| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 1,236,837 | 44,378,000 | 21.09% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 997,295 | 43,033,000 | 20.45% | ||
| 3 | VANGUARD INDEX FDS | 324,203 | 27,168,000 | 12.91% | ||
| 4 | ISHARES RUSSELL 3000 ETF | 193,244 | 23,355,000 | 11.10% | ||
| 5 | VANGUARD INDEX FDS | 211,239 | 22,142,000 | 10.52% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 331,173 | 11,452,000 | 5.44% | ||
| 7 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 530,142 | 11,398,000 | 5.42% | ||
| 8 | VANGUARD BD INDEX FDS | 119,965 | 9,934,000 | 4.72% | ||
| 9 | ISHARES TR | 138,717 | 7,929,000 | 3.77% | ||
| 10 | ISHARES RUSSELL 1000 ETF | 18,207 | 2,077,000 | 0.99% | ||
| 11 | ISHARES TR | 22,463 | 1,749,000 | 0.83% | ||
| 12 | SPDR GOLD TR | 14,513 | 1,707,000 | 0.81% | ||
| 13 | ISHARES COHEN & STEERS REIT ETF | 14,704 | 1,517,000 | 0.72% | ||
| 14 | ISHARES TR | 5,263 | 1,088,000 | 0.52% | ||
| 15 | ISHARES TR | 20,239 | 693,000 | 0.33% | ||
| 16 | VANGUARD INDEX FDS | 5,502 | 517,000 | 0.25% | ||
| 17 | ISHARES TR | 2,129 | 235,000 | 0.11% | ||
| 18 | VANGUARD INDEX FDS | 486 | 54,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-16-000162, filed 2016.05.12).
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.
