| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 416,843 | 29,808,000 | 20.94% | ||
| 2 | VANGUARD INDEX FDS | 147,001 | 15,753,000 | 11.07% | ||
| 3 | SCHWAB U.S. LARGE-CAP ETF | 290,737 | 14,470,000 | 10.17% | ||
| 4 | VANGUARD TAX-MANAGED FDS | 403,149 | 14,255,000 | 10.01% | ||
| 5 | VANGUARD SCOTTSDALE FDS | 180,134 | 12,103,000 | 8.50% | ||
| 6 | SCHWAB INTERNATIONAL EQUITY ETF | 434,828 | 11,788,000 | 8.28% | ||
| 7 | VANGUARD INDEX FDS | 68,195 | 8,431,000 | 5.92% | ||
| 8 | VANGUARD STAR FDS | 163,613 | 7,278,000 | 5.11% | ||
| 9 | SCHWAB U.S. SMALL-CAP ETF | 106,957 | 5,779,000 | 4.06% | ||
| 10 | VANGUARD INDEX FDS | 33,774 | 3,907,000 | 2.74% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 94,108 | 3,315,000 | 2.33% | ||
| 12 | BARNES GROUP INC COM | 96,891 | 3,209,000 | 2.25% | ||
| 13 | SCHWAB EMERGING MARKETS EQUITY ETF | 122,499 | 2,608,000 | 1.83% | ||
| 14 | ISHARES MSCI EAFE SMALL CAP IDX FD | 52,211 | 2,520,000 | 1.77% | ||
| 15 | ISHARES TR | 11,786 | 2,481,000 | 1.74% | ||
| 16 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 37,945 | 1,093,000 | 0.77% | ||
| 17 | SPDR MSCI ACWI EX-US | 35,542 | 1,082,000 | 0.76% | ||
| 18 | ISHARES TR | 6,100 | 911,000 | 0.64% | ||
| 19 | VANGUARD INDEX FDS | 6,184 | 548,000 | 0.38% | ||
| 20 | POWERSHARES QQQ TRUST | 2,430 | 261,000 | 0.18% | ||
| 21 | ISHARES TR | 7,601 | 261,000 | 0.18% | ||
| 22 | ISHARES TR | 2,215 | 257,000 | 0.18% | ||
| 23 | CHEVRON CORP NEW | 2,117 | 222,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004181, filed 2016.08.08).
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.
