| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD CHARLOTTE FDS | 390,479 | 20,738,000 | 21.18% | ||
| 2 | SCHWAB US AGGREGATE BOND ETF | 268,217 | 14,044,000 | 14.34% | ||
| 3 | VANGUARD MALVERN FDS | 278,949 | 13,457,000 | 13.74% | ||
| 4 | VANGUARD BD INDEX FDS | 119,321 | 9,829,000 | 10.04% | ||
| 5 | VANGUARD INDEX FDS | 49,219 | 5,217,000 | 5.33% | ||
| 6 | VANGUARD INDEX FDS | 57,898 | 4,690,000 | 4.79% | ||
| 7 | VANGUARD INDEX FDS | 42,192 | 3,565,000 | 3.64% | ||
| 8 | ISHARES TR | 25,419 | 2,799,000 | 2.86% | ||
| 9 | VANGUARD WHITEHALL FDS INC | 36,088 | 2,756,000 | 2.81% | ||
| 10 | ISHARES | 84,875 | 2,450,000 | 2.50% | ||
| 11 | SCHWAB US TIPS ETF | 41,263 | 2,238,000 | 2.29% | ||
| 12 | VANGUARD TAX-MANAGED FDS | 55,567 | 2,105,000 | 2.15% | ||
| 13 | ISHARES TR | 12,953 | 1,451,000 | 1.48% | ||
| 14 | PIMCO ETF TRUST 1-5 US TIP IDX ETF | 22,056 | 1,141,000 | 1.17% | ||
| 15 | VistaPrint NV | 14,980 | 1,121,000 | 1.14% | ||
| 16 | VANGUARD INTL EQUITY INDEX F | 25,828 | 1,034,000 | 1.06% | ||
| 17 | ISHARES MSCI EAFE SMALL CAP IDX FD | 21,049 | 983,000 | 1.00% | ||
| 18 | VANGUARD SCOTTSDALE FDS | 18,084 | 959,000 | 0.98% | ||
| 19 | SPDR SERIES TRUST | 17,120 | 661,000 | 0.68% | ||
| 20 | VANGUARD INDEX FDS | 5,740 | 599,000 | 0.61% | ||
| 21 | VANGUARD INDEX FDS | 3,151 | 594,000 | 0.61% | ||
| 22 | VANGUARD BD INDEX FDS | 6,653 | 532,000 | 0.54% | ||
| 23 | SPDR S&P 500 ETF TR | 2,487 | 511,000 | 0.52% | ||
| 24 | SPDR SERIES TRUST FTSE INT GVT ETF | 8,720 | 497,000 | 0.51% | ||
| 25 | VANGUARD INDEX FDS | 3,007 | 351,000 | 0.36% | ||
| 26 | ISHARES TR | 2,751 | 324,000 | 0.33% | ||
| 27 | SCHWAB U.S. BROAD MARKET ETF | 6,435 | 321,000 | 0.33% | ||
| 28 | ISHARES TR | 2,669 | 292,000 | 0.30% | ||
| 29 | S&P Developed Ex-U.S. Property Index Fund | 7,720 | 280,000 | 0.29% | ||
| 30 | ISHARES TR | 2,471 | 273,000 | 0.28% | ||
| 31 | ISHARES TR | 3,746 | 228,000 | 0.23% | ||
| 32 | ISHARES TR | 2,400 | 225,000 | 0.23% | ||
| 33 | ISHARES TR | 5,447 | 214,000 | 0.22% | ||
| 34 | BERKSHIRE HATHAWAY INC DEL | 1,222 | 183,000 | 0.19% | ||
| 35 | VANGUARD INDEX FDS | 1,770 | 155,000 | 0.16% | ||
| 36 | VANGUARD INDEX FDS | 1,460 | 154,000 | 0.16% | ||
| 37 | VANGUARD INTL EQUITY INDEX F | 2,240 | 120,000 | 0.12% | ||
| 38 | VANGUARD INDEX FDS | 1,014 | 96,000 | 0.10% | ||
| 39 | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 537 | 83,000 | 0.08% | ||
| 40 | ISHARES TR | 703 | 80,000 | 0.08% | ||
| 41 | VANGUARD INTL EQUITY INDEX F | 847 | 51,000 | 0.05% | ||
| 42 | ISHARES 7-10 YEAR TREASURY BOND ETF | 439 | 47,000 | 0.05% | ||
| 43 | ISHARES TR | 424 | 44,000 | 0.04% | ||
| 44 | SPDR SER TR | 1,363 | 39,000 | 0.04% | ||
| 45 | SCHWAB U.S. SMALL-CAP ETF | 650 | 36,000 | 0.04% | ||
| 46 | EXPEDITORS INTL WASH INC | 625 | 28,000 | 0.03% | ||
| 47 | MCDONALDS CORP | 295 | 28,000 | 0.03% | ||
| 48 | ISHARES TR | 520 | 27,000 | 0.03% | ||
| 49 | SPDR GOLD TR | 226 | 26,000 | 0.03% | ||
| 50 | WISDOMTREE TR | 381 | 19,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001567738-15-000002, filed 2015.02.13).
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.
