| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 3,232,271 | 346,370,000 | 52.79% | ||
| 2 | ISHARES TR | 1,013,290 | 118,383,000 | 18.04% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 1,053,813 | 58,729,000 | 8.95% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 1,227,578 | 57,279,000 | 8.73% | ||
| 5 | VANGUARD INDEX FDS | 533,771 | 47,329,000 | 7.21% | ||
| 6 | SCHWAB U.S. BROAD MARKET ETF | 113,622 | 5,715,000 | 0.87% | ||
| 7 | VANGUARD WORLD FD | 45,012 | 3,219,000 | 0.49% | ||
| 8 | ISHARES TR | 23,900 | 2,723,000 | 0.42% | ||
| 9 | SCHWAB U.S. SMALL-CAP ETF | 38,584 | 2,085,000 | 0.32% | ||
| 10 | SCHWAB EMERGING MARKETS EQUITY ETF | 94,817 | 2,019,000 | 0.31% | ||
| 11 | ISHARES TR | 39,668 | 1,856,000 | 0.28% | ||
| 12 | ISHARES CORE MSCI EUROPE ETF | 46,476 | 1,835,000 | 0.28% | ||
| 13 | VANGUARD INDEX FDS | 8,762 | 1,014,000 | 0.15% | ||
| 14 | ISHARES GOLD TRUST ISHARES ETF | 66,723 | 851,000 | 0.13% | ||
| 15 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 28,615 | 824,000 | 0.13% | ||
| 16 | FS KKR CAPITAL CORP COM | 85,907 | 777,000 | 0.12% | ||
| 17 | WISDOMTREE TR | 8,429 | 666,000 | 0.10% | ||
| 18 | ISHARES TR | 6,832 | 561,000 | 0.09% | ||
| 19 | POWERSHARES DB CMDTY IDX TRA | 32,768 | 503,000 | 0.08% | ||
| 20 | SPDR INDEX SHS FDS | 8,233 | 415,000 | 0.06% | ||
| 21 | BANKWELL FINL GROUP INC | 14,441 | 319,000 | 0.05% | ||
| 22 | ISHARES TR | 6,814 | 315,000 | 0.05% | ||
| 23 | BERKSHIRE HATHAWAY INC DEL | 2,118 | 307,000 | 0.05% | ||
| 24 | POWERSHARES ETF TR II | 16,645 | 306,000 | 0.05% | ||
| 25 | MICROSOFT CORP | 5,905 | 302,000 | 0.05% | ||
| 26 | ISHARES TR | 1,238 | 261,000 | 0.04% | ||
| 27 | PFIZER INC | 7,410 | 261,000 | 0.04% | ||
| 28 | ISHARES TR | 2,197 | 255,000 | 0.04% | ||
| 29 | GENERAL ELECTRIC CO | 7,196 | 227,000 | 0.03% | ||
| 30 | AT&T INC | 5,008 | 216,000 | 0.03% | ||
| 31 | VERIZON COMMUNICATIONS INC | 3,671 | 205,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001542606-16-000013, filed 2016.07.25).
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.
