| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 3,207,496 | 357,091,000 | 52.46% | ||
| 2 | ISHARES TR | 989,980 | 123,559,000 | 18.15% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 1,063,127 | 64,404,000 | 9.46% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 1,251,003 | 60,961,000 | 8.96% | ||
| 5 | VANGUARD INDEX FDS | 521,143 | 45,204,000 | 6.64% | ||
| 6 | SCHWAB U.S. BROAD MARKET ETF | 113,622 | 5,945,000 | 0.87% | ||
| 7 | VANGUARD WORLD FD | 44,531 | 3,284,000 | 0.48% | ||
| 8 | SCHWAB EMERGING MARKETS EQUITY ETF | 118,461 | 2,732,000 | 0.40% | ||
| 9 | ISHARES TR | 23,900 | 2,695,000 | 0.40% | ||
| 10 | ISHARES CORE MSCI EUROPE ETF | 57,041 | 2,360,000 | 0.35% | ||
| 11 | SCHWAB U.S. SMALL-CAP ETF | 38,584 | 2,221,000 | 0.33% | ||
| 12 | ISHARES GOLD TRUST ISHARES ETF | 97,934 | 1,243,000 | 0.18% | ||
| 13 | ISHARES TR | 22,793 | 1,159,000 | 0.17% | ||
| 14 | VANGUARD INDEX FDS | 8,762 | 1,071,000 | 0.16% | ||
| 15 | FS KKR CAPITAL CORP COM | 85,907 | 814,000 | 0.12% | ||
| 16 | WISDOMTREE TR | 8,190 | 696,000 | 0.10% | ||
| 17 | ISHARES TR | 6,632 | 539,000 | 0.08% | ||
| 18 | BERKSHIRE HATHAWAY INC DEL | 3,724 | 538,000 | 0.08% | ||
| 19 | SPDR INDEX SHS FDS | 8,961 | 446,000 | 0.07% | ||
| 20 | POWERSHARES ETF TR II | 23,183 | 437,000 | 0.06% | ||
| 21 | VANGUARD WHITEHALL FDS | 5,033 | 363,000 | 0.05% | ||
| 22 | MICROSOFT CORP | 6,094 | 351,000 | 0.05% | ||
| 23 | BANKWELL FINL GROUP INC | 13,301 | 315,000 | 0.05% | ||
| 24 | ISHARES TR | 6,814 | 310,000 | 0.05% | ||
| 25 | ISHARES TR | 2,380 | 295,000 | 0.04% | ||
| 26 | POWERSHARES DB CMDTY IDX TRA | 18,916 | 284,000 | 0.04% | ||
| 27 | VANGUARD BD INDEX FDS | 3,368 | 283,000 | 0.04% | ||
| 28 | ISHARES TR | 1,238 | 269,000 | 0.04% | ||
| 29 | PFIZER INC | 7,410 | 251,000 | 0.04% | ||
| 30 | GENERAL ELECTRIC CO | 7,196 | 213,000 | 0.03% | ||
| 31 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 6,757 | 209,000 | 0.03% | ||
| 32 | AT&T INC | 5,008 | 203,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001542606-16-000014, filed 2016.10.17).
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.
