| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 255,085 | 52,736,000 | 30.48% | ||
| 2 | VANGUARD BD INDEX FDS | 591,627 | 47,803,000 | 27.63% | ||
| 3 | VANGUARD STAR FDS | 440,492 | 20,355,000 | 11.77% | ||
| 4 | VANGUARD CHARLOTTE FDS | 285,799 | 15,462,000 | 8.94% | ||
| 5 | SPDR S&P MIDCAP 400 ETF TR | 48,509 | 14,716,000 | 8.51% | ||
| 6 | VANGUARD INDEX FDS | 54,846 | 7,114,000 | 4.11% | ||
| 7 | VANGUARD INDEX FDS | 57,905 | 4,795,000 | 2.77% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 127,983 | 4,629,000 | 2.68% | ||
| 9 | INTEL CORP | 39,859 | 1,459,000 | 0.84% | ||
| 10 | VANGUARD BD INDEX FDS | 11,633 | 924,000 | 0.53% | ||
| 11 | GENERAL ELECTRIC CO | 25,090 | 795,000 | 0.46% | ||
| 12 | HEWLETT PACKARD ENTERPRISE C | 28,172 | 654,000 | 0.38% | ||
| 13 | CISCO SYS INC | 16,900 | 516,000 | 0.30% | ||
| 14 | HP INC | 28,172 | 418,000 | 0.24% | ||
| 15 | LPL FINL HLDGS INC COM | 10,000 | 356,000 | 0.21% | ||
| 16 | KINDER MORGAN INC DEL | 12,192 | 263,000 | 0.15% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-17-000348, filed 2017.01.19).
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.
