| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | ALPS ETF TR | 415,582 | 5,236,000 | 2.83% | ||
| 102 | SPDR S&P 500 ETF TR | 24,962 | 5,579,000 | 3.01% | ||
| 103 | SPDR SER TR | 165,808 | 7,569,000 | 4.09% | ||
| 104 | VANGUARD TAX-MANAGED FDS | 208,170 | 7,606,000 | 4.11% | ||
| 105 | VANGUARD SCOTTSDALE FDS | 96,113 | 7,628,000 | 4.12% | ||
| 106 | ISHARES TR | 209,018 | 7,777,000 | 4.20% | ||
| 107 | ISHARES TR | 47,874 | 7,915,000 | 4.27% | ||
| 108 | ISHARES TR | 76,989 | 8,079,000 | 4.36% | ||
| 109 | ISHARES TR | 44,923 | 10,107,000 | 5.46% | ||
| 110 | SPDR SERIES TRUST | 338,818 | 12,349,000 | 6.67% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000128, filed 2017.02.10).
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.
