| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. BROAD MARKET ETF | 1,523,948 | 76,655,000 | 41.39% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 1,060,873 | 37,512,000 | 20.26% | ||
| 3 | ISHARES TR | 165,992 | 18,910,000 | 10.21% | ||
| 4 | VANGUARD CHARLOTTE FDS | 212,046 | 11,811,000 | 6.38% | ||
| 5 | VANGUARD BD INDEX FDS | 137,748 | 11,166,000 | 6.03% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 236,215 | 8,322,000 | 4.49% | ||
| 7 | VANGUARD BD INDEX FDS | 67,527 | 5,947,000 | 3.21% | ||
| 8 | VANGUARD SCOTTSDALE FDS | 105,793 | 5,697,000 | 3.08% | ||
| 9 | VANGUARD BD INDEX FDS | 49,599 | 4,863,000 | 2.63% | ||
| 10 | JOHNSON & JOHNSON | 8,725 | 1,058,000 | 0.57% | ||
| 11 | LILLY ELI & CO | 7,516 | 592,000 | 0.32% | ||
| 12 | SCHWAB U.S. LARGE-CAP ETF | 9,698 | 483,000 | 0.26% | ||
| 13 | AT&T INC | 11,000 | 475,000 | 0.26% | ||
| 14 | PROSHARES TR | 5,068 | 276,000 | 0.15% | ||
| 15 | VERIZON COMMUNICATIONS INC | 4,910 | 274,000 | 0.15% | ||
| 16 | MICROSOFT CORP | 4,914 | 251,000 | 0.14% | ||
| 17 | BERKSHIRE HATHAWAY B | 1,666 | 241,000 | 0.13% | ||
| 18 | ALPHABET INC | 318 | 224,000 | 0.12% | ||
| 19 | ALPHABET INC | 314 | 217,000 | 0.12% | ||
| 20 | SELECT SECTOR SPDR TR | 3,896 | 215,000 | 0.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-015109, filed 2016.07.13).
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.
