| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. BROAD MARKET ETF | 1,476,712 | 77,262,000 | 44.35% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 1,130,138 | 42,278,000 | 24.27% | ||
| 3 | VANGUARD CHARLOTTE FDS | 220,598 | 12,362,000 | 7.10% | ||
| 4 | VANGUARD BD INDEX FDS | 141,268 | 11,419,000 | 6.55% | ||
| 5 | VANGUARD INTL EQUITY INDEX F | 255,428 | 9,612,000 | 5.52% | ||
| 6 | VANGUARD BD INDEX FDS | 69,497 | 6,092,000 | 3.50% | ||
| 7 | VANGUARD SCOTTSDALE FDS | 109,781 | 5,924,000 | 3.40% | ||
| 8 | VANGUARD BD INDEX FDS | 51,631 | 5,091,000 | 2.92% | ||
| 9 | JOHNSON & JOHNSON | 8,534 | 1,008,000 | 0.58% | ||
| 10 | SCHWAB U.S. LARGE-CAP ETF | 9,698 | 501,000 | 0.29% | ||
| 11 | AT&T INC | 11,320 | 460,000 | 0.26% | ||
| 12 | LILLY ELI & CO | 5,089 | 408,000 | 0.23% | ||
| 13 | MICROSOFT CORP | 5,138 | 296,000 | 0.17% | ||
| 14 | PROSHARES TR | 5,068 | 275,000 | 0.16% | ||
| 15 | ALPHABET INC | 334 | 269,000 | 0.15% | ||
| 16 | VERIZON COMMUNICATIONS INC | 4,910 | 255,000 | 0.15% | ||
| 17 | BERKSHIRE HATHAWAY INC DEL | 1,754 | 253,000 | 0.15% | ||
| 18 | ALPHABET INC | 314 | 244,000 | 0.14% | ||
| 19 | SELECT SECTOR SPDR TR | 3,896 | 207,000 | 0.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-019562, filed 2016.10.11).
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.
