| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 250,127 | 53,912,000 | 30.59% | ||
| 2 | VANGUARD BD INDEX FDS | 597,559 | 48,510,000 | 27.53% | ||
| 3 | VANGUARD STAR FDS | 436,702 | 21,612,000 | 12.26% | ||
| 4 | VANGUARD CHARLOTTE FDS | 288,419 | 15,655,000 | 8.88% | ||
| 5 | SPDR S&P MIDCAP 400 ETF TR | 47,648 | 14,670,000 | 8.32% | ||
| 6 | VANGUARD INDEX FDS | 53,884 | 7,052,000 | 4.00% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 124,910 | 5,003,000 | 2.84% | ||
| 8 | VANGUARD INDEX FDS | 57,541 | 4,773,000 | 2.71% | ||
| 9 | INTEL CORP | 39,159 | 1,418,000 | 0.80% | ||
| 10 | VANGUARD BD INDEX FDS | 11,607 | 925,000 | 0.52% | ||
| 11 | GENERAL ELECTRIC CO | 25,090 | 752,000 | 0.43% | ||
| 12 | CISCO SYS INC | 16,900 | 558,000 | 0.32% | ||
| 13 | HEWLETT PACKARD ENTERPRISE C | 28,172 | 504,000 | 0.29% | ||
| 14 | HP INC | 28,172 | 498,000 | 0.28% | ||
| 15 | LPL FINL HLDGS INC | 10,000 | 388,000 | 0.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-17-002647, filed 2017.04.21).
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.
