| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | 3M CO | 17,799 | 2,966,000 | 1.48% | ||
| 102 | APPLE INC | 31,824 | 3,469,000 | 1.73% | ||
| 103 | ISHARES TR | 32,695 | 3,705,000 | 1.85% | ||
| 104 | FACEBOOK INC | 32,602 | 3,720,000 | 1.86% | ||
| 105 | SCHWAB INTERNATIONAL EQUITY ETF | 147,386 | 3,996,000 | 1.99% | ||
| 106 | SPDR S&P 500 ETF TR | 21,309 | 4,380,000 | 2.19% | ||
| 107 | VANGUARD INTL EQUITY INDEX F | 119,859 | 6,915,000 | 3.45% | ||
| 108 | VANGUARD INDEX FDS | 91,678 | 8,619,000 | 4.30% | ||
| 109 | ISHARES MSCI EAFE SMALL CAP IDX FD | 190,987 | 9,511,000 | 4.75% | ||
| 110 | VANGUARD INDEX FDS | 155,728 | 15,866,000 | 7.92% | ||
| 111 | VANGUARD TAX-MANAGED FDS | 543,388 | 19,497,000 | 9.73% | ||
| 112 | ISHARES TR | 197,772 | 22,263,000 | 11.11% | ||
| 113 | ISHARES TR | 182,634 | 37,741,000 | 18.84% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001611518-16-000006, filed 2016.05.12).
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.
