| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 567,262 | 34,603,000 | 20.68% | ||
| 2 | ISHARES TR | 305,762 | 34,255,000 | 20.47% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 739,075 | 27,006,000 | 16.14% | ||
| 4 | VANGUARD INDEX FDS | 189,383 | 21,840,000 | 13.05% | ||
| 5 | ISHARES RUSSELL 3000 ETF | 158,385 | 21,062,000 | 12.58% | ||
| 6 | SPDR S&P 500 ETF TR | 79,078 | 17,676,000 | 10.56% | ||
| 7 | VANGUARD SCOTTSDALE FDS | 164,754 | 10,037,000 | 6.00% | ||
| 8 | VANGUARD BD INDEX FDS | 10,661 | 886,000 | 0.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-21-090122, filed 2021.07.08).
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.
