| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | VANGUARD INDEX FDS | 16,894 | 1,395,000 | 1.67% | ||
| 102 | ISHARES TR | 8,260 | 1,414,000 | 1.70% | ||
| 103 | ISHARES TR | 7,671 | 1,436,000 | 1.72% | ||
| 104 | ISHARES TR | 12,976 | 1,488,000 | 1.79% | ||
| 105 | SPDR SERIES TRUST | 41,036 | 1,515,000 | 1.82% | ||
| 106 | VANGUARD INDEX FDS | 7,653 | 1,656,000 | 1.99% | ||
| 107 | ISHARES TR | 26,062 | 1,802,000 | 2.16% | ||
| 108 | VANGUARD INTL EQUITY INDEX F | 54,159 | 2,151,000 | 2.58% | ||
| 109 | ISHARES TR | 27,823 | 3,019,000 | 3.62% | ||
| 110 | ISHARES TR | 14,591 | 3,462,000 | 4.16% | ||
| 111 | VANGUARD TAX-MANAGED FDS | 89,635 | 3,523,000 | 4.23% | ||
| 112 | APPLE INC | 29,450 | 4,231,000 | 5.08% | ||
| 113 | VANGUARD INDEX FDS | 44,758 | 4,838,000 | 5.81% | ||
| 114 | VANGUARD BD INDEX FDS | 63,231 | 5,127,000 | 6.15% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001846532-21-000018, filed 2021.05.18).
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.
