| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 1,304,686 | 59,272,000 | 27.47% | ||
| 2 | VANGUARD INDEX FDS | 531,234 | 59,142,000 | 27.41% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 571,686 | 21,513,000 | 9.97% | ||
| 4 | Zillow Group Class C | 406,899 | 14,099,000 | 6.53% | ||
| 5 | VANGUARD BD INDEX FDS | 155,286 | 13,066,000 | 6.05% | ||
| 6 | VANGUARD TAX-MANAGED FDS | 217,461 | 8,135,000 | 3.77% | ||
| 7 | Zillow Group Class A | 204,962 | 7,061,000 | 3.27% | ||
| 8 | ISHARES TR | 107,813 | 6,375,000 | 2.95% | ||
| 9 | MICROSOFT CORP | 54,364 | 3,131,000 | 1.45% | ||
| 10 | ISHARES RUSSELL 1000 ETF | 19,918 | 2,399,000 | 1.11% | ||
| 11 | ISHARES RUSSELL 3000 ETF | 17,058 | 2,187,000 | 1.01% | ||
| 12 | LILLY ELI & CO | 27,110 | 2,176,000 | 1.01% | ||
| 13 | APPLE INC | 17,955 | 2,030,000 | 0.94% | ||
| 14 | ISHARES GOLD TRUST ISHARES ETF | 153,183 | 1,944,000 | 0.90% | ||
| 15 | SPROTT PHYSICAL GOLD TRUST UNIT | 176,225 | 1,930,000 | 0.89% | ||
| 16 | FlexShares Global Upstream Nat | 67,319 | 1,853,000 | 0.86% | ||
| 17 | VANGUARD INDEX FDS | 14,855 | 1,289,000 | 0.60% | ||
| 18 | ISHARES TR | 9,317 | 1,047,000 | 0.49% | ||
| 19 | ISHARES TR | 24,365 | 959,000 | 0.44% | ||
| 20 | ISHARES TR | 24,808 | 929,000 | 0.43% | ||
| 21 | ISHARES TR | 7,187 | 893,000 | 0.41% | ||
| 22 | AMAZON COM INC | 953 | 798,000 | 0.37% | ||
| 23 | Tesla Motors, Inc. | 3,740 | 763,000 | 0.35% | ||
| 24 | UNITEDHEALTH GROUP INC | 3,500 | 490,000 | 0.23% | ||
| 25 | ISHARES | 17,283 | 444,000 | 0.21% | ||
| 26 | DISNEY WALT CO | 4,701 | 437,000 | 0.20% | ||
| 27 | Etsy | 21,739 | 310,000 | 0.14% | ||
| 28 | BlackRock Enhanced Equity Divi | 38,403 | 303,000 | 0.14% | ||
| 29 | VANGUARD INDEX FDS | 2,944 | 256,000 | 0.12% | ||
| 30 | VANGUARD INDEX FDS | 2,030 | 248,000 | 0.11% | ||
| 31 | CISCO SYS INC | 6,405 | 203,000 | 0.09% | ||
| 32 | Corporate Property | 11,488 | 118,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001550228-16-000009, filed 2016.10.07).
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.
