| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | VANGUARD TAX-MANAGED FDS | 1,792,418 | 74,063,000 | 9.14% | ||
| 52 | ISHARES TR | 804,166 | 84,687,000 | 10.46% | ||
| 53 | ISHARES TR | 1,741,646 | 88,685,000 | 10.95% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-001584, filed 2017.07.28).
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.