| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | ISHARES TR | 23,413 | 4,838,000 | 3.01% | ||
| 102 | VANGUARD TAX-MANAGED FDS | 137,674 | 4,939,000 | 3.07% | ||
| 103 | ALPS ETF TR | 492,075 | 5,373,000 | 3.34% | ||
| 104 | SPDR SER TR | 142,653 | 6,162,000 | 3.83% | ||
| 105 | ISHARES TR | 43,322 | 6,246,000 | 3.88% | ||
| 106 | SPDR S&P 500 ETF TR | 32,393 | 6,657,000 | 4.14% | ||
| 107 | ISHARES TR | 172,868 | 6,747,000 | 4.19% | ||
| 108 | ISHARES TR | 89,405 | 9,425,000 | 5.86% | ||
| 109 | SPDR SERIES TRUST | 316,324 | 10,834,000 | 6.73% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-16-000611, filed 2016.05.11).
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.
