| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | VANGUARD INTL EQUITY INDEX F | 153,328 | 7,550,000 | 5.57% | ||
| 52 | SCHWAB INTERNATIONAL EQUITY ETF | 346,578 | 10,751,000 | 7.93% | ||
| 53 | KAYNE ANDERSON MLP INVT CO | 320,385 | 13,085,000 | 9.65% | ||
| 54 | SPDR S&P 500 ETF TR | 68,615 | 13,519,000 | 9.97% | ||
| 55 | JPMORGAN CHASE & CO | 273,641 | 14,525,000 | 10.71% | ||
| 56 | VANGUARD INTL EQUITY INDEX F | 419,316 | 17,490,000 | 12.90% | ||
| 57 | VANGUARD BD INDEX FDS | 339,397 | 27,175,000 | 20.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-17-000014, 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.
