| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 307,482 | 35,939,000 | 19.49% | ||
| 2 | ISHARES RUSSELL 2000 VALUE ETF | 218,748 | 25,710,000 | 13.94% | ||
| 3 | VANGUARD INDEX FDS | 149,933 | 18,197,000 | 9.87% | ||
| 4 | ISHARES TR | 137,577 | 15,641,000 | 8.48% | ||
| 5 | ISHARES GOLD TRUST ISHARES ETF | 746,398 | 8,673,000 | 4.70% | ||
| 6 | ISHARES TR | 169,839 | 8,257,000 | 4.48% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 105,790 | 6,593,000 | 3.57% | ||
| 8 | VANGUARD INDEX FDS | 22,645 | 4,713,000 | 2.56% | ||
| 9 | STRYKER CORP | 34,724 | 4,228,000 | 2.29% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 21,788 | 3,491,000 | 1.89% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 94,283 | 3,490,000 | 1.89% | ||
| 12 | ISHARES TR | 39,202 | 3,311,000 | 1.80% | ||
| 13 | ISHARES TR | 28,810 | 2,557,000 | 1.39% | ||
| 14 | SPDR S&P 500 ETF TR | 10,622 | 2,408,000 | 1.31% | ||
| 15 | VANGUARD INDEX FDS | 24,114 | 2,248,000 | 1.22% | ||
| 16 | ISHARES RUSSELL 3000 ETF | 16,638 | 2,244,000 | 1.22% | ||
| 17 | BARCLAYS BANK | 346,245 | 2,123,000 | 1.15% | ||
| 18 | ISHARES TR | 17,625 | 1,909,000 | 1.04% | ||
| 19 | VANGUARD BD INDEX FDS | 18,486 | 1,471,000 | 0.80% | ||
| 20 | PROCTER AND GAMBLE CO | 16,744 | 1,464,000 | 0.79% | ||
| 21 | KELLOGG CO | 17,910 | 1,293,000 | 0.70% | ||
| 22 | BERKSHIRE HATHAWAY INC DEL | 5 | 1,201,000 | 0.65% | ||
| 23 | ALTRIA GROUP INC | 16,511 | 1,156,000 | 0.63% | ||
| 24 | ISHARES TR | 7,951 | 1,098,000 | 0.60% | ||
| 25 | WP CAREY INC COM | 17,695 | 1,085,000 | 0.59% | ||
| 26 | CHEVRON CORP NEW | 9,264 | 1,075,000 | 0.58% | ||
| 27 | PHILIP MORRIS INTL INC | 10,551 | 998,000 | 0.54% | ||
| 28 | EXXON MOBIL CORP | 11,551 | 992,000 | 0.54% | ||
| 29 | ISHARES TR | 16,611 | 987,000 | 0.54% | ||
| 30 | PFIZER INC | 30,488 | 969,000 | 0.53% | ||
| 31 | VANGUARD BD INDEX FDS | 11,847 | 957,000 | 0.52% | ||
| 32 | VANGUARD INDEX FDS | 10,840 | 901,000 | 0.49% | ||
| 33 | VANGUARD STAR FDS | 17,513 | 828,000 | 0.45% | ||
| 34 | APPLE INC | 6,836 | 820,000 | 0.44% | ||
| 35 | VANGUARD INDEX FDS | 5,686 | 764,000 | 0.41% | ||
| 36 | KIMBERLY CLARK CORP | 6,465 | 751,000 | 0.41% | ||
| 37 | EATON CORP PLC | 10,780 | 732,000 | 0.40% | ||
| 38 | STEELCASE INC | 44,482 | 727,000 | 0.39% | ||
| 39 | JOHNSON & JOHNSON | 5,222 | 596,000 | 0.32% | ||
| 40 | ISHARES TR | 2,586 | 590,000 | 0.32% | ||
| 41 | ISHARES TR | 7,227 | 587,000 | 0.32% | ||
| 42 | DOW CHEM CO | 9,563 | 549,000 | 0.30% | ||
| 43 | CONOCOPHILLIPS | 10,278 | 521,000 | 0.28% | ||
| 44 | AT&T INC | 11,758 | 487,000 | 0.26% | ||
| 45 | KRAFT HEINZ CO | 5,465 | 486,000 | 0.26% | ||
| 46 | ISHARES TR | 2,566 | 467,000 | 0.25% | ||
| 47 | PEPSICO INC | 4,491 | 464,000 | 0.25% | ||
| 48 | ISHARES S&P GSCI COMMODITY I | 27,942 | 435,000 | 0.24% | ||
| 49 | GENERAL MLS INC | 6,597 | 412,000 | 0.22% | ||
| 50 | MONDELEZ INTL INC | 9,012 | 407,000 | 0.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001776290-19-000017, 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.
