| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. BROAD MARKET ETF | 1,515,993 | 74,723,000 | 43.42% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 846,613 | 29,885,000 | 17.37% | ||
| 3 | ISHARES TR | 165,684 | 18,445,000 | 10.72% | ||
| 4 | VANGUARD CHARLOTTE FDS | 207,544 | 11,313,000 | 6.57% | ||
| 5 | VANGUARD BD INDEX FDS | 135,388 | 10,890,000 | 6.33% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 191,185 | 6,563,000 | 3.81% | ||
| 7 | VANGUARD BD INDEX FDS | 66,448 | 5,713,000 | 3.32% | ||
| 8 | VANGUARD SCOTTSDALE FDS | 104,153 | 5,561,000 | 3.23% | ||
| 9 | VANGUARD BD INDEX FDS | 48,806 | 4,525,000 | 2.63% | ||
| 10 | JOHNSON & JOHNSON | 8,925 | 963,000 | 0.56% | ||
| 11 | LILLY ELI & CO | 7,516 | 546,000 | 0.32% | ||
| 12 | AT&T INC | 11,000 | 429,000 | 0.25% | ||
| 13 | SCHWAB U.S. LARGE-CAP ETF | 8,031 | 393,000 | 0.23% | ||
| 14 | ISHARES TR | 3,188 | 347,000 | 0.20% | ||
| 15 | MICROSOFT CORP | 4,914 | 272,000 | 0.16% | ||
| 16 | SELECT SECTOR SPDR TR | 5,103 | 272,000 | 0.16% | ||
| 17 | PROSHARES TR | 5,157 | 270,000 | 0.16% | ||
| 18 | VERIZON COMMUNICATIONS INC | 4,910 | 264,000 | 0.15% | ||
| 19 | ALPHABET INC | 318 | 243,000 | 0.14% | ||
| 20 | BERKSHIRE HATHAWAY B | 1,666 | 238,000 | 0.14% | ||
| 21 | ALPHABET INC | 314 | 234,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-011844, filed 2016.04.11).
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.
