| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 292,380 | 55,125,000 | 28.02% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 1,003,540 | 35,987,000 | 18.29% | ||
| 3 | VANGUARD SCOTTSDALE FDS | 194,940 | 16,946,000 | 8.61% | ||
| 4 | VANGUARD BD INDEX FDS | 197,066 | 16,307,000 | 8.29% | ||
| 5 | VANGUARD INDEX FDS | 165,700 | 13,715,000 | 6.97% | ||
| 6 | VANGUARD CHARLOTTE FDS | 223,230 | 12,175,000 | 6.19% | ||
| 7 | SPDR SERIES TRUST | 280,226 | 9,598,000 | 4.88% | ||
| 8 | NXP SEMICONDUCTORS N V | 88,208 | 7,152,000 | 3.64% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 205,976 | 7,118,000 | 3.62% | ||
| 10 | VANGUARD MALVERN FDS | 112,640 | 5,533,000 | 2.81% | ||
| 11 | ISHARES TR | 132,800 | 3,851,000 | 1.96% | ||
| 12 | VANGUARD INDEX FDS | 36,870 | 3,088,000 | 1.57% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 56,332 | 3,016,000 | 1.53% | ||
| 14 | JPMORGAN CHASE & CO | 103,500 | 2,804,000 | 1.43% | ||
| 15 | Van Eck | 88,600 | 1,647,000 | 0.84% | ||
| 16 | VANGUARD WHITEHALL FDS INC | 20,700 | 1,593,000 | 0.81% | ||
| 17 | SUPERNUS PHARMACEUTICALS INC COM | 36,500 | 557,000 | 0.28% | ||
| 18 | NEW RELIC INC | 8,966 | 234,000 | 0.12% | ||
| 19 | ETSY INC | 24,822 | 216,000 | 0.11% | ||
| 20 | MeetMe, Inc. | 28,449 | 81,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-017242, filed 2016.05.16).
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.
