| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 88,505 | 19,148,000 | 11.13% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 482,843 | 18,976,000 | 11.03% | ||
| 3 | ISHARES TR | 303,811 | 15,455,000 | 8.98% | ||
| 4 | ISHARES TR | 141,748 | 14,916,000 | 8.67% | ||
| 5 | ISHARES TR | 522,713 | 14,354,000 | 8.34% | ||
| 6 | ISHARES TR | 80,795 | 13,834,000 | 8.04% | ||
| 7 | ALPS ETF TR | 10,145 | 10,145,000 | 5.90% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 241,148 | 9,578,000 | 5.57% | ||
| 9 | POWERSHARES ETF TR II | 350,219 | 8,913,000 | 5.18% | ||
| 10 | ISHARES TR | 128,211 | 8,867,000 | 5.15% | ||
| 11 | SPDR SER TR | 258,451 | 7,226,000 | 4.20% | ||
| 12 | PROSHARES INFLATN EXPECTNS ETF | 250,496 | 7,219,000 | 4.20% | ||
| 13 | POWERSHARES ETF TRUST II | 306,747 | 7,135,000 | 4.15% | ||
| 14 | ISHARES TR | 54,820 | 5,947,000 | 3.46% | ||
| 15 | FIDELITY | 150,871 | 5,303,000 | 3.08% | ||
| 16 | ISHARES TR | 64,936 | 3,763,000 | 2.19% | ||
| 17 | VANGUARD INTL EQUITY INDEX F | 13,703 | 655,000 | 0.38% | ||
| 18 | ISHARES INC | 12,183 | 582,000 | 0.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001536333-18-000013, filed 2018.04.13).
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.
