| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 153,163 | 33,129,000 | 31.56% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 621,982 | 23,268,000 | 22.17% | ||
| 3 | ISHARES TR S&P 100 ETF | 218,790 | 20,988,000 | 19.99% | ||
| 4 | ISHARES TR | 118,726 | 11,560,000 | 11.01% | ||
| 5 | VANGUARD INDEX FDS | 127,377 | 11,082,000 | 10.56% | ||
| 6 | ISHARES TR | 79,100 | 2,962,000 | 2.82% | ||
| 7 | ISHARES GOLD TRUST ISHARES ETF | 84,511 | 1,072,000 | 1.02% | ||
| 8 | VANGUARD INDEX FDS | 3,064 | 374,000 | 0.36% | ||
| 9 | VANGUARD INDEX FDS | 1,378 | 274,000 | 0.26% | ||
| 10 | SPDR GOLD TR | 2,121 | 266,000 | 0.25% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001599749-16-000010, filed 2016.11.10).
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.
