| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 147,625 | 30,308,000 | 25.20% | ||
| 2 | SPDR DOW JONES INDL AVRG ETF | 128,913 | 25,461,000 | 21.17% | ||
| 3 | VANGUARD INDEX FDS | 177,020 | 20,413,000 | 16.97% | ||
| 4 | ISHARES TR | 413,313 | 15,379,000 | 12.79% | ||
| 5 | ISHARES TR | 62,898 | 14,151,000 | 11.77% | ||
| 6 | ISHARES GOLD TRUST ISHARES ETF | 677,667 | 7,508,000 | 6.24% | ||
| 7 | ISHARES RUSSELL 1000 ETF | 56,577 | 7,041,000 | 5.85% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000139, filed 2017.02.13).
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.
