| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 166,920 | 18,291,000 | 17.18% | ||
| 2 | VANGUARD INDEX FDS | 180,479 | 17,817,000 | 16.74% | ||
| 3 | VANGUARD SCOTTSDALE FDS | 178,286 | 14,211,000 | 13.35% | ||
| 4 | VANGUARD TAX-MANAGED FDS | 322,408 | 11,491,000 | 10.80% | ||
| 5 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 65,283 | 7,090,000 | 6.66% | ||
| 6 | ISHARES TR | 45,657 | 5,266,000 | 4.95% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 140,896 | 4,662,000 | 4.38% | ||
| 8 | VANGUARD WORLD FD | 58,501 | 4,549,000 | 4.27% | ||
| 9 | ISHARES RUSSELL 1000 ETF | 34,534 | 3,697,000 | 3.47% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 70,315 | 3,458,000 | 3.25% | ||
| 11 | ISHARES RUSSELL 3000 ETF | 29,371 | 3,345,000 | 3.14% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 56,236 | 2,866,000 | 2.69% | ||
| 13 | SELECT SECTOR SPDR TR | 42,382 | 2,594,000 | 2.44% | ||
| 14 | ISHARES TR | 43,506 | 2,125,000 | 2.00% | ||
| 15 | ISHARES TR | 38,207 | 1,521,000 | 1.43% | ||
| 16 | US BANCORP DEL | 21,476 | 881,000 | 0.83% | ||
| 17 | ISHARES TR | 7,983 | 861,000 | 0.81% | ||
| 18 | ISHARES TR | 13,079 | 705,000 | 0.66% | ||
| 19 | ISHARES INC | 10,000 | 399,000 | 0.37% | ||
| 20 | NORTHROP GRUMMAN CORP | 1,995 | 331,000 | 0.31% | ||
| 21 | APPLE INC | 2,520 | 278,000 | 0.26% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001635342-15-000007, filed 2015.10.15).
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.
