| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 Fund | 37,292 | 7,603,000 | 30.10% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 228,913 | 7,488,000 | 29.64% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 162,444 | 5,965,000 | 23.61% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 45,812 | 2,640,000 | 10.45% | ||
| 5 | ISHARES TR | 26,685 | 1,567,000 | 6.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001554308-16-000005, filed 2016.02.08).
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.
