| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 1,466,057 | 53,570,000 | 22.63% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 992,979 | 43,870,000 | 18.54% | ||
| 3 | VANGUARD INDEX FDS | 375,396 | 30,981,000 | 13.09% | ||
| 4 | ISHARES RUSSELL 3000 ETF | 195,167 | 25,953,000 | 10.97% | ||
| 5 | VANGUARD INDEX FDS | 207,772 | 23,960,000 | 10.12% | ||
| 6 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 622,905 | 15,093,000 | 6.38% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 405,031 | 14,492,000 | 6.12% | ||
| 8 | VANGUARD BD INDEX FDS | 119,114 | 9,623,000 | 4.07% | ||
| 9 | ISHARES TR | 137,513 | 7,939,000 | 3.35% | ||
| 10 | SPDR GOLD TR | 26,673 | 2,924,000 | 1.24% | ||
| 11 | ISHARES RUSSELL 1000 ETF | 18,858 | 2,347,000 | 0.99% | ||
| 12 | ISHARES TR | 25,189 | 1,938,000 | 0.82% | ||
| 13 | ISHARES COHEN & STEERS REIT ETF | 15,516 | 1,546,000 | 0.65% | ||
| 14 | ISHARES TR | 3,749 | 844,000 | 0.36% | ||
| 15 | ISHARES TR | 20,628 | 722,000 | 0.31% | ||
| 16 | VANGUARD INDEX FDS | 5,335 | 546,000 | 0.23% | ||
| 17 | ISHARES TR | 2,045 | 276,000 | 0.12% | ||
| 18 | VANGUARD INDEX FDS | 476 | 61,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000188, filed 2017.01.27).
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.
