| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 316,624 | 33,930,000 | 18.64% | ||
| 2 | ISHARES RUSSELL 2000 VALUE ETF | 244,177 | 23,756,000 | 13.05% | ||
| 3 | VANGUARD INDEX FDS | 155,096 | 16,333,000 | 8.97% | ||
| 4 | ISHARES TR | 139,385 | 16,262,000 | 8.93% | ||
| 5 | ISHARES GOLD TRUST ISHARES ETF | 743,410 | 9,486,000 | 5.21% | ||
| 6 | ISHARES TR | 188,386 | 8,089,000 | 4.44% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 107,244 | 6,228,000 | 3.42% | ||
| 8 | VANGUARD INDEX FDS | 25,266 | 4,856,000 | 2.67% | ||
| 9 | STRYKER CORP | 34,395 | 4,122,000 | 2.26% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 97,078 | 3,420,000 | 1.88% | ||
| 11 | ISHARES TR | 39,648 | 3,383,000 | 1.86% | ||
| 12 | BERKSHIRE HATHAWAY INC DEL | 23,285 | 3,371,000 | 1.85% | ||
| 13 | ISHARES TR | 31,133 | 2,655,000 | 1.46% | ||
| 14 | BARCLAYS BANK | 385,175 | 2,407,000 | 1.32% | ||
| 15 | SPDR S&P 500 ETF TR | 10,870 | 2,277,000 | 1.25% | ||
| 16 | ISHARES RUSSELL 3000 ETF | 17,437 | 2,163,000 | 1.19% | ||
| 17 | WP CAREY INC COM | 30,609 | 2,125,000 | 1.17% | ||
| 18 | VANGUARD INDEX FDS | 24,364 | 2,071,000 | 1.14% | ||
| 19 | ISHARES TR | 17,998 | 2,050,000 | 1.13% | ||
| 20 | PROCTER AND GAMBLE CO | 19,834 | 1,679,000 | 0.92% | ||
| 21 | VANGUARD BD INDEX FDS | 18,926 | 1,534,000 | 0.84% | ||
| 22 | KELLOGG CO | 16,857 | 1,376,000 | 0.76% | ||
| 23 | BERKSHIRE HATHAWAY INC DEL | 6 | 1,302,000 | 0.72% | ||
| 24 | ALTRIA GROUP INC | 17,211 | 1,187,000 | 0.65% | ||
| 25 | ISHARES TR | 20,468 | 1,143,000 | 0.63% | ||
| 26 | PFIZER INC | 31,701 | 1,116,000 | 0.61% | ||
| 27 | CHEVRON CORP NEW | 10,602 | 1,111,000 | 0.61% | ||
| 28 | PHILIP MORRIS INTL INC | 10,751 | 1,094,000 | 0.60% | ||
| 29 | EXXON MOBIL CORP | 11,455 | 1,074,000 | 0.59% | ||
| 30 | ISHARES TR | 8,870 | 1,036,000 | 0.57% | ||
| 31 | VANGUARD BD INDEX FDS | 12,129 | 1,022,000 | 0.56% | ||
| 32 | VANGUARD INDEX FDS | 10,837 | 961,000 | 0.53% | ||
| 33 | KIMBERLY CLARK CORP | 6,552 | 901,000 | 0.49% | ||
| 34 | VANGUARD STAR FDS | 17,222 | 766,000 | 0.42% | ||
| 35 | APPLE INC | 7,184 | 687,000 | 0.38% | ||
| 36 | VANGUARD INDEX FDS | 5,424 | 671,000 | 0.37% | ||
| 37 | ISHARES TR | 3,115 | 656,000 | 0.36% | ||
| 38 | EATON CORP PLC | 10,870 | 649,000 | 0.36% | ||
| 39 | STEELCASE INC | 46,376 | 629,000 | 0.35% | ||
| 40 | JOHNSON & JOHNSON | 4,882 | 592,000 | 0.33% | ||
| 41 | ISHARES TR | 7,527 | 559,000 | 0.31% | ||
| 42 | DOW CHEM CO | 9,977 | 496,000 | 0.27% | ||
| 43 | GENERAL MLS INC | 6,947 | 495,000 | 0.27% | ||
| 44 | XENIA HOTELS & RESORTS INC COM | 29,509 | 495,000 | 0.27% | ||
| 45 | PEPSICO INC | 4,491 | 476,000 | 0.26% | ||
| 46 | KRAFT HEINZ CO | 5,370 | 475,000 | 0.26% | ||
| 47 | ISHARES S&P GSCI COMMODITY I | 29,891 | 464,000 | 0.25% | ||
| 48 | CONOCOPHILLIPS | 10,470 | 456,000 | 0.25% | ||
| 49 | ISHARES TR | 2,556 | 430,000 | 0.24% | ||
| 50 | IPATH S&P GSCI TOTAL RETURN INDEX ETN | 28,299 | 411,000 | 0.23% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001776290-19-000014, 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.
