| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 218,099 | 41,918,000 | 30.07% | ||
| 2 | ISHARES TR | 165,355 | 34,807,000 | 24.97% | ||
| 3 | VANGUARD INDEX FDS | 224,924 | 24,102,000 | 17.29% | ||
| 4 | ISHARES RUSSELL 3000 ETF | 144,403 | 17,908,000 | 12.85% | ||
| 5 | VANGUARD BD INDEX FDS | 120,997 | 10,200,000 | 7.32% | ||
| 6 | ISHARES GOLD TRUST ISHARES ETF | 565,101 | 7,210,000 | 5.17% | ||
| 7 | ISHARES 7-10 YEAR TREASURY BOND ETF | 28,793 | 3,252,000 | 2.33% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-16-000762, filed 2016.08.15).
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.