| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | ISHARES RUSSELL 3000 ETF | 9,033 | 1,120,000 | 0.60% | ||
| 102 | VANGUARD INDEX FDS | 12,707 | 1,544,000 | 0.83% | ||
| 103 | VARIAN MED SYS INC | 19,651 | 1,657,000 | 0.89% | ||
| 104 | VANGUARD INDEX FDS | 20,434 | 1,703,000 | 0.92% | ||
| 105 | BERKSHIRE HATHAWAY INC DEL | 15,333 | 2,087,000 | 1.12% | ||
| 106 | FACEBOOK INC | 24,335 | 2,087,000 | 1.12% | ||
| 107 | ISHARES TR | 19,556 | 2,303,000 | 1.24% | ||
| 108 | APPLE INC | 27,256 | 3,418,000 | 1.84% | ||
| 109 | SCHWAB INTERNATIONAL EQUITY ETF | 120,635 | 3,676,000 | 1.98% | ||
| 110 | SPDR S&P 500 ETF TR | 22,647 | 4,662,000 | 2.51% | ||
| 111 | VANGUARD INDEX FDS | 67,658 | 6,415,000 | 3.45% | ||
| 112 | VANGUARD INTL EQUITY INDEX F | 125,375 | 7,713,000 | 4.15% | ||
| 113 | ISHARES MSCI EAFE SMALL CAP IDX FD | 152,818 | 7,797,000 | 4.19% | ||
| 114 | VANGUARD INDEX FDS | 138,402 | 14,921,000 | 8.02% | ||
| 115 | VANGUARD TAX-MANAGED FDS | 513,905 | 20,376,000 | 10.95% | ||
| 116 | ISHARES TR | 174,076 | 20,520,000 | 11.03% | ||
| 117 | ISHARES TR | 169,877 | 35,202,000 | 18.92% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001611518-15-000003, filed 2015.08.06).
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.
