| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 530,468 | 29,340,000 | 21.30% | ||
| 2 | ISHARES TR | 278,700 | 28,077,000 | 20.38% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 711,500 | 26,859,000 | 19.50% | ||
| 4 | ISHARES RUSSELL 3000 ETF | 151,679 | 17,275,000 | 12.54% | ||
| 5 | VANGUARD SCOTTSDALE FDS | 262,622 | 15,996,000 | 11.61% | ||
| 6 | SPDR S&P 500 ETF TR | 75,468 | 14,462,000 | 10.50% | ||
| 7 | VANGUARD BD INDEX FDS | 67,716 | 5,701,000 | 4.14% | ||
| 8 | VANGUARD INDEX FDS | 353 | 35,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-21-093883, filed 2021.07.20).
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.
