| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 Fund | 38,927 | 8,000,000 | 35.02% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 174,006 | 6,243,000 | 27.33% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 128,727 | 4,451,000 | 19.48% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 45,812 | 2,643,000 | 11.57% | ||
| 5 | ISHARES TR | 26,365 | 1,507,000 | 6.60% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001554308-16-000008, filed 2016.05.10).
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.
