 0.05% | ||
| 35 | INTEL CORP | 18,069 | 563,000 | 0.05% | ||
| 36 | COMCAST CORP NEW | 10,021 | 550,000 | 0.05% | ||
| 37 | CISCO SYS INC | 21,258 | 535,000 | 0.05% | ||
| 38 | GILEAD SCIENCES INC | 6,046 | 531,000 | 0.05% | ||
| 39 | PEPSICO INC | 5,822 | 524,000 | 0.05% | ||
| 40 | CELGENE CORP | 5,665 | 511,000 | 0.04% | ||
| 41 | UNION PAC CORP | 4,974 | 502,000 | 0.04% | ||
| 42 | CITIGROUP INC | 10,306 | 497,000 | 0.04% | ||
| 43 | WAL-MART STORES INC | 6,492 | 492,000 | 0.04% | ||
| 44 | UNITED TECHNOLOGIES CORP | 4,033 | 466,000 | 0.04% | ||
| 45 | JPMORGAN CHASE & CO | 8,117 | 464,000 | 0.04% | ||
| 46 | MCDONALDS CORP | 4,454 | 450,000 | 0.04% | ||
| 47 | PHILIP MORRIS INTL INC | 4,986 | 427,000 | 0.04% | ||
| 48 | CONOCOPHILLIPS | 4,854 | 419,000 | 0.04% | ||
| 49 | VISA INC | 1,854 | 401,000 | 0.03% | ||
| 50 | HOME DEPOT INC | 4,779 | 392,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-029147, filed 2014.07.24).
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.
