| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 207,002 | 16,724,000 | 11.74% | ||
| 2 | VANGUARD INDEX FDS | 137,610 | 15,869,000 | 11.14% | ||
| 3 | VANGUARD CHARLOTTE FDS | 284,375 | 15,439,000 | 10.83% | ||
| 4 | VANGUARD INDEX FDS | 108,424 | 13,119,000 | 9.21% | ||
| 5 | ISHARES TR | 219,600 | 10,376,000 | 7.28% | ||
| 6 | VANGUARD INDEX FDS | 103,725 | 9,647,000 | 6.77% | ||
| 7 | VANGUARD TAX-MANAGED FDS | 232,015 | 8,478,000 | 5.95% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 62,546 | 5,881,000 | 4.13% | ||
| 9 | VANGUARD BD INDEX FDS | 63,936 | 5,080,000 | 3.56% | ||
| 10 | VANGUARD INDEX FDS | 45,505 | 4,423,000 | 3.10% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 100,907 | 3,610,000 | 2.53% | ||
| 12 | ISHARES TR | 45,188 | 3,428,000 | 2.41% | ||
| 13 | SPDR SER TR | 63,874 | 3,062,000 | 2.15% | ||
| 14 | SPDR SERIES TRUST | 80,642 | 2,939,000 | 2.06% | ||
| 15 | ISHARES TR | 26,300 | 2,845,000 | 2.00% | ||
| 16 | VANGUARD SCOTTSDALE FDS | 26,171 | 2,077,000 | 1.46% | ||
| 17 | ISHARES TR | 55,713 | 2,073,000 | 1.45% | ||
| 18 | ISHARES TR | 24,438 | 1,689,000 | 1.19% | ||
| 19 | ISHARES TR | 35,857 | 1,621,000 | 1.14% | ||
| 20 | ISHARES TR | 15,277 | 1,605,000 | 1.13% | ||
| 21 | SPDR INDEX SHS FDS | 51,277 | 1,487,000 | 1.04% | ||
| 22 | ISHARES TR | 13,246 | 1,461,000 | 1.03% | ||
| 23 | VANGUARD MALVERN FDS | 28,303 | 1,391,000 | 0.98% | ||
| 24 | VANGUARD INDEX FDS | 16,805 | 1,387,000 | 0.97% | ||
| 25 | ISHARES TR | 12,252 | 1,350,000 | 0.95% | ||
| 26 | SPDR SER TR | 47,638 | 1,319,000 | 0.93% | ||
| 27 | VANGUARD SCOTTSDALE FDS | 23,834 | 1,246,000 | 0.87% | ||
| 28 | ISHARES TR | 16,599 | 1,016,000 | 0.71% | ||
| 29 | VANGUARD INTL EQUITY INDEX F | 16,506 | 818,000 | 0.57% | ||
| 30 | ISHARES INC | 23,192 | 576,000 | 0.40% | ||
| 31 | SPDR INDEX SHS FDS | 11,853 | 471,000 | 0.33% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001697493-17-000005, filed 2017.02.13).
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.
