| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,010,724 | 138,621,000 | 29.87% | ||
| 2 | VANGUARD INDEX FDS | 394,882 | 78,496,000 | 16.92% | ||
| 3 | VANGUARD TAX MANAGED INTL FD | 1,432,626 | 60,901,000 | 13.12% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 1,361,391 | 58,553,000 | 12.62% | ||
| 5 | VANGUARD INDEX FDS | 545,466 | 45,961,000 | 9.90% | ||
| 6 | ISHARES TR | 19,501 | 43,939,000 | 9.47% | ||
| 7 | ISHARES TR | 310,205 | 37,569,000 | 8.10% | ||
| 8 | PIMCO ETF TR | 0 | 0 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001701879-17-000003, filed 2017.08.10).
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.
