| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | W P CAREY INC | 39,309 | 2,531,000 | 1.70% | ||
| 52 | ISHARES RUSSELL 3000 ETF | 24,104 | 2,838,000 | 1.91% | ||
| 53 | VANGUARD INTL EQUITY INDEX F | 70,285 | 3,031,000 | 2.04% | ||
| 54 | BERKSHIRE HATHAWAY INC DEL | 25,030 | 3,168,000 | 2.13% | ||
| 55 | ISHARES TR | 47,255 | 3,996,000 | 2.69% | ||
| 56 | BARCLAYS BANK | 187,528 | 4,795,000 | 3.22% | ||
| 57 | VANGUARD INDEX FDS | 96,857 | 10,218,000 | 6.87% | ||
| 58 | ISHARES TR | 207,921 | 12,177,000 | 8.19% | ||
| 59 | ISHARES TR | 141,793 | 16,358,000 | 11.00% | ||
| 60 | ISHARES RUSSELL 2000 VALUE ETF | 243,247 | 25,117,000 | 16.89% | ||
| 61 | VANGUARD INDEX FDS | 251,879 | 25,633,000 | 17.23% |
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.
