| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 1,469,386 | 54,970,000 | 22.94% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 1,027,586 | 46,683,000 | 19.48% | ||
| 3 | VANGUARD INDEX FDS | 376,528 | 32,660,000 | 13.63% | ||
| 4 | ISHARES RUSSELL 3000 ETF | 192,910 | 24,729,000 | 10.32% | ||
| 5 | VANGUARD INDEX FDS | 206,057 | 22,940,000 | 9.57% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 392,577 | 14,773,000 | 6.16% | ||
| 7 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 616,624 | 14,472,000 | 6.04% | ||
| 8 | VANGUARD BD INDEX FDS | 118,987 | 10,012,000 | 4.18% | ||
| 9 | ISHARES TR | 141,681 | 8,378,000 | 3.50% | ||
| 10 | ISHARES RUSSELL 1000 ETF | 18,305 | 2,205,000 | 0.92% | ||
| 11 | ISHARES TR | 23,628 | 1,905,000 | 0.79% | ||
| 12 | SPDR GOLD TR | 14,513 | 1,823,000 | 0.76% | ||
| 13 | ISHARES COHEN & STEERS REIT ETF | 14,812 | 1,554,000 | 0.65% | ||
| 14 | ISHARES TR | 3,963 | 862,000 | 0.36% | ||
| 15 | ISHARES TR | 20,398 | 764,000 | 0.32% | ||
| 16 | VANGUARD INDEX FDS | 5,557 | 551,000 | 0.23% | ||
| 17 | ISHARES TR | 2,642 | 328,000 | 0.14% | ||
| 18 | VANGUARD INDEX FDS | 473 | 58,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004100, filed 2016.11.04).
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.
