| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 3000 ETF | 28,849 | 3,286,000 | 2.78% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 148,000 | 5,275,000 | 4.45% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 152,800 | 8,204,000 | 6.93% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 216,135 | 10,630,000 | 8.98% | ||
| 5 | ISHARES TR | 1,587,810 | 91,013,000 | 76.86% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001526201-15-000006, filed 2015.10.28).
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.