| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ISHARES TR | 20,121 | 1,673,000 | 0.70% | ||
| 52 | APPLE INC | 12,614 | 1,817,000 | 0.76% | ||
| 53 | VANGUARD INTL EQUITY INDEX F | 43,147 | 2,159,000 | 0.91% | ||
| 54 | SPDR SERIES TRUST | 62,194 | 2,314,000 | 0.97% | ||
| 55 | VANGUARD INDEX FDS | 23,229 | 2,891,000 | 1.21% | ||
| 56 | VANGUARD BD INDEX FDS | 35,558 | 2,910,000 | 1.22% | ||
| 57 | ISHARES TR | 39,662 | 6,899,000 | 2.90% | ||
| 58 | WISDOMTREE TR | 309,153 | 7,427,000 | 3.12% | ||
| 59 | ISHARES TR | 99,874 | 8,398,000 | 3.52% | ||
| 60 | WISDOMTREE TR | 184,170 | 9,577,000 | 4.02% | ||
| 61 | SPDR SER TR | 215,610 | 10,498,000 | 4.41% | ||
| 62 | VANGUARD SCOTTSDALE FDS | 209,604 | 11,038,000 | 4.63% | ||
| 63 | ISHARES TR | 303,785 | 11,899,000 | 4.99% | ||
| 64 | VANGUARD INDEX FDS | 160,491 | 13,358,000 | 5.61% | ||
| 65 | ISHARES TR | 119,541 | 13,559,000 | 5.69% | ||
| 66 | VANGUARD TAX-MANAGED FDS | 445,983 | 18,428,000 | 7.73% | ||
| 67 | POWERSHARES QQQ TRUST | 149,884 | 20,630,000 | 8.66% | ||
| 68 | VANGUARD INTL EQUITY INDEX F | 522,691 | 28,821,000 | 12.10% | ||
| 69 | SPDR S&P 500 ETF TR | 160,969 | 38,922,000 | 16.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-001644, filed 2017.08.04).
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.
