| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | MORGAN STANLEY | 27,500 | 875,000 | 0.81% | ||
| 52 | AMERICAN CAP LTD | 64,210 | 885,000 | 0.82% | ||
| 53 | PEPSICO INC | 9,400 | 939,000 | 0.87% | ||
| 54 | TFS FINL CORP | 49,860 | 939,000 | 0.87% | ||
| 55 | DISH NETWORK A | 16,500 | 943,000 | 0.87% | ||
| 56 | TWENTY FIRST CENTY FOX INC | 38,150 | 1,039,000 | 0.96% | ||
| 57 | SPDR SERIES TRUST | 30,771 | 1,041,000 | 0.96% | ||
| 58 | MONDELEZ INTL INC | 23,800 | 1,067,000 | 0.99% | ||
| 59 | SPDR INDEX SHS FDS | 31,288 | 1,077,000 | 1.00% | ||
| 60 | UNITEDHEALTH GROUP INC | 9,300 | 1,094,000 | 1.01% | ||
| 61 | ECOLAB INC | 10,300 | 1,178,000 | 1.09% | ||
| 62 | AMAZON COM INC | 2,160 | 1,460,000 | 1.35% | ||
| 63 | LIBERTY GLOBAL PLC | 37,000 | 1,508,000 | 1.40% | ||
| 64 | CITIGROUPINC | 29,300 | 1,516,000 | 1.40% | ||
| 65 | AON PLC | 16,700 | 1,540,000 | 1.43% | ||
| 66 | ALPHABET INC | 2,142 | 1,626,000 | 1.50% | ||
| 67 | BERKSHIRE HATHAWAY INC DEL | 14,150 | 1,868,000 | 1.73% | ||
| 68 | ORACLE CORP | 52,100 | 1,903,000 | 1.76% | ||
| 69 | MICROSOFT CORP | 37,800 | 2,097,000 | 1.94% | ||
| 70 | VANGUARD INTL EQUITY INDEX F | 91,806 | 3,003,000 | 2.78% | ||
| 71 | ISHARES MSCI SPAN CP ETF | 109,791 | 3,104,000 | 2.87% | ||
| 72 | VANGUARD INDEX FDS | 46,917 | 5,193,000 | 4.81% | ||
| 73 | VANGUARD TAX-MANAGED FDS | 520,252 | 19,104,000 | 17.68% | ||
| 74 | VANGUARD INDEX FDS | 160,920 | 30,081,000 | 27.84% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568280-16-000007, filed 2016.02.16).
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.
