| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 567,262 | 32,941,000 | 19.58% | ||
| 2 | ISHARES TR | 296,680 | 31,564,000 | 18.76% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 802,336 | 29,670,000 | 17.64% | ||
| 4 | VANGUARD INDEX FDS | 189,388 | 20,295,000 | 12.07% | ||
| 5 | ISHARES RUSSELL 3000 ETF | 158,385 | 19,643,000 | 11.68% | ||
| 6 | SPDR S&P 500 ETF TR | 84,965 | 17,798,000 | 10.58% | ||
| 7 | VANGUARD SCOTTSDALE FDS | 251,222 | 15,360,000 | 9.13% | ||
| 8 | VANGUARD BD INDEX FDS | 10,706 | 939,000 | 0.56% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-21-092477, filed 2021.07.15).
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.
