| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 507,500 | 51,648,000 | 28.73% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 560,500 | 33,602,000 | 18.69% | ||
| 3 | ALPS ETF TR ALERIAN MLP | 952,500 | 18,097,000 | 10.07% | ||
| 4 | VANGUARD INDEX FDS | 120,000 | 14,054,000 | 7.82% | ||
| 5 | VANGUARD WHITEHALL FDS | 199,500 | 13,230,000 | 7.36% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 180,000 | 11,203,000 | 6.23% | ||
| 7 | ISHARES TR | 86,500 | 10,316,000 | 5.74% | ||
| 8 | VANGUARD INDEX FDS | 119,000 | 8,906,000 | 4.95% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 172,500 | 7,440,000 | 4.14% | ||
| 10 | WISDOMTREE TR SMALLCAPDIVID FD | 102,000 | 7,143,000 | 3.97% | ||
| 11 | EMERG MKTS INCOME FUND WDTREE | 45,000 | 2,333,000 | 1.30% | ||
| 12 | ISHARES MSCI ACWI EX US IDX FD | 37,500 | 1,801,000 | 1.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-032151, filed 2014.08.13).
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.
