| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 547,754 | 45,666,000 | 26.77% | ||
| 2 | VANGUARD INDEX FDS | 225,628 | 42,689,000 | 25.03% | ||
| 3 | VANGUARD STAR FDS | 390,528 | 19,663,000 | 11.53% | ||
| 4 | VANGUARD WORLD FD | 140,226 | 15,324,000 | 8.98% | ||
| 5 | VANGUARD CHARLOTTE FDS | 265,669 | 14,370,000 | 8.42% | ||
| 6 | SPDR S&P MIDCAP 400 ETF TR | 41,367 | 11,468,000 | 6.72% | ||
| 7 | VANGUARD INDEX FDS | 49,686 | 6,089,000 | 3.57% | ||
| 8 | VANGUARD INDEX FDS | 69,081 | 5,824,000 | 3.41% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 118,688 | 4,851,000 | 2.84% | ||
| 10 | Hewlett Packard Co | 49,172 | 1,532,000 | 0.90% | ||
| 11 | VANGUARD BD INDEX FDS | 15,582 | 1,255,000 | 0.74% | ||
| 12 | EXXON MOBIL CORP | 10,418 | 886,000 | 0.52% | ||
| 13 | KINDER MORGAN INC DEL | 12,192 | 513,000 | 0.30% | ||
| 14 | GENERAL ELECTRIC CO | 18,000 | 447,000 | 0.26% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-015103, 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.
