| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 197,193 | 21,954,000 | 17.49% | ||
| 2 | ISHARES TR | 187,080 | 21,031,000 | 16.76% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 334,670 | 12,520,000 | 9.98% | ||
| 4 | VANGUARD SCOTTSDALE FDS | 122,353 | 9,856,000 | 7.85% | ||
| 5 | ISHARES TR | 98,696 | 9,372,000 | 7.47% | ||
| 6 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 70,369 | 7,836,000 | 6.24% | ||
| 7 | ISHARES TR | 48,910 | 6,505,000 | 5.18% | ||
| 8 | VANGUARD BD INDEX FDS | 61,467 | 5,607,000 | 4.47% | ||
| 9 | VANGUARD WORLD FD | 63,915 | 5,591,000 | 4.45% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 140,898 | 5,302,000 | 4.22% | ||
| 11 | ISHARES RUSSELL 1000 ETF | 36,588 | 4,407,000 | 3.51% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 63,785 | 3,583,000 | 2.85% | ||
| 13 | ISHARES TR | 55,662 | 2,757,000 | 2.20% | ||
| 14 | SELECT SECTOR SPDR TR | 47,253 | 2,468,000 | 1.97% | ||
| 15 | ISHARES TR | 34,879 | 1,923,000 | 1.53% | ||
| 16 | ISHARES INC | 29,363 | 1,339,000 | 1.07% | ||
| 17 | ISHARES TR | 10,699 | 1,206,000 | 0.96% | ||
| 18 | ISHARES TR | 7,389 | 899,000 | 0.72% | ||
| 19 | ISHARES TR | 11,308 | 552,000 | 0.44% | ||
| 20 | NORTHROP GRUMMAN CORP | 1,405 | 301,000 | 0.24% | ||
| 21 | APPLE COMPUTER INC | 2,520 | 285,000 | 0.23% | ||
| 22 | VERIZON COMMUNICATIONS INC | 4,100 | 213,000 | 0.17% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001635342-16-000012, filed 2016.10.11).
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.
