| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ISHARES TR | 19,681 | 1,164,000 | 0.64% | ||
| 52 | W P CAREY INC | 18,622 | 1,202,000 | 0.66% | ||
| 53 | KELLOGG CO | 15,817 | 1,225,000 | 0.67% | ||
| 54 | BERKSHIRE HATHAWAY INC DEL | 6 | 1,297,000 | 0.71% | ||
| 55 | VANGUARD BD INDEX FDS | 18,534 | 1,498,000 | 0.82% | ||
| 56 | PROCTER AND GAMBLE CO | 16,700 | 1,499,000 | 0.82% | ||
| 57 | ISHARES TR | 17,903 | 2,019,000 | 1.11% | ||
| 58 | BARCLAYS BANK | 355,213 | 2,071,000 | 1.14% | ||
| 59 | VANGUARD INDEX FDS | 25,378 | 2,208,000 | 1.21% | ||
| 60 | ISHARES RUSSELL 3000 ETF | 17,437 | 2,235,000 | 1.23% | ||
| 61 | SPDR S&P 500 ETF TR | 11,714 | 2,534,000 | 1.39% | ||
| 62 | ISHARES TR | 30,690 | 2,630,000 | 1.44% | ||
| 63 | BERKSHIRE HATHAWAY INC DEL | 22,631 | 3,270,000 | 1.80% | ||
| 64 | ISHARES TR | 39,596 | 3,367,000 | 1.85% | ||
| 65 | VANGUARD INTL EQUITY INDEX F | 95,530 | 3,595,000 | 1.97% | ||
| 66 | STRYKER CORP | 34,456 | 4,011,000 | 2.20% | ||
| 67 | VANGUARD INDEX FDS | 23,446 | 4,658,000 | 2.56% | ||
| 68 | VANGUARD INTL EQUITY INDEX F | 106,493 | 6,480,000 | 3.56% | ||
| 69 | ISHARES TR | 180,726 | 8,342,000 | 4.58% | ||
| 70 | ISHARES GOLD TRUST | 745,072 | 9,455,000 | 5.19% | ||
| 71 | ISHARES TR | 138,489 | 16,133,000 | 8.86% | ||
| 72 | VANGUARD INDEX FDS | 152,136 | 16,835,000 | 9.24% | ||
| 73 | ISHARES RUSSELL 2000 VALUE ETF | 226,453 | 23,721,000 | 13.02% | ||
| 74 | VANGUARD INDEX FDS | 312,056 | 34,741,000 | 19.07% |
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.
