| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 526,091 | 56,376,000 | 27.35% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 1,291,292 | 55,332,000 | 26.84% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 558,474 | 19,675,000 | 9.55% | ||
| 4 | Zillow Group Class C | 406,899 | 14,762,000 | 7.16% | ||
| 5 | VANGUARD BD INDEX FDS | 155,286 | 13,091,000 | 6.35% | ||
| 6 | VANGUARD TAX-MANAGED FDS | 217,461 | 7,689,000 | 3.73% | ||
| 7 | Zillow Group Class A | 204,962 | 7,512,000 | 3.64% | ||
| 8 | ISHARES TR | 107,208 | 5,984,000 | 2.90% | ||
| 9 | MICROSOFT CORP | 63,325 | 3,240,000 | 1.57% | ||
| 10 | LILLY ELI & CO | 32,500 | 2,559,000 | 1.24% | ||
| 11 | ISHARES RUSSELL 1000 ETF | 19,918 | 2,328,000 | 1.13% | ||
| 12 | ISHARES RUSSELL 3000 ETF | 17,307 | 2,146,000 | 1.04% | ||
| 13 | ISHARES GOLD TRUST ISHARES ETF | 153,183 | 1,955,000 | 0.95% | ||
| 14 | APPLE INC | 18,305 | 1,750,000 | 0.85% | ||
| 15 | FlexShares Global Upstream Nat | 64,690 | 1,705,000 | 0.83% | ||
| 16 | SPROTT PHYSICAL GOLD TRUST UNIT | 139,650 | 1,533,000 | 0.74% | ||
| 17 | VANGUARD INDEX FDS | 12,521 | 1,110,000 | 0.54% | ||
| 18 | ISHARES TR | 9,317 | 1,049,000 | 0.51% | ||
| 19 | ISHARES TR | 24,365 | 921,000 | 0.45% | ||
| 20 | ISHARES TR | 26,508 | 911,000 | 0.44% | ||
| 21 | ISHARES TR | 7,187 | 826,000 | 0.40% | ||
| 22 | Tesla Motors, Inc. | 3,740 | 794,000 | 0.39% | ||
| 23 | AMAZON COM INC | 1,103 | 789,000 | 0.38% | ||
| 24 | ISHARES | 19,673 | 482,000 | 0.23% | ||
| 25 | WELLTOWER INC COM | 4,066 | 310,000 | 0.15% | ||
| 26 | BlackRock Enhanced Equity Divi | 38,403 | 303,000 | 0.15% | ||
| 27 | VANGUARD INDEX FDS | 2,944 | 250,000 | 0.12% | ||
| 28 | VANGUARD INDEX FDS | 2,030 | 235,000 | 0.11% | ||
| 29 | Etsy | 21,739 | 208,000 | 0.10% | ||
| 30 | SCHNITZER STL INDS | 10,000 | 176,000 | 0.09% | ||
| 31 | Corporate Property | 11,488 | 118,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001550228-16-000008, filed 2016.07.28).
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.
