| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 567,262 | 32,725,000 | 19.75% | ||
| 2 | ISHARES TR | 295,129 | 30,212,000 | 18.23% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 822,588 | 30,107,000 | 18.17% | ||
| 4 | VANGUARD INDEX FDS | 189,383 | 19,851,000 | 11.98% | ||
| 5 | ISHARES RUSSELL 3000 ETF | 158,385 | 19,142,000 | 11.55% | ||
| 6 | SPDR S&P 500 ETF TR | 84,967 | 17,462,000 | 10.54% | ||
| 7 | VANGUARD SCOTTSDALE FDS | 250,609 | 15,300,000 | 9.23% | ||
| 8 | VANGUARD BD INDEX FDS | 10,696 | 920,000 | 0.56% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-21-092997, filed 2021.07.16).
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.
