| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX MANAGED INTL FD | 1,128,751 | 48,072,000 | 26.08% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 748,365 | 46,570,000 | 25.27% | ||
| 3 | ISHARES TR RUSSELL1000VAL | 299,889 | 30,369,000 | 16.48% | ||
| 4 | ISHARES TR | 205,188 | 24,158,000 | 13.11% | ||
| 5 | SPDR S&P 500 ETF TR TR UNIT | 86,055 | 16,843,000 | 9.14% | ||
| 6 | ISHARES TR JP MOR EM MK ETF | 69,998 | 8,069,000 | 4.38% | ||
| 7 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 56,435 | 4,779,000 | 2.59% | ||
| 8 | ISHARES GOLD TRUST | 354,876 | 4,571,000 | 2.48% | ||
| 9 | VANGUARD SPECIALIZED PORTFOL | 5,584 | 435,000 | 0.24% | ||
| 10 | VANGUARD SHORT TERM BOND ETF | 3,701 | 297,000 | 0.16% | ||
| 11 | VANGUARD TOTAL STOCK MARKET ETF | 783 | 80,000 | 0.04% | ||
| 12 | VANGUARD WHITEHALL FDS INC | 732 | 49,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-21-098246, filed 2021.07.30).
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.
