| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 531,679 | 61,313,000 | 28.98% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 1,304,162 | 57,618,000 | 27.23% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 571,864 | 20,461,000 | 9.67% | ||
| 4 | Zillow Group Class C | 406,899 | 14,840,000 | 7.01% | ||
| 5 | VANGUARD BD INDEX FDS | 106,249 | 8,584,000 | 4.06% | ||
| 6 | VANGUARD TAX-MANAGED FDS | 217,461 | 7,946,000 | 3.76% | ||
| 7 | Zillow Group Class A | 204,962 | 7,471,000 | 3.53% | ||
| 8 | ISHARES TR | 107,813 | 6,224,000 | 2.94% | ||
| 9 | MICROSOFT CORP | 50,850 | 3,160,000 | 1.49% | ||
| 10 | ISHARES RUSSELL 1000 ETF | 19,918 | 2,479,000 | 1.17% | ||
| 11 | ISHARES RUSSELL 3000 ETF | 17,480 | 2,324,000 | 1.10% | ||
| 12 | ISHARES GOLD TRUST ISHARES ETF | 191,955 | 2,127,000 | 1.01% | ||
| 13 | LILLY ELI & CO | 27,110 | 1,994,000 | 0.94% | ||
| 14 | FlexShares Global Upstream Nat | 67,085 | 1,923,000 | 0.91% | ||
| 15 | VANGUARD INDEX FDS | 16,280 | 1,344,000 | 0.64% | ||
| 16 | SPROTT PHYSICAL GOLD TRUST UNIT | 127,011 | 1,193,000 | 0.56% | ||
| 17 | APPLE INC | 10,127 | 1,173,000 | 0.55% | ||
| 18 | SPDR S&P 500 Fund | 4,273 | 955,000 | 0.45% | ||
| 19 | ISHARES TR | 24,365 | 946,000 | 0.45% | ||
| 20 | ISHARES TR | 6,812 | 919,000 | 0.43% | ||
| 21 | ISHARES TR | 24,808 | 869,000 | 0.41% | ||
| 22 | AMAZON COM INC | 1,153 | 865,000 | 0.41% | ||
| 23 | ISHARES TR | 7,940 | 858,000 | 0.41% | ||
| 24 | Tesla Motors, Inc. | 3,740 | 799,000 | 0.38% | ||
| 25 | VANGUARD STAR FDS | 11,900 | 546,000 | 0.26% | ||
| 26 | UNITEDHEALTH GROUP INC | 3,318 | 531,000 | 0.25% | ||
| 27 | DISNEY WALT CO | 4,701 | 490,000 | 0.23% | ||
| 28 | ISHARES | 17,283 | 452,000 | 0.21% | ||
| 29 | BlackRock Enhanced Equity Divi | 38,403 | 313,000 | 0.15% | ||
| 30 | VANGUARD INDEX FDS | 2,944 | 274,000 | 0.13% | ||
| 31 | Etsy | 21,739 | 256,000 | 0.12% | ||
| 32 | VANGUARD INDEX FDS | 1,612 | 208,000 | 0.10% | ||
| 33 | Corporate Property | 11,488 | 118,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001550228-17-000001, filed 2017.01.11).
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.
