| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 229,779 | 43,290,000 | 25.81% | ||
| 2 | VANGUARD BD INDEX FDS | 525,211 | 43,262,000 | 25.79% | ||
| 3 | VANGUARD STAR FDS | 391,714 | 18,935,000 | 11.29% | ||
| 4 | VANGUARD WORLD FD | 142,437 | 15,899,000 | 9.48% | ||
| 5 | VANGUARD CHARLOTTE FDS | 248,170 | 13,180,000 | 7.86% | ||
| 6 | SPDR S&P MIDCAP 400 ETF TR | 43,739 | 11,546,000 | 6.88% | ||
| 7 | VANGUARD INDEX FDS | 51,343 | 5,990,000 | 3.57% | ||
| 8 | VANGUARD INDEX FDS | 72,267 | 5,854,000 | 3.49% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 121,608 | 4,867,000 | 2.90% | ||
| 10 | Hewlett Packard Co | 49,172 | 1,973,000 | 1.18% | ||
| 11 | VANGUARD BD INDEX FDS | 12,511 | 1,000,000 | 0.60% | ||
| 12 | EXXON MOBIL CORP | 10,418 | 963,000 | 0.57% | ||
| 13 | KINDER MORGAN INC DEL | 12,192 | 516,000 | 0.31% | ||
| 14 | GENERAL ELECTRIC CO | 17,997 | 455,000 | 0.27% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-015102, filed 2016.12.01).
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.
