| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB US AGGREGATE BOND ETF | 1,032,264 | 55,402,000 | 38.10% | ||
| 2 | VANGUARD CHARLOTTE FDS | 539,888 | 30,255,000 | 20.80% | ||
| 3 | VANGUARD INDEX FDS | 66,729 | 13,258,000 | 9.12% | ||
| 4 | VANGUARD BD INDEX FDS | 110,579 | 9,304,000 | 6.40% | ||
| 5 | VANGUARD MALVERN FDS | 144,434 | 7,171,000 | 4.93% | ||
| 6 | VANGUARD INDEX FDS | 50,988 | 5,676,000 | 3.90% | ||
| 7 | VANGUARD INDEX FDS | 57,633 | 4,999,000 | 3.44% | ||
| 8 | SCHWAB US TIPS ETF | 53,112 | 3,032,000 | 2.08% | ||
| 9 | VANGUARD TAX-MANAGED FDS | 79,149 | 2,961,000 | 2.04% | ||
| 10 | VANGUARD INDEX FDS | 27,139 | 2,361,000 | 1.62% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 38,015 | 1,430,000 | 0.98% | ||
| 12 | ISHARES TR | 8,785 | 988,000 | 0.68% | ||
| 13 | SPDR S&P 500 ETF TR | 3,873 | 838,000 | 0.58% | ||
| 14 | VANGUARD INDEX FDS | 7,340 | 824,000 | 0.57% | ||
| 15 | ISHARES TR | 6,602 | 769,000 | 0.53% | ||
| 16 | VistaPrint NV | 7,480 | 757,000 | 0.52% | ||
| 17 | CABOT MICROELECTRONICS CP | 11,767 | 623,000 | 0.43% | ||
| 18 | iShares Barclays 0-5 Year TIPS | 4,447 | 450,000 | 0.31% | ||
| 19 | VANGUARD SCOTTSDALE FDS | 4,500 | 447,000 | 0.31% | ||
| 20 | CABOT CORP | 6,742 | 353,000 | 0.24% | ||
| 21 | ISHARES INC | 7,628 | 348,000 | 0.24% | ||
| 22 | VANGUARD SCOTTSDALE FDS | 5,735 | 309,000 | 0.21% | ||
| 23 | ISHARES TR | 2,447 | 276,000 | 0.19% | ||
| 24 | VANGUARD INDEX FDS | 2,121 | 259,000 | 0.18% | ||
| 25 | ISHARES TR | 1,719 | 215,000 | 0.15% | ||
| 26 | ISHARES TR | 1,647 | 204,000 | 0.14% | ||
| 27 | VANGUARD INTL EQUITY INDEX F | 3,548 | 199,000 | 0.14% | ||
| 28 | PIMCO ETF TRUST 1-5 US TIP IDX ETF | 3,093 | 163,000 | 0.11% | ||
| 29 | ISHARES TR | 4,044 | 151,000 | 0.10% | ||
| 30 | ISHARES TR | 1,582 | 150,000 | 0.10% | ||
| 31 | VANGUARD INTL EQUITY INDEX F | 2,418 | 147,000 | 0.10% | ||
| 32 | S&P Developed Ex-U.S. Property Index Fund | 2,979 | 113,000 | 0.08% | ||
| 33 | VANGUARD INDEX FDS | 1,120 | 105,000 | 0.07% | ||
| 34 | VANGUARD INDEX FDS | 1,014 | 101,000 | 0.07% | ||
| 35 | ISHARES MSCI EAFE SMALL CAP IDX FD | 1,871 | 98,000 | 0.07% | ||
| 36 | BERKSHIRE HATHAWAY INC DEL | 463 | 67,000 | 0.05% | ||
| 37 | SCHWAB U.S. REIT ETF | 1,267 | 54,000 | 0.04% | ||
| 38 | VANGUARD INDEX FDS | 446 | 41,000 | 0.03% | ||
| 39 | ISHARES TR | 446 | 38,000 | 0.03% | ||
| 40 | GENERAL ELECTRIC CO | 1,224 | 36,000 | 0.02% | ||
| 41 | ISHARES TR | 597 | 35,000 | 0.02% | ||
| 42 | SPDR SERIES TRUST FTSE INT GVT ETF | 480 | 27,000 | 0.02% | ||
| 43 | ROPER TECHNOLOGIES INC | 149 | 27,000 | 0.02% | ||
| 44 | TAKE-TWO INTERACTIVE SOFTWARE COM | 600 | 27,000 | 0.02% | ||
| 45 | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 152 | 25,000 | 0.02% | ||
| 46 | ISHARES TR | 112 | 24,000 | 0.02% | ||
| 47 | AMAZON COM INC | 25 | 21,000 | 0.01% | ||
| 48 | FACEBOOK INC | 125 | 16,000 | 0.01% | ||
| 49 | ISHARES TR | 125 | 15,000 | 0.01% | ||
| 50 | VANGUARD SPECIALIZED FUNDS | 177 | 15,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001567738-16-000014, filed 2016.11.14).
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.
