| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | ISHARES TR | 15,345 | 1,623,000 | 1.23% | ||
| 102 | JPMORGAN CHASE & CO | 24,928 | 1,660,000 | 1.26% | ||
| 103 | VANGUARD INDEX FDS | 21,370 | 1,854,000 | 1.41% | ||
| 104 | VANGUARD SCOTTSDALE FDS | 24,130 | 1,944,000 | 1.47% | ||
| 105 | SPDR Barclays Capital Conv S | 42,115 | 1,952,000 | 1.48% | ||
| 106 | MICROSOFT CORP | 34,881 | 2,009,000 | 1.52% | ||
| 107 | ISHARES TR | 18,210 | 2,053,000 | 1.56% | ||
| 108 | VANGUARD BD INDEX FDS | 25,387 | 2,136,000 | 1.62% | ||
| 109 | PIMCO 0-5 YEAR HIGH YIELD CORP | 22,830 | 2,272,000 | 1.72% | ||
| 110 | PIMCO ETF TR | 23,434 | 2,530,000 | 1.92% | ||
| 111 | VANGUARD INDEX FDS | 26,085 | 2,587,000 | 1.96% | ||
| 112 | JOHNSON & JOHNSON | 22,131 | 2,614,000 | 1.98% | ||
| 113 | SPDR DOW JONES INDL AVRG ETF | 18,330 | 3,350,000 | 2.54% | ||
| 114 | ISHARES MSCI EAFE SMALL CAP IDX FD | 73,935 | 3,875,000 | 2.94% | ||
| 115 | VANGUARD INTL EQUITY INDEX F | 98,789 | 4,488,000 | 3.40% | ||
| 116 | SPDR S&P MIDCAP 400 ETF TR | 16,775 | 4,735,000 | 3.59% | ||
| 117 | VANGUARD INDEX FDS | 47,571 | 5,812,000 | 4.40% | ||
| 118 | SPDR S&P 500 ETF TR | 27,505 | 5,949,000 | 4.51% | ||
| 119 | VANGUARD TAX-MANAGED FDS | 173,480 | 6,490,000 | 4.92% | ||
| 120 | VANGUARD WHITEHALL FDS | 94,819 | 6,840,000 | 5.18% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001631864-16-000008, filed 2016.11.04).
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.
