| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 195,331 | 20,932,000 | 18.35% | ||
| 2 | ISHARES TR | 177,731 | 20,015,000 | 17.55% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 325,453 | 11,508,000 | 10.09% | ||
| 4 | VANGUARD SCOTTSDALE FDS | 121,016 | 9,783,000 | 8.58% | ||
| 5 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 67,616 | 7,523,000 | 6.60% | ||
| 6 | ISHARES TR | 48,601 | 6,223,000 | 5.46% | ||
| 7 | VANGUARD BD INDEX FDS | 62,221 | 5,701,000 | 5.00% | ||
| 8 | VANGUARD WORLD FD | 62,772 | 5,239,000 | 4.59% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 141,003 | 4,968,000 | 4.36% | ||
| 10 | ISHARES RUSSELL 1000 ETF | 36,480 | 4,264,000 | 3.74% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 62,429 | 3,375,000 | 2.96% | ||
| 12 | ISHARES RUSSELL 3000 ETF | 42,036 | 2,869,000 | 2.52% | ||
| 13 | ISHARES TR | 25,806 | 2,458,000 | 2.16% | ||
| 14 | SELECT SECTOR SPDR TR | 47,034 | 2,303,000 | 2.02% | ||
| 15 | ISHARES TR | 31,418 | 1,630,000 | 1.43% | ||
| 16 | ISHARES INC | 29,258 | 1,224,000 | 1.07% | ||
| 17 | ISHARES TR | 9,712 | 1,106,000 | 0.97% | ||
| 18 | ISHARES TR | 7,516 | 876,000 | 0.77% | ||
| 19 | VANGUARD WORLD FD | 6,302 | 599,000 | 0.53% | ||
| 20 | ISHARES TR | 10,575 | 519,000 | 0.46% | ||
| 21 | NORTHROP GRUMMAN CORP | 1,995 | 443,000 | 0.39% | ||
| 22 | APPLE COMPUTER INC | 2,665 | 255,000 | 0.22% | ||
| 23 | VERIZON COMMUNICATIONS INC | 4,275 | 239,000 | 0.21% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001635342-16-000011, filed 2016.07.12).
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.
