| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 530,468 | 30,566,000 | 21.26% | ||
| 2 | ISHARES TR | 322,817 | 29,922,000 | 20.81% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 823,112 | 27,673,000 | 19.25% | ||
| 4 | ISHARES RUSSELL 3000 ETF | 158,385 | 19,055,000 | 13.25% | ||
| 5 | VANGUARD SCOTTSDALE FDS | 299,272 | 18,298,000 | 12.73% | ||
| 6 | SPDR S&P 500 ETF TR | 84,967 | 17,322,000 | 12.05% | ||
| 7 | VANGUARD BD INDEX FDS | 10,515 | 897,000 | 0.62% | ||
| 8 | VANGUARD INDEX FDS | 353 | 37,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-21-093519, filed 2021.07.19).
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.
