| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. BROAD MARKET ETF | 1,666,553 | 90,294,000 | 48.04% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 1,275,122 | 46,593,000 | 24.79% | ||
| 3 | VANGUARD CHARLOTTE FDS | 201,909 | 10,962,000 | 5.83% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 305,991 | 10,948,000 | 5.83% | ||
| 5 | VANGUARD BD INDEX FDS | 128,479 | 10,208,000 | 5.43% | ||
| 6 | VANGUARD SCOTTSDALE FDS | 100,521 | 5,256,000 | 2.80% | ||
| 7 | VANGUARD BD INDEX FDS | 63,129 | 5,244,000 | 2.79% | ||
| 8 | VANGUARD BD INDEX FDS | 47,477 | 4,232,000 | 2.25% | ||
| 9 | JOHNSON & JOHNSON | 8,534 | 983,000 | 0.52% | ||
| 10 | SCHWAB U.S. LARGE-CAP ETF | 9,903 | 527,000 | 0.28% | ||
| 11 | AT&T INC | 11,000 | 468,000 | 0.25% | ||
| 12 | LILLY ELI & CO | 5,089 | 374,000 | 0.20% | ||
| 13 | MICROSOFT CORP | 5,138 | 319,000 | 0.17% | ||
| 14 | BERKSHIRE HATHAWAY INC DEL | 1,754 | 286,000 | 0.15% | ||
| 15 | PROSHARES TR | 5,068 | 273,000 | 0.15% | ||
| 16 | ALPHABET INC | 334 | 265,000 | 0.14% | ||
| 17 | VERIZON COMMUNICATIONS INC | 4,910 | 262,000 | 0.14% | ||
| 18 | ALPHABET INC | 314 | 242,000 | 0.13% | ||
| 19 | SELECT SECTOR SPDR TR | 3,896 | 201,000 | 0.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-000468, filed 2017.01.12).
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.
