| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 194,092 | 36,598,000 | 38.45% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 767,693 | 27,545,000 | 28.94% | ||
| 3 | VANGUARD WHITEHALL FDS | 145,272 | 10,030,000 | 10.54% | ||
| 4 | VANGUARD INDEX FDS | 70,335 | 7,842,000 | 8.24% | ||
| 5 | VANGUARD INDEX FDS | 54,898 | 6,655,000 | 6.99% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 47,333 | 2,042,000 | 2.15% | ||
| 7 | VANGUARD BD INDEX FDS | 22,990 | 1,904,000 | 2.00% | ||
| 8 | ISHARES TR | 5,922 | 655,000 | 0.69% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 5,645 | 527,000 | 0.55% | ||
| 10 | VANGUARD SPECIALIZED FUNDS | 5,548 | 451,000 | 0.47% | ||
| 11 | VANGUARD INDEX FDS | 2,631 | 276,000 | 0.29% | ||
| 12 | VANGUARD BD INDEX FDS | 2,713 | 234,000 | 0.25% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 5,070 | 175,000 | 0.18% | ||
| 14 | VANGUARD INDEX FDS | 1,608 | 135,000 | 0.14% | ||
| 15 | SPDR S&P 500 ETF TR | 540 | 111,000 | 0.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001376474-16-000841, filed 2016.09.22).
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.
