| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 261,950 | 48,966,000 | 30.00% | ||
| 2 | VANGUARD BD INDEX FDS | 594,588 | 48,019,000 | 29.42% | ||
| 3 | VANGUARD STAR FDS | 425,195 | 19,181,000 | 11.75% | ||
| 4 | VANGUARD CHARLOTTE FDS | 288,614 | 15,262,000 | 9.35% | ||
| 5 | SPDR S&P MIDCAP 400 ETF TR | 49,528 | 12,582,000 | 7.71% | ||
| 6 | VANGUARD INDEX FDS | 58,533 | 6,476,000 | 3.97% | ||
| 7 | VANGUARD INDEX FDS | 65,671 | 5,236,000 | 3.21% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 122,723 | 4,014,000 | 2.46% | ||
| 9 | VANGUARD BD INDEX FDS | 14,941 | 1,189,000 | 0.73% | ||
| 10 | EXXON MOBIL CORP | 10,018 | 781,000 | 0.48% | ||
| 11 | GENERAL ELECTRIC CO | 17,808 | 555,000 | 0.34% | ||
| 12 | HEWLETT PACKARD ENTERPRISE C | 28,172 | 428,000 | 0.26% | ||
| 13 | Hewlett Packard Co | 28,172 | 334,000 | 0.20% | ||
| 14 | KINDER MORGAN INC DEL | 12,192 | 182,000 | 0.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-015106, 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.
