| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 1,203,228 | 58,417,000 | 27.43% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 1,056,640 | 41,896,000 | 19.67% | ||
| 3 | VANGUARD INDEX FDS | 204,615 | 21,898,000 | 10.28% | ||
| 4 | ISHARES RUSSELL 3000 ETF | 140,790 | 17,455,000 | 8.20% | ||
| 5 | VANGUARD INTL EQUITY INDEX F | 368,447 | 15,062,000 | 7.07% | ||
| 6 | ISHARES TR | 231,151 | 14,676,000 | 6.89% | ||
| 7 | VANGUARD INDEX FDS | 186,029 | 13,895,000 | 6.52% | ||
| 8 | VANGUARD BD INDEX FDS | 125,879 | 10,229,000 | 4.80% | ||
| 9 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 298,074 | 8,662,000 | 4.07% | ||
| 10 | SPDR S&P 500 ETF TR | 10,750 | 2,213,000 | 1.04% | ||
| 11 | ISHARES RUSSELL 1000 ETF | 17,837 | 2,070,000 | 0.97% | ||
| 12 | SPDR GOLD TR | 14,513 | 1,631,000 | 0.77% | ||
| 13 | ISHARES COHEN & STEERS REIT ETF | 14,156 | 1,269,000 | 0.60% | ||
| 14 | ISHARES TR | 6,111 | 1,266,000 | 0.59% | ||
| 15 | ISHARES TR | 11,699 | 834,000 | 0.39% | ||
| 16 | ISHARES TR | 5,098 | 636,000 | 0.30% | ||
| 17 | VANGUARD INDEX FDS | 5,393 | 511,000 | 0.24% | ||
| 18 | ISHARES TR | 8,995 | 356,000 | 0.17% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-15-000093, filed 2015.08.14).
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.
