| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 201,371 | 16,328,000 | 12.89% | ||
| 2 | VANGUARD INDEX FDS | 74,420 | 16,101,000 | 12.71% | ||
| 3 | ISHARES TR | 122,985 | 13,349,000 | 10.54% | ||
| 4 | VANGUARD CHARLOTTE FDS | 240,860 | 13,037,000 | 10.29% | ||
| 5 | VANGUARD SCOTTSDALE FDS | 109,965 | 9,498,000 | 7.50% | ||
| 6 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 100,538 | 8,804,000 | 6.95% | ||
| 7 | VANGUARD TAX-MANAGED FDS | 182,585 | 7,175,000 | 5.66% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 159,085 | 6,319,000 | 4.99% | ||
| 9 | VANGUARD INDEX FDS | 73,840 | 6,099,000 | 4.81% | ||
| 10 | VANGUARD INDEX FDS | 43,995 | 4,395,000 | 3.47% | ||
| 11 | JPMORGAN CHASE & CO | 113,715 | 3,673,000 | 2.90% | ||
| 12 | ISHARES TR | 31,086 | 3,267,000 | 2.58% | ||
| 13 | ISHARES TR | 23,813 | 3,240,000 | 2.56% | ||
| 14 | VANGUARD INDEX FDS | 33,345 | 3,180,000 | 2.51% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 57,196 | 3,047,000 | 2.41% | ||
| 16 | ISHARES INC | 45,419 | 2,185,000 | 1.72% | ||
| 17 | ISHARES TR | 19,091 | 2,168,000 | 1.71% | ||
| 18 | ISHARES TR | 41,880 | 1,318,000 | 1.04% | ||
| 19 | VANGUARD WHITEHALL FDS INC | 16,390 | 1,305,000 | 1.03% | ||
| 20 | VANECK VECTORS ETF TR | 70,020 | 1,296,000 | 1.02% | ||
| 21 | POWERSHARES ETF TRUST II | 38,790 | 903,000 | 0.71% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-005202, filed 2017.05.15).
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.
