| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 32,890,516 | 2,772,670,000 | 30.77% | ||
| 2 | VANGUARD INDEX FDS | 13,652,411 | 1,462,992,000 | 16.23% | ||
| 3 | VANGUARD INDEX FDS | 5,209,850 | 1,001,333,000 | 11.11% | ||
| 4 | VANGUARD TAX-MANAGED FDS | 21,169,263 | 748,545,000 | 8.31% | ||
| 5 | ISHARES TR | 6,483,317 | 730,118,000 | 8.10% | ||
| 6 | ISHARES TR | 5,432,000 | 599,964,000 | 6.66% | ||
| 7 | ISHARES TR | 2,758,976 | 262,792,000 | 2.92% | ||
| 8 | SCHWAB U.S. BROAD MARKET ETF | 4,710,824 | 236,954,000 | 2.63% | ||
| 9 | VANGUARD INDEX FDS | 1,808,676 | 223,606,000 | 2.48% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 5,092,237 | 218,202,000 | 2.42% | ||
| 11 | VANGUARD BD INDEX FDS | 2,495,672 | 202,299,000 | 2.24% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 4,752,152 | 167,418,000 | 1.86% | ||
| 13 | VANGUARD SCOTTSDALE FDS | 2,967,911 | 159,822,000 | 1.77% | ||
| 14 | VANGUARD BD INDEX FDS | 1,352,470 | 119,112,000 | 1.32% | ||
| 15 | VANGUARD INDEX FDS | 918,061 | 106,201,000 | 1.18% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001547927-16-000008, filed 2016.07.29).
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.
