| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 32,317,805 | 2,719,220,000 | 27.22% | ||
| 2 | VANGUARD INDEX FDS | 15,669,151 | 1,744,446,000 | 17.46% | ||
| 3 | VANGUARD INDEX FDS | 5,842,515 | 1,160,849,000 | 11.62% | ||
| 4 | VANGUARD TAX-MANAGED FDS | 24,890,000 | 931,134,000 | 9.32% | ||
| 5 | ISHARES TR | 8,055,932 | 905,647,000 | 9.07% | ||
| 6 | ISHARES TR | 6,663,591 | 330,047,000 | 3.30% | ||
| 7 | ISHARES TR | 2,718,000 | 300,148,000 | 3.00% | ||
| 8 | SCHWAB U.S. BROAD MARKET ETF | 5,630,467 | 294,586,000 | 2.95% | ||
| 9 | VANGUARD INDEX FDS | 2,114,757 | 273,734,000 | 2.74% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 5,694,823 | 258,715,000 | 2.59% | ||
| 11 | VANGUARD STAR FDS | 5,442,470 | 256,939,000 | 2.57% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 5,606,509 | 210,972,000 | 2.11% | ||
| 13 | VANGUARD BD INDEX FDS | 2,495,672 | 201,725,000 | 2.02% | ||
| 14 | VANGUARD SCOTTSDALE FDS | 2,967,911 | 160,148,000 | 1.60% | ||
| 15 | VANGUARD INDEX FDS | 1,075,640 | 131,421,000 | 1.32% | ||
| 16 | VANGUARD BD INDEX FDS | 1,245,085 | 109,144,000 | 1.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001547927-16-000009, filed 2016.11.14).
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.
