| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 567,262 | 34,518,000 | 19.81% | ||
| 2 | ISHARES TR | 293,828 | 32,295,000 | 18.54% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 872,929 | 31,391,000 | 18.02% | ||
| 4 | VANGUARD INDEX FDS | 189,383 | 21,084,000 | 12.10% | ||
| 5 | ISHARES RUSSELL 3000 ETF | 158,385 | 20,303,000 | 11.65% | ||
| 6 | SPDR S&P 500 ETF TR | 84,967 | 18,378,000 | 10.55% | ||
| 7 | VANGUARD SCOTTSDALE FDS | 251,722 | 15,302,000 | 8.78% | ||
| 8 | VANGUARD BD INDEX FDS | 11,176 | 935,000 | 0.54% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-21-092000, filed 2021.07.14).
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.
