| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | HOME DEPOT INC | 3,493 | 513,000 | 0.58% | ||
| 52 | WELLS FARGO & CO NEW | 9,397 | 523,000 | 0.60% | ||
| 53 | VANGUARD INTL EQUITY INDEX F | 11,049 | 528,000 | 0.60% | ||
| 54 | BLACKSTONE GROUP L P | 22,553 | 670,000 | 0.76% | ||
| 55 | VANGUARD MALVERN FDS | 15,910 | 787,000 | 0.90% | ||
| 56 | MICROSOFT CORP | 12,032 | 792,000 | 0.90% | ||
| 57 | JPMORGAN CHASE & CO | 9,125 | 802,000 | 0.91% | ||
| 58 | APPLE INC | 6,986 | 1,004,000 | 1.14% | ||
| 59 | ISHARES RUSSELL 3000 ETF | 8,266 | 1,156,000 | 1.32% | ||
| 60 | VANGUARD INDEX FDS | 15,177 | 2,113,000 | 2.41% | ||
| 61 | VANGUARD BD INDEX FDS | 27,196 | 2,168,000 | 2.47% | ||
| 62 | VANGUARD INDEX FDS | 25,934 | 2,803,000 | 3.19% | ||
| 63 | VANGUARD INDEX FDS | 54,151 | 4,472,000 | 5.09% | ||
| 64 | VANGUARD INTL EQUITY INDEX F | 198,246 | 7,874,000 | 8.97% | ||
| 65 | VANGUARD TAX-MANAGED FDS | 460,311 | 18,090,000 | 20.60% | ||
| 66 | VANGUARD INDEX FDS | 251,272 | 30,484,000 | 34.71% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000316, filed 2017.05.11).
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.
