| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 219,593 | 17,557,000 | 16.49% | ||
| 2 | VANGUARD INDEX FDS | 148,963 | 15,790,000 | 14.83% | ||
| 3 | VANGUARD SCOTTSDALE FDS | 174,319 | 13,881,000 | 13.04% | ||
| 4 | VANGUARD TAX-MANAGED FDS | 279,748 | 10,597,000 | 9.95% | ||
| 5 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 65,945 | 7,209,000 | 6.77% | ||
| 6 | ISHARES TR | 44,155 | 5,644,000 | 5.30% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 134,719 | 5,391,000 | 5.06% | ||
| 8 | ISHARES RUSSELL 1000 ETF | 43,298 | 4,963,000 | 4.66% | ||
| 9 | VANGUARD SPECIALIZED FUNDS | 59,860 | 4,858,000 | 4.56% | ||
| 10 | VANGUARD WORLD FD | 58,329 | 4,740,000 | 4.45% | ||
| 11 | ISHARES RUSSELL 3000 ETF | 26,813 | 3,279,000 | 3.08% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 60,791 | 3,186,000 | 2.99% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 50,218 | 2,688,000 | 2.52% | ||
| 14 | ISHARES TR | 46,672 | 2,486,000 | 2.34% | ||
| 15 | ISHARES TR | 37,567 | 1,598,000 | 1.50% | ||
| 16 | ISHARES TR | 8,698 | 971,000 | 0.91% | ||
| 17 | ISHARES TR | 9,424 | 748,000 | 0.70% | ||
| 18 | ISHARES TR | 10,955 | 641,000 | 0.60% | ||
| 19 | ISHARES TR | 2,734 | 231,000 | 0.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001635342-15-000002, filed 2015.03.10).
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.
