| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB US AGGREGATE BOND ETF | 848,599 | 44,246,000 | 34.67% | ||
| 2 | VANGUARD CHARLOTTE FDS | 503,686 | 26,660,000 | 20.89% | ||
| 3 | VANGUARD BD INDEX FDS | 118,344 | 9,696,000 | 7.60% | ||
| 4 | VANGUARD INDEX FDS | 45,927 | 8,070,000 | 6.32% | ||
| 5 | VANGUARD MALVERN FDS | 146,372 | 7,081,000 | 5.55% | ||
| 6 | VANGUARD INDEX FDS | 58,380 | 5,763,000 | 4.52% | ||
| 7 | VANGUARD TAX-MANAGED FDS | 126,245 | 4,499,000 | 3.53% | ||
| 8 | VANGUARD INDEX FDS | 54,035 | 4,082,000 | 3.20% | ||
| 9 | VANGUARD INDEX FDS | 32,791 | 2,517,000 | 1.97% | ||
| 10 | SCHWAB US TIPS ETF | 44,020 | 2,363,000 | 1.85% | ||
| 11 | ISHARES TR | 20,259 | 2,220,000 | 1.74% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 54,224 | 1,794,000 | 1.41% | ||
| 13 | VistaPrint NV | 13,480 | 1,026,000 | 0.80% | ||
| 14 | ISHARES TR | 7,803 | 864,000 | 0.68% | ||
| 15 | SPDR S&P 500 ETF TR | 3,411 | 654,000 | 0.51% | ||
| 16 | CABOT MICROELECTRONICS CP | 13,024 | 505,000 | 0.40% | ||
| 17 | VANGUARD INDEX FDS | 4,484 | 450,000 | 0.35% | ||
| 18 | iShares Barclays 0-5 Year TIPS | 4,368 | 434,000 | 0.34% | ||
| 19 | ISHARES INC | 9,579 | 382,000 | 0.30% | ||
| 20 | VANGUARD INDEX FDS | 3,518 | 380,000 | 0.30% | ||
| 21 | VANGUARD SCOTTSDALE FDS | 6,735 | 359,000 | 0.28% | ||
| 22 | ISHARES TR | 3,886 | 327,000 | 0.26% | ||
| 23 | ISHARES TR | 2,471 | 271,000 | 0.21% | ||
| 24 | ISHARES TR | 2,043 | 214,000 | 0.17% | ||
| 25 | PIMCO ETF TRUST 1-5 US TIP IDX ETF | 4,139 | 213,000 | 0.17% | ||
| 26 | VANGUARD WHITEHALL FDS INC | 2,626 | 195,000 | 0.15% | ||
| 27 | CABOT CORP | 6,075 | 192,000 | 0.15% | ||
| 28 | ISHARES TR | 1,647 | 176,000 | 0.14% | ||
| 29 | ISHARES TR | 4,832 | 158,000 | 0.12% | ||
| 30 | ISHARES MSCI EAFE SMALL CAP IDX FD | 3,283 | 157,000 | 0.12% | ||
| 31 | ISHARES | 6,195 | 142,000 | 0.11% | ||
| 32 | VANGUARD INTL EQUITY INDEX F | 2,482 | 127,000 | 0.10% | ||
| 33 | VANGUARD INDEX FDS | 1,524 | 124,000 | 0.10% | ||
| 34 | S&P Developed Ex-U.S. Property Index Fund | 3,502 | 122,000 | 0.10% | ||
| 35 | BERKSHIRE HATHAWAY INC DEL | 926 | 121,000 | 0.09% | ||
| 36 | VANGUARD INDEX FDS | 958 | 93,000 | 0.07% | ||
| 37 | VANGUARD INTL EQUITY INDEX F | 1,689 | 93,000 | 0.07% | ||
| 38 | VANGUARD INDEX FDS | 1,014 | 89,000 | 0.07% | ||
| 39 | ISHARES TR | 742 | 81,000 | 0.06% | ||
| 40 | SCHWAB U.S. REIT ETF | 2,175 | 81,000 | 0.06% | ||
| 41 | SPDR SERIES TRUST FTSE INT GVT ETF | 1,336 | 70,000 | 0.05% | ||
| 42 | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 431 | 61,000 | 0.05% | ||
| 43 | GENERAL ELECTRIC CO | 1,836 | 46,000 | 0.04% | ||
| 44 | VANGUARD SCOTTSDALE FDS | 458 | 40,000 | 0.03% | ||
| 45 | ISHARES TR | 692 | 40,000 | 0.03% | ||
| 46 | VANGUARD INTL EQUITY INDEX F | 400 | 36,000 | 0.03% | ||
| 47 | SPDR SERIES TRUST | 997 | 36,000 | 0.03% | ||
| 48 | ISHARES TR | 446 | 32,000 | 0.03% | ||
| 49 | VANGUARD SPECIALIZED FUNDS | 415 | 31,000 | 0.02% | ||
| 50 | APPLE INC | 225 | 25,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001567738-15-000007, filed 2015.11.06).
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.
