| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 154,796 | 16,743,000 | 13.26% | ||
| 2 | VANGUARD INDEX FDS | 78,745 | 16,280,000 | 12.90% | ||
| 3 | VANGUARD BD INDEX FDS | 201,371 | 16,269,000 | 12.89% | ||
| 4 | VANGUARD CHARLOTTE FDS | 241,250 | 13,051,000 | 10.34% | ||
| 5 | VANGUARD SCOTTSDALE FDS | 114,365 | 9,791,000 | 7.76% | ||
| 6 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 112,253 | 9,755,000 | 7.73% | ||
| 7 | VANGUARD TAX-MANAGED FDS | 196,935 | 7,241,000 | 5.74% | ||
| 8 | VANGUARD INDEX FDS | 75,075 | 6,216,000 | 4.92% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 170,030 | 6,150,000 | 4.87% | ||
| 10 | VANGUARD INDEX FDS | 45,060 | 4,348,000 | 3.44% | ||
| 11 | JPMORGAN CHASE & CO | 127,610 | 4,050,000 | 3.21% | ||
| 12 | ISHARES INC | 75,608 | 3,244,000 | 2.57% | ||
| 13 | VANGUARD INDEX FDS | 34,585 | 3,238,000 | 2.56% | ||
| 14 | ISHARES TR | 23,150 | 3,138,000 | 2.49% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 57,416 | 2,863,000 | 2.27% | ||
| 16 | ISHARES TR | 45,790 | 1,366,000 | 1.08% | ||
| 17 | VANGUARD WHITEHALL FDS INC | 16,390 | 1,275,000 | 1.01% | ||
| 18 | VANECK VECTORS ETF TR | 7,020 | 1,223,000 | 0.97% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-002217, filed 2017.02.14).
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.
