| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 2,091 | 260,000 | 0.13% | ||
| 2 | ISHARES TR | 8,995 | 361,000 | 0.18% | ||
| 3 | VANGUARD INDEX FDS | 5,368 | 511,000 | 0.25% | ||
| 4 | VANGUARD INDEX FDS | 4,271 | 524,000 | 0.26% | ||
| 5 | ISHARES COHEN & STEERS REIT ETF | 14,061 | 1,422,000 | 0.70% | ||
| 6 | ISHARES TR | 18,001 | 1,428,000 | 0.70% | ||
| 7 | SPDR GOLD TR | 14,513 | 1,650,000 | 0.81% | ||
| 8 | ISHARES RUSSELL 1000 ETF | 17,816 | 2,064,000 | 1.02% | ||
| 9 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 225,566 | 6,255,000 | 3.08% | ||
| 10 | VANGUARD BD INDEX FDS | 125,908 | 10,497,000 | 5.17% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 345,332 | 14,114,000 | 6.95% | ||
| 12 | ISHARES TR | 222,651 | 14,288,000 | 7.04% | ||
| 13 | VANGUARD INDEX FDS | 174,446 | 14,708,000 | 7.25% | ||
| 14 | ISHARES RUSSELL 3000 ETF | 148,230 | 18,358,000 | 9.04% | ||
| 15 | VANGUARD INDEX FDS | 216,891 | 23,262,000 | 11.46% | ||
| 16 | VANGUARD TAX-MANAGED FDS | 950,855 | 37,873,000 | 18.66% | ||
| 17 | VANGUARD INTL EQUITY INDEX F | 1,137,273 | 55,419,000 | 27.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-15-000071, filed 2015.05.15).
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.
