| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF | 179,063 | 35,578,000 | 35.57% | ||
| 2 | VANGUARD MSCI EAFE ETF | 753,594 | 28,192,000 | 28.19% | ||
| 3 | VANGUARD HIGH DVD YIELD ETF | 195,413 | 14,097,000 | 14.09% | ||
| 4 | VANGUARD SMALL CAP ETF | 68,105 | 8,321,000 | 8.32% | ||
| 5 | VANGUARD IND FD MID-CAP ETF | 51,601 | 6,679,000 | 6.68% | ||
| 6 | Vanguard FTSE All-World ex-US ETF | 48,454 | 2,201,000 | 2.20% | ||
| 7 | Vanguard Total Bond Market ETF | 22,998 | 1,935,000 | 1.93% | ||
| 8 | Vanguard FTSE All World Ex US Small Cap ETF | 8,768 | 873,000 | 0.87% | ||
| 9 | ISHARES RUSSELL 2000 INDEX ETF | 4,489 | 558,000 | 0.56% | ||
| 10 | VANGUARD INDEX FDS | 3,906 | 339,000 | 0.34% | ||
| 11 | VANGUARD DIVIDEND APPRC ETF | 3,900 | 327,000 | 0.33% | ||
| 12 | Vanguard FTSE Emerging Markets ETF | 7,905 | 297,000 | 0.30% | ||
| 13 | Vanguard Total Stock Market ETF | 2,643 | 294,000 | 0.29% | ||
| 14 | VANGUARD INTERMEDIATE-TERM BON | 2,746 | 241,000 | 0.24% | ||
| 15 | SPDR S&P 500 ETF TR | 414 | 90,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001376474-16-000874, filed 2016.10.25).
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.
