| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 592,552 | 50,224,000 | 29.22% | ||
| 2 | VANGUARD INDEX FDS | 266,233 | 50,201,000 | 29.21% | ||
| 3 | VANGUARD STAR FDS | 438,646 | 19,704,000 | 11.46% | ||
| 4 | VANGUARD CHARLOTTE FDS | 289,079 | 15,766,000 | 9.17% | ||
| 5 | SPDR S&P MIDCAP 400 ETF TR | 50,895 | 13,371,000 | 7.78% | ||
| 6 | VANGUARD INDEX FDS | 59,184 | 6,598,000 | 3.84% | ||
| 7 | VANGUARD INDEX FDS | 67,599 | 5,665,000 | 3.30% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 130,609 | 4,516,000 | 2.63% | ||
| 9 | INTEL CORP | 39,859 | 1,289,000 | 0.75% | ||
| 10 | VANGUARD BD INDEX FDS | 14,364 | 1,158,000 | 0.67% | ||
| 11 | EXXON MOBIL CORP | 10,744 | 898,000 | 0.52% | ||
| 12 | GENERAL ELECTRIC CO | 24,668 | 784,000 | 0.46% | ||
| 13 | HEWLETT PACKARD ENTERPRISE C | 28,172 | 499,000 | 0.29% | ||
| 14 | APPLE INC | 3,410 | 372,000 | 0.22% | ||
| 15 | HP INC | 28,172 | 347,000 | 0.20% | ||
| 16 | EATON CORP PLC | 4,096 | 256,000 | 0.15% | ||
| 17 | KINDER MORGAN INC DEL | 12,192 | 218,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-010985, filed 2016.04.27).
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.
