| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 182,066 | 34,993,000 | 37.25% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 748,446 | 26,465,000 | 28.17% | ||
| 3 | VANGUARD WHITEHALL FDS | 146,171 | 10,445,000 | 11.12% | ||
| 4 | VANGUARD INDEX FDS | 70,411 | 8,145,000 | 8.67% | ||
| 5 | VANGUARD INDEX FDS | 54,852 | 6,781,000 | 7.22% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 48,454 | 2,076,000 | 2.21% | ||
| 7 | VANGUARD BD INDEX FDS | 22,990 | 1,938,000 | 2.06% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 8,768 | 816,000 | 0.87% | ||
| 9 | ISHARES TR | 4,793 | 551,000 | 0.59% | ||
| 10 | VANGUARD SPECIALIZED FUNDS | 3,887 | 324,000 | 0.34% | ||
| 11 | VANGUARD INDEX FDS | 3,516 | 312,000 | 0.33% | ||
| 12 | VANGUARD INDEX FDS | 2,633 | 282,000 | 0.30% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 7,905 | 278,000 | 0.30% | ||
| 14 | VANGUARD BD INDEX FDS | 2,729 | 240,000 | 0.26% | ||
| 15 | ISHARES TR | 4,165 | 166,000 | 0.18% | ||
| 16 | SPDR S&P 500 ETF TR | 540 | 113,000 | 0.12% | ||
| 17 | ISHARES TR | 593 | 20,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001376474-16-000842, 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.
