| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 312,056 | 34,741,000 | 19.07% | ||
| 2 | ISHARES RUSSELL 2000 VALUE ETF | 226,453 | 23,721,000 | 13.02% | ||
| 3 | VANGUARD INDEX FDS | 152,136 | 16,835,000 | 9.24% | ||
| 4 | ISHARES TR | 138,489 | 16,133,000 | 8.86% | ||
| 5 | ISHARES GOLD TRUST ISHARES ETF | 745,072 | 9,455,000 | 5.19% | ||
| 6 | ISHARES TR | 180,726 | 8,342,000 | 4.58% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 106,493 | 6,480,000 | 3.56% | ||
| 8 | VANGUARD INDEX FDS | 23,446 | 4,658,000 | 2.56% | ||
| 9 | STRYKER CORP | 34,456 | 4,011,000 | 2.20% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 95,530 | 3,595,000 | 1.97% | ||
| 11 | ISHARES TR | 39,596 | 3,367,000 | 1.85% | ||
| 12 | BERKSHIRE HATHAWAY INC DEL | 22,631 | 3,270,000 | 1.80% | ||
| 13 | ISHARES TR | 30,690 | 2,630,000 | 1.44% | ||
| 14 | SPDR S&P 500 ETF TR | 11,714 | 2,534,000 | 1.39% | ||
| 15 | ISHARES RUSSELL 3000 ETF | 17,437 | 2,235,000 | 1.23% | ||
| 16 | VANGUARD INDEX FDS | 25,378 | 2,208,000 | 1.21% | ||
| 17 | BARCLAYS BANK | 355,213 | 2,071,000 | 1.14% | ||
| 18 | ISHARES TR | 17,903 | 2,019,000 | 1.11% | ||
| 19 | PROCTER AND GAMBLE CO | 16,700 | 1,499,000 | 0.82% | ||
| 20 | VANGUARD BD INDEX FDS | 18,534 | 1,498,000 | 0.82% | ||
| 21 | BERKSHIRE HATHAWAY INC DEL | 6 | 1,297,000 | 0.71% | ||
| 22 | KELLOGG CO | 15,817 | 1,225,000 | 0.67% | ||
| 23 | WP CAREY INC COM | 18,622 | 1,202,000 | 0.66% | ||
| 24 | ISHARES TR | 19,681 | 1,164,000 | 0.64% | ||
| 25 | PFIZER INC | 33,794 | 1,145,000 | 0.63% | ||
| 26 | ISHARES TR | 8,709 | 1,087,000 | 0.60% | ||
| 27 | PHILIP MORRIS INTL INC | 11,093 | 1,078,000 | 0.59% | ||
| 28 | CHEVRON CORP NEW | 10,433 | 1,073,000 | 0.59% | ||
| 29 | ALTRIA GROUP INC | 16,711 | 1,057,000 | 0.58% | ||
| 30 | VANGUARD BD INDEX FDS | 12,380 | 1,042,000 | 0.57% | ||
| 31 | EXXON MOBIL CORP | 11,332 | 989,000 | 0.54% | ||
| 32 | VANGUARD INDEX FDS | 11,314 | 981,000 | 0.54% | ||
| 33 | VANGUARD STAR FDS | 18,109 | 855,000 | 0.47% | ||
| 34 | KIMBERLY CLARK CORP | 6,552 | 827,000 | 0.45% | ||
| 35 | APPLE INC | 6,824 | 771,000 | 0.42% | ||
| 36 | EATON CORP PLC | 10,780 | 708,000 | 0.39% | ||
| 37 | VANGUARD INDEX FDS | 5,424 | 702,000 | 0.39% | ||
| 38 | ISHARES TR | 3,156 | 687,000 | 0.38% | ||
| 39 | JOHNSON & JOHNSON | 5,220 | 617,000 | 0.34% | ||
| 40 | STEELCASE INC | 44,376 | 616,000 | 0.34% | ||
| 41 | ISHARES TR | 7,527 | 578,000 | 0.32% | ||
| 42 | DOW CHEM CO | 9,960 | 516,000 | 0.28% | ||
| 43 | PEPSICO INC | 4,491 | 488,000 | 0.27% | ||
| 44 | KRAFT HEINZ CO | 5,370 | 481,000 | 0.26% | ||
| 45 | CATERPILLAR INC | 5,281 | 469,000 | 0.26% | ||
| 46 | ISHARES TR | 2,673 | 466,000 | 0.26% | ||
| 47 | AT&T INC | 11,271 | 458,000 | 0.25% | ||
| 48 | CONOCOPHILLIPS | 10,183 | 443,000 | 0.24% | ||
| 49 | INVESCO LTD | 14,149 | 442,000 | 0.24% | ||
| 50 | XENIA HOTELS & RESORTS INC COM | 27,825 | 422,000 | 0.23% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001776290-19-000016, 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.
