| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 3,222,131 | 337,744,000 | 52.89% | ||
| 2 | ISHARES TR | 1,024,924 | 116,144,000 | 18.19% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 1,188,280 | 57,655,000 | 9.03% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 1,039,748 | 57,467,000 | 9.00% | ||
| 5 | VANGUARD INDEX FDS | 545,114 | 45,681,000 | 7.15% | ||
| 6 | SCHWAB U.S. BROAD MARKET ETF | 113,295 | 5,583,000 | 0.87% | ||
| 7 | VANGUARD WORLD FD | 45,567 | 3,194,000 | 0.50% | ||
| 8 | ISHARES TR | 24,176 | 2,699,000 | 0.42% | ||
| 9 | SCHWAB EMERGING MARKETS EQUITY ETF | 96,509 | 2,004,000 | 0.31% | ||
| 10 | SCHWAB U.S. SMALL-CAP ETF | 34,770 | 1,809,000 | 0.28% | ||
| 11 | ISHARES TR | 30,979 | 1,432,000 | 0.22% | ||
| 12 | VANGUARD INDEX FDS | 8,327 | 928,000 | 0.15% | ||
| 13 | ISHARES GOLD TRUST ISHARES ETF | 66,343 | 788,000 | 0.12% | ||
| 14 | FS KKR CAPITAL CORP COM | 83,076 | 762,000 | 0.12% | ||
| 15 | WISDOMTREE TR | 8,951 | 689,000 | 0.11% | ||
| 16 | ISHARES CORE MSCI EUROPE ETF | 15,648 | 643,000 | 0.10% | ||
| 17 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 22,148 | 641,000 | 0.10% | ||
| 18 | ISHARES TR | 6,832 | 533,000 | 0.08% | ||
| 19 | POWERSHARES DB CMDTY IDX TRA | 36,772 | 489,000 | 0.08% | ||
| 20 | SPDR INDEX SHS FDS | 8,488 | 416,000 | 0.07% | ||
| 21 | POWERSHARES ETF TR II | 16,645 | 296,000 | 0.05% | ||
| 22 | ISHARES TR | 2,459 | 277,000 | 0.04% | ||
| 23 | ISHARES TR | 1,238 | 256,000 | 0.04% | ||
| 24 | ISHARES TR | 5,764 | 253,000 | 0.04% | ||
| 25 | AT&T INC | 5,208 | 204,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001542606-16-000011, filed 2016.04.15).
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.
