| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 315,796 | 33,102,000 | 18.69% | ||
| 2 | ISHARES RUSSELL 2000 VALUE ETF | 246,418 | 22,961,000 | 12.97% | ||
| 3 | ISHARES TR | 140,905 | 16,154,000 | 9.12% | ||
| 4 | VANGUARD INDEX FDS | 157,871 | 16,084,000 | 9.08% | ||
| 5 | ISHARES GOLD TRUST ISHARES ETF | 750,898 | 8,921,000 | 5.04% | ||
| 6 | ISHARES TR | 191,046 | 8,570,000 | 4.84% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 110,237 | 6,359,000 | 3.59% | ||
| 8 | VANGUARD INDEX FDS | 26,096 | 4,921,000 | 2.78% | ||
| 9 | STRYKER CORP | 32,916 | 3,532,000 | 1.99% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 24,738 | 3,510,000 | 1.98% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 97,895 | 3,385,000 | 1.91% | ||
| 12 | ISHARES TR | 39,664 | 3,373,000 | 1.90% | ||
| 13 | ISHARES TR | 31,128 | 2,542,000 | 1.44% | ||
| 14 | WP CAREY INC COM | 40,353 | 2,512,000 | 1.42% | ||
| 15 | SPDR S&P 500 ETF TR | 10,990 | 2,259,000 | 1.28% | ||
| 16 | ISHARES RUSSELL 3000 ETF | 17,961 | 2,171,000 | 1.23% | ||
| 17 | BARCLAYS BANK | 392,390 | 2,009,000 | 1.13% | ||
| 18 | ISHARES TR | 17,997 | 2,009,000 | 1.13% | ||
| 19 | VANGUARD INDEX FDS | 24,376 | 2,008,000 | 1.13% | ||
| 20 | PROCTER AND GAMBLE CO | 19,870 | 1,635,000 | 0.92% | ||
| 21 | VANGUARD BD INDEX FDS | 19,494 | 1,572,000 | 0.89% | ||
| 22 | BERKSHIRE HATHAWAY INC DEL | 7 | 1,494,000 | 0.84% | ||
| 23 | KELLOGG CO | 15,316 | 1,172,000 | 0.66% | ||
| 24 | ISHARES TR | 19,856 | 1,135,000 | 0.64% | ||
| 25 | PFIZER INC | 37,292 | 1,105,000 | 0.62% | ||
| 26 | ALTRIA GROUP INC | 17,171 | 1,076,000 | 0.61% | ||
| 27 | PHILIP MORRIS INTL INC | 10,751 | 1,055,000 | 0.60% | ||
| 28 | ISHARES TR | 8,867 | 1,005,000 | 0.57% | ||
| 29 | EXXON MOBIL CORP | 11,775 | 984,000 | 0.56% | ||
| 30 | VANGUARD INDEX FDS | 11,462 | 960,000 | 0.54% | ||
| 31 | KIMBERLY CLARK CORP | 6,552 | 881,000 | 0.50% | ||
| 32 | CHEVRON CORP NEW | 8,710 | 831,000 | 0.47% | ||
| 33 | APPLE INC | 7,184 | 783,000 | 0.44% | ||
| 34 | VANGUARD BD INDEX FDS | 9,447 | 782,000 | 0.44% | ||
| 35 | STEELCASE INC | 46,076 | 687,000 | 0.39% | ||
| 36 | EATON CORP PLC | 10,870 | 680,000 | 0.38% | ||
| 37 | VANGUARD STAR FDS | 14,741 | 662,000 | 0.37% | ||
| 38 | VANGUARD INDEX FDS | 5,424 | 658,000 | 0.37% | ||
| 39 | ISHARES TR | 3,115 | 644,000 | 0.36% | ||
| 40 | JOHNSON & JOHNSON | 5,057 | 547,000 | 0.31% | ||
| 41 | ISHARES TR | 7,527 | 534,000 | 0.30% | ||
| 42 | DOW CHEM CO | 10,110 | 514,000 | 0.29% | ||
| 43 | XENIA HOTELS & RESORTS INC COM | 30,416 | 475,000 | 0.27% | ||
| 44 | PEPSICO INC | 4,561 | 467,000 | 0.26% | ||
| 45 | GENERAL MLS INC | 7,043 | 446,000 | 0.25% | ||
| 46 | CONOCOPHILLIPS | 10,956 | 441,000 | 0.25% | ||
| 47 | KRAFT HEINZ CO | 5,413 | 425,000 | 0.24% | ||
| 48 | ISHARES TR | 2,556 | 416,000 | 0.23% | ||
| 49 | ISHARES S&P GSCI COMMODITY I | 30,025 | 414,000 | 0.23% | ||
| 50 | CATERPILLAR INC | 4,981 | 381,000 | 0.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001776290-19-000013, filed 2019.05.28).
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.
