| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 122,128 | 27,120,000 | 24.40% | ||
| 2 | ISHARES TR | 154,255 | 26,833,000 | 24.14% | ||
| 3 | ISHARES TR | 377,952 | 26,498,000 | 23.84% | ||
| 4 | VANGUARD BD INDEX FDS | 304,002 | 24,275,000 | 21.84% | ||
| 5 | VANGUARD INDEX FDS | 35,587 | 4,429,000 | 3.98% | ||
| 6 | LOCKHEED MARTIN CORP | 4,083 | 1,133,000 | 1.02% | ||
| 7 | JOHNSON & JOHNSON | 4,427 | 586,000 | 0.53% | ||
| 8 | SCHWAB U.S. BROAD MARKET ETF | 4,814 | 281,000 | 0.25% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001563634-17-000008, filed 2017.07.18).
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.
