| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | VANGUARD BD INDEX FDS | 23,929 | 1,927,000 | 1.21% | ||
| 52 | VANGUARD INDEX FDS | 25,037 | 2,096,000 | 1.31% | ||
| 53 | ISHARES TR | 19,127 | 2,115,000 | 1.32% | ||
| 54 | SPDR S&P 500 ETF TR | 10,821 | 2,234,000 | 1.40% | ||
| 55 | ISHARES TR | 32,232 | 2,512,000 | 1.57% | ||
| 56 | STRYKER CORP | 29,981 | 2,766,000 | 1.73% | ||
| 57 | W P CAREY INC | 41,509 | 2,823,000 | 1.77% | ||
| 58 | ISHARES RUSSELL 3000 ETF | 23,269 | 2,882,000 | 1.80% | ||
| 59 | VANGUARD INTL EQUITY INDEX F | 75,255 | 3,076,000 | 1.92% | ||
| 60 | BERKSHIRE HATHAWAY INC DEL | 25,896 | 3,737,000 | 2.34% | ||
| 61 | ISHARES TR | 46,820 | 3,974,000 | 2.49% | ||
| 62 | BARCLAYS BANK | 417,458 | 4,196,000 | 2.62% | ||
| 63 | VANGUARD INDEX FDS | 99,681 | 10,906,000 | 6.82% | ||
| 64 | ISHARES TR | 207,857 | 11,075,000 | 6.93% | ||
| 65 | ISHARES TR | 160,467 | 18,227,000 | 11.40% | ||
| 66 | ISHARES RUSSELL 2000 VALUE ETF | 250,411 | 25,845,000 | 16.16% | ||
| 67 | VANGUARD INDEX FDS | 259,323 | 27,812,000 | 17.39% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001776290-19-000018, filed 2019.05.29).
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.
