| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 261,837 | 50,325,000 | 29.63% | ||
| 2 | VANGUARD BD INDEX FDS | 586,337 | 49,428,000 | 29.10% | ||
| 3 | VANGUARD STAR FDS | 438,344 | 19,498,000 | 11.48% | ||
| 4 | VANGUARD CHARLOTTE FDS | 284,342 | 15,838,000 | 9.33% | ||
| 5 | SPDR S&P MIDCAP 400 ETF TR | 50,428 | 13,728,000 | 8.08% | ||
| 6 | VANGUARD INDEX FDS | 58,328 | 6,747,000 | 3.97% | ||
| 7 | VANGUARD INDEX FDS | 61,370 | 5,442,000 | 3.20% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 131,504 | 4,633,000 | 2.73% | ||
| 9 | INTEL CORP | 39,859 | 1,307,000 | 0.77% | ||
| 10 | VANGUARD BD INDEX FDS | 12,508 | 1,014,000 | 0.60% | ||
| 11 | GENERAL ELECTRIC CO | 24,871 | 783,000 | 0.46% | ||
| 12 | HEWLETT PACKARD ENTERPRISE C | 28,172 | 515,000 | 0.30% | ||
| 13 | HP INC | 28,172 | 354,000 | 0.21% | ||
| 14 | KINDER MORGAN INC DEL | 12,192 | 228,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-013208, filed 2016.08.15).
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.
