| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 259,103 | 51,481,000 | 29.61% | ||
| 2 | VANGUARD BD INDEX FDS | 586,341 | 49,335,000 | 28.37% | ||
| 3 | VANGUARD STAR FDS | 439,121 | 20,731,000 | 11.92% | ||
| 4 | VANGUARD CHARLOTTE FDS | 285,308 | 15,989,000 | 9.20% | ||
| 5 | SPDR S&P MIDCAP 400 ETF TR | 49,710 | 14,032,000 | 8.07% | ||
| 6 | VANGUARD INDEX FDS | 56,830 | 6,944,000 | 3.99% | ||
| 7 | VANGUARD INDEX FDS | 58,433 | 5,068,000 | 2.91% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 129,766 | 4,883,000 | 2.81% | ||
| 9 | INTEL CORP | 39,859 | 1,505,000 | 0.87% | ||
| 10 | VANGUARD BD INDEX FDS | 12,035 | 973,000 | 0.56% | ||
| 11 | GENERAL ELECTRIC CO | 25,090 | 743,000 | 0.43% | ||
| 12 | HEWLETT PACKARD ENTERPRISE C | 28,172 | 641,000 | 0.37% | ||
| 13 | CISCO SYS INC | 16,900 | 536,000 | 0.31% | ||
| 14 | HP INC | 28,172 | 438,000 | 0.25% | ||
| 15 | LPL FINL HLDGS INC COM | 10,000 | 299,000 | 0.17% | ||
| 16 | KINDER MORGAN INC DEL | 12,192 | 282,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-014283, filed 2016.10.28).
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.
