| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 387,000 | 44,629,000 | 28.31% | ||
| 2 | Royal Caribbean Cruises | 322,325 | 26,444,000 | 16.78% | ||
| 3 | VANGUARD WHITEHALL FDS | 290,000 | 21,973,000 | 13.94% | ||
| 4 | VANGUARD INDEX FDS | 94,750 | 12,219,000 | 7.75% | ||
| 5 | VANGUARD INTL EQUITY INDEX F | 240,000 | 11,506,000 | 7.30% | ||
| 6 | VANGUARD INDEX FDS | 132,500 | 10,935,000 | 6.94% | ||
| 7 | WISDOMTREE TR SMALLCAPDIVID FD | 108,755 | 8,996,000 | 5.71% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 220,135 | 7,876,000 | 5.00% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 116,000 | 6,742,000 | 4.28% | ||
| 10 | EMERG MKTS INCOME FUND WDTREE | 89,265 | 3,333,000 | 2.11% | ||
| 11 | ISHARES TR | 25,350 | 2,971,000 | 1.88% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-001247, filed 2017.02.09).
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.
