| # | % | |||||
|---|---|---|---|---|---|---|
| 451 | ISHARES TR | 25,893 | 2,405,000 | 1.02% | ||
| 452 | VANGUARD INDEX FDS | 25,693 | 2,463,000 | 1.05% | ||
| 453 | VANGUARD BD INDEX FDS | 30,465 | 2,469,000 | 1.05% | ||
| 454 | VANGUARD BD INDEX FDS | 29,320 | 2,472,000 | 1.05% | ||
| 455 | CHEVRON CORP NEW | 25,240 | 2,641,000 | 1.12% | ||
| 456 | ISHARES COHEN & STEERS REIT ETF | 25,304 | 2,738,000 | 1.16% | ||
| 457 | APPLE INC | 29,566 | 2,822,000 | 1.20% | ||
| 458 | SCHWAB US TIPS ETF | 50,776 | 2,868,000 | 1.22% | ||
| 459 | WELLS FARGO & CO NEW | 60,769 | 2,874,000 | 1.22% | ||
| 460 | VANGUARD WHITEHALL FDS | 40,690 | 2,908,000 | 1.23% | ||
| 461 | ISHARES TR | 19,682 | 2,940,000 | 1.25% | ||
| 462 | VANGUARD INDEX FDS | 36,494 | 3,102,000 | 1.32% | ||
| 463 | VANGUARD ADMIRAL FDS INC | 36,120 | 3,232,000 | 1.37% | ||
| 464 | SCHWAB U.S. MID-CAP ETF | 86,534 | 3,635,000 | 1.54% | ||
| 465 | SCHWAB U.S. SMALL-CAP ETF | 68,231 | 3,687,000 | 1.57% | ||
| 466 | VANGUARD INDEX FDS | 22,351 | 4,292,000 | 1.82% | ||
| 467 | ISHARES TR | 50,649 | 4,321,000 | 1.83% | ||
| 468 | SCHWAB INTERNATIONAL EQUITY ETF | 162,924 | 4,417,000 | 1.88% | ||
| 469 | VANGUARD INDEX FDS | 48,014 | 5,056,000 | 2.15% | ||
| 470 | VANGUARD INDEX FDS | 58,578 | 5,194,000 | 2.20% | ||
| 471 | BERKSHIRE HATHAWAY INC DEL | 40,572 | 5,866,000 | 2.49% | ||
| 472 | VANGUARD INDEX FDS | 66,355 | 6,761,000 | 2.87% | ||
| 473 | ISHARES TR | 57,184 | 7,018,000 | 2.98% | ||
| 474 | VANGUARD TAX-MANAGED FDS | 199,015 | 7,035,000 | 2.99% | ||
| 475 | VANGUARD WORLD FD | 145,703 | 8,969,000 | 3.81% | ||
| 476 | VANGUARD INDEX FDS | 108,570 | 9,671,000 | 4.11% | ||
| 477 | VANGUARD WORLD FD | 124,288 | 10,373,000 | 4.40% |
Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001599868-16-000008, filed 2016.08.05).
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.
