| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TD AMERITRADE HLDG CORP | 9,372,800 | 402,937,000 | 98.69% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 110,759 | 4,577,000 | 1.12% | ||
| 3 | JPMORGAN CHASE & CO | 26,419 | 785,000 | 0.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-031428, filed 2017.08.11).
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.
