| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 261,550 | 27,999,000 | 18.00% | ||
| 2 | ISHARES RUSSELL 2000 VALUE ETF | 246,807 | 25,147,000 | 16.16% | ||
| 3 | ISHARES TR | 159,882 | 17,910,000 | 11.51% | ||
| 4 | ISHARES TR | 205,902 | 10,776,000 | 6.93% | ||
| 5 | VANGUARD INDEX FDS | 98,488 | 10,620,000 | 6.83% | ||
| 6 | BARCLAYS BANK | 406,620 | 4,884,000 | 3.14% | ||
| 7 | ISHARES TR | 46,114 | 3,913,000 | 2.52% | ||
| 8 | BERKSHIRE HATHAWAY INC DEL | 25,335 | 3,448,000 | 2.22% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 75,547 | 3,088,000 | 1.98% | ||
| 10 | STRYKER CORP | 30,165 | 2,883,000 | 1.85% | ||
| 11 | WP CAREY INC COM | 41,550 | 2,449,000 | 1.57% | ||
| 12 | ISHARES TR | 32,241 | 2,422,000 | 1.56% | ||
| 13 | ISHARES RUSSELL 3000 ETF | 18,527 | 2,297,000 | 1.48% | ||
| 14 | SPDR S&P 500 ETF TR | 10,824 | 2,231,000 | 1.43% | ||
| 15 | VANGUARD INDEX FDS | 24,861 | 2,072,000 | 1.33% | ||
| 16 | ISHARES TR | 18,390 | 1,990,000 | 1.28% | ||
| 17 | VANGUARD BD INDEX FDS | 21,471 | 1,722,000 | 1.11% | ||
| 18 | BERKSHIRE HATHAWAY INC DEL | 8 | 1,639,000 | 1.05% | ||
| 19 | PROCTER AND GAMBLE CO | 20,771 | 1,625,000 | 1.04% | ||
| 20 | ISHARES TR | 20,643 | 1,311,000 | 0.84% | ||
| 21 | ISHARES TR | 10,964 | 1,291,000 | 0.83% | ||
| 22 | PFIZER INC | 35,466 | 1,189,000 | 0.76% | ||
| 23 | PHILIP MORRIS INTL INC | 12,576 | 1,008,000 | 0.65% | ||
| 24 | KELLOGG CO | 15,912 | 998,000 | 0.64% | ||
| 25 | EXXON MOBIL CORP | 11,695 | 973,000 | 0.63% | ||
| 26 | VANGUARD INDEX FDS | 12,728 | 951,000 | 0.61% | ||
| 27 | STEELCASE INC | 49,076 | 928,000 | 0.60% | ||
| 28 | APPLE INC | 6,862 | 861,000 | 0.55% | ||
| 29 | ALTRIA GROUP INC | 17,571 | 859,000 | 0.55% | ||
| 30 | VANGUARD INTL EQUITY INDEX F | 13,091 | 805,000 | 0.52% | ||
| 31 | EATON CORP PLC | 10,922 | 737,000 | 0.47% | ||
| 32 | XENIA HOTELS & RESORTS INC COM | 33,114 | 720,000 | 0.46% | ||
| 33 | IPATH S&P GSCI TOTAL RETURN INDEX ETN | 34,425 | 711,000 | 0.46% | ||
| 34 | VANGUARD INDEX FDS | 5,486 | 699,000 | 0.45% | ||
| 35 | KIMBERLY CLARK CORP | 6,532 | 692,000 | 0.44% | ||
| 36 | ISHARES TR | 3,269 | 677,000 | 0.44% | ||
| 37 | CONOCOPHILLIPS | 10,984 | 675,000 | 0.43% | ||
| 38 | ISHARES S&P GSCI COMMODITY I | 30,861 | 651,000 | 0.42% | ||
| 39 | VANGUARD BD INDEX FDS | 7,742 | 629,000 | 0.40% | ||
| 40 | ISHARES TR | 3,571 | 608,000 | 0.39% | ||
| 41 | ISHARES TR | 7,527 | 555,000 | 0.36% | ||
| 42 | VANGUARD STAR FDS | 10,304 | 519,000 | 0.33% | ||
| 43 | DOW CHEM CO | 9,901 | 507,000 | 0.33% | ||
| 44 | GENERAL MLS INC | 8,543 | 476,000 | 0.31% | ||
| 45 | KRAFT HEINZ CO COM | 5,527 | 471,000 | 0.30% | ||
| 46 | JOHNSON & JOHNSON | 4,166 | 406,000 | 0.26% | ||
| 47 | MONDELEZ INTL INC | 9,598 | 395,000 | 0.25% | ||
| 48 | CHEVRON CORP NEW | 3,667 | 354,000 | 0.23% | ||
| 49 | PRAXAIR INC | 2,703 | 323,000 | 0.21% | ||
| 50 | ISHARES TR | 2,733 | 322,000 | 0.21% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001776290-19-000012, filed 2019.05.24).
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.
