| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 257,113 | 48,553,000 | 29.53% | ||
| 2 | VANGUARD BD INDEX FDS | 560,149 | 46,604,000 | 28.34% | ||
| 3 | VANGUARD STAR FDS | 417,123 | 20,994,000 | 12.77% | ||
| 4 | VANGUARD CHARLOTTE FDS | 267,865 | 14,028,000 | 8.53% | ||
| 5 | SPDR S&P MIDCAP 400 ETF TR | 47,492 | 12,975,000 | 7.89% | ||
| 6 | VANGUARD INDEX FDS | 56,966 | 6,920,000 | 4.21% | ||
| 7 | VANGUARD INDEX FDS | 68,166 | 5,091,000 | 3.10% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 118,013 | 4,824,000 | 2.93% | ||
| 9 | Hewlett Packard Co | 49,172 | 1,476,000 | 0.90% | ||
| 10 | VANGUARD BD INDEX FDS | 14,551 | 1,167,000 | 0.71% | ||
| 11 | EXXON MOBIL CORP | 10,418 | 867,000 | 0.53% | ||
| 12 | GENERAL ELECTRIC CO | 18,003 | 478,000 | 0.29% | ||
| 13 | KINDER MORGAN INC DEL | 12,192 | 468,000 | 0.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-015104, 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.
