| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 250,190 | 46,798,000 | 26.41% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 953,750 | 35,049,000 | 19.78% | ||
| 3 | VANGUARD SCOTTSDALE FDS | 201,370 | 16,891,000 | 9.53% | ||
| 4 | VANGUARD BD INDEX FDS | 202,276 | 16,300,000 | 9.20% | ||
| 5 | VANGUARD INDEX FDS | 157,170 | 13,171,000 | 7.43% | ||
| 6 | SPDR SERIES TRUST | 281,696 | 9,502,000 | 5.36% | ||
| 7 | VANGUARD CHARLOTTE FDS | 167,500 | 8,826,000 | 4.98% | ||
| 8 | VANGUARD INDEX FDS | 66,220 | 7,046,000 | 3.98% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 210,826 | 6,896,000 | 3.89% | ||
| 10 | VANGUARD MALVERN FDS | 114,630 | 5,523,000 | 3.12% | ||
| 11 | ISHARES TR | 132,800 | 3,757,000 | 2.12% | ||
| 12 | JPMORGAN CHASE & CO | 103,500 | 2,998,000 | 1.69% | ||
| 13 | VANGUARD WHITEHALL FDS INC | 20,700 | 1,525,000 | 0.86% | ||
| 14 | Van Eck | 88,600 | 1,498,000 | 0.85% | ||
| 15 | SUPERNUS PHARMACEUTICALS INC COM | 77,419 | 1,040,000 | 0.59% | ||
| 16 | ETSY INC | 24,822 | 205,000 | 0.12% | ||
| 17 | BENEFITFOCUS INC | 4,004 | 146,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-015139, filed 2016.02.16).
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.
