| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 251,879 | 25,633,000 | 17.23% | ||
| 2 | ISHARES RUSSELL 2000 VALUE ETF | 243,247 | 25,117,000 | 16.89% | ||
| 3 | ISHARES TR | 141,793 | 16,358,000 | 11.00% | ||
| 4 | ISHARES TR | 207,921 | 12,177,000 | 8.19% | ||
| 5 | VANGUARD INDEX FDS | 96,857 | 10,218,000 | 6.87% | ||
| 6 | BARCLAYS BANK | 187,528 | 4,795,000 | 3.22% | ||
| 7 | ISHARES TR | 47,255 | 3,996,000 | 2.69% | ||
| 8 | BERKSHIRE HATHAWAY INC DEL | 25,030 | 3,168,000 | 2.13% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 70,285 | 3,031,000 | 2.04% | ||
| 10 | ISHARES RUSSELL 3000 ETF | 24,104 | 2,838,000 | 1.91% | ||
| 11 | WP CAREY INC COM | 39,309 | 2,531,000 | 1.70% | ||
| 12 | ISHARES TR | 21,987 | 2,389,000 | 1.61% | ||
| 13 | ISHARES TR | 30,782 | 2,370,000 | 1.59% | ||
| 14 | STRYKER CORP | 27,900 | 2,353,000 | 1.58% | ||
| 15 | VANGUARD INDEX FDS | 25,110 | 2,033,000 | 1.37% | ||
| 16 | SPDR S&P 500 ETF TR | 9,755 | 1,910,000 | 1.28% | ||
| 17 | VANGUARD BD INDEX FDS | 22,375 | 1,798,000 | 1.21% | ||
| 18 | BERKSHIRE HATHAWAY INC DEL | 9 | 1,709,000 | 1.15% | ||
| 19 | PROCTER AND GAMBLE CO | 20,128 | 1,582,000 | 1.06% | ||
| 20 | ISHARES TR | 20,864 | 1,426,000 | 0.96% | ||
| 21 | ISHARES TR | 10,942 | 1,263,000 | 0.85% | ||
| 22 | VANGUARD INDEX FDS | 14,829 | 1,110,000 | 0.75% | ||
| 23 | ISHARES S&P GSCI COMMODITY I | 30,951 | 1,050,000 | 0.71% | ||
| 24 | KELLOGG CO | 15,623 | 1,026,000 | 0.69% | ||
| 25 | PHILIP MORRIS INTL INC | 12,074 | 1,018,000 | 0.68% | ||
| 26 | PFIZER INC | 32,364 | 961,000 | 0.65% | ||
| 27 | VANGUARD INDEX FDS | 7,455 | 885,000 | 0.59% | ||
| 28 | EATON CORP PLC | 11,111 | 858,000 | 0.58% | ||
| 29 | STEELCASE INC | 53,076 | 803,000 | 0.54% | ||
| 30 | IPATH S&P GSCI TOTAL RETURN INDEX ETN | 22,304 | 766,000 | 0.51% | ||
| 31 | ALTRIA GROUP INC | 17,353 | 728,000 | 0.49% | ||
| 32 | KIMBERLY CLARK CORP | 6,251 | 695,000 | 0.47% | ||
| 33 | ISHARES TR | 9,447 | 686,000 | 0.46% | ||
| 34 | ISHARES TR | 3,269 | 644,000 | 0.43% | ||
| 35 | EXXON MOBIL CORP | 5,965 | 601,000 | 0.40% | ||
| 36 | ISHARES TR | 3,560 | 579,000 | 0.39% | ||
| 37 | APPLE INC | 5,492 | 510,000 | 0.34% | ||
| 38 | DOW CHEM CO | 9,575 | 493,000 | 0.33% | ||
| 39 | CHEVRON CORP NEW | 3,679 | 480,000 | 0.32% | ||
| 40 | GENERAL MLS INC | 8,983 | 472,000 | 0.32% | ||
| 41 | JOHNSON & JOHNSON | 3,836 | 401,000 | 0.27% | ||
| 42 | MONDELEZ INTL INC | 10,383 | 391,000 | 0.26% | ||
| 43 | PRAXAIR INC | 2,703 | 359,000 | 0.24% | ||
| 44 | KRAFT HEINZ CO COM | 5,470 | 328,000 | 0.22% | ||
| 45 | UNITED PARCEL SERVICE INC | 3,135 | 322,000 | 0.22% | ||
| 46 | PEPSICO INC | 3,475 | 310,000 | 0.21% | ||
| 47 | ISHARES TR | 2,733 | 306,000 | 0.21% | ||
| 48 | SPDR GOLD TR | 2,376 | 304,000 | 0.20% | ||
| 49 | VANGUARD MALVERN FDS | 5,978 | 300,000 | 0.20% | ||
| 50 | GENERAL ELECTRIC CO | 11,327 | 298,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001776290-19-000028, filed 2019.05.31).
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.
