| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | VANGUARD SCOTTSDALE FDS | 25,635 | 2,072,000 | 1.64% | ||
| 102 | PIMCO 0-5 YEAR HIGH YIELD CORP | 23,180 | 2,245,000 | 1.78% | ||
| 103 | VANGUARD INDEX FDS | 26,160 | 2,507,000 | 1.99% | ||
| 104 | PIMCO ETF TR | 23,984 | 2,575,000 | 2.04% | ||
| 105 | JOHNSON & JOHNSON | 22,441 | 2,722,000 | 2.16% | ||
| 106 | ISHARES MSCI EAFE SMALL CAP IDX FD | 68,200 | 3,291,000 | 2.61% | ||
| 107 | SPDR DOW JONES INDL AVRG ETF | 19,330 | 3,460,000 | 2.74% | ||
| 108 | SPDR S&P MIDCAP 400 ETF TR | 16,300 | 4,437,000 | 3.52% | ||
| 109 | VANGUARD INTL EQUITY INDEX F | 103,598 | 4,439,000 | 3.52% | ||
| 110 | VANGUARD INDEX FDS | 47,331 | 5,475,000 | 4.34% | ||
| 111 | SPDR S&P 500 ETF TR | 28,321 | 5,933,000 | 4.70% | ||
| 112 | VANGUARD WHITEHALL FDS | 88,794 | 6,345,000 | 5.03% | ||
| 113 | VANGUARD TAX-MANAGED FDS | 182,790 | 6,463,000 | 5.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001631864-16-000007, filed 2016.08.05).
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.
