| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F(VEU) | 3,819,010 | $191.5K | 23.01% |
| 2 | Vanguard Index FDS(VUG) | 872,903 | $136.5K | 16.41% |
| 3 | Vanguard Index FDS(VTV) | 1,219,952 | $131.3K | 15.78% |
| 4 | Vanguard BD Index FD Inc(BND) | 1,410,391 | $114.5K | 13.76% |
| 5 | Vanguard Index FDS(VO) | 289,756 | $46.6K | 5.60% |
| 6 | Abbvie Inc(ABBV) | 573 | $46.0K | 5.53% |
| 7 | Vanguard Index FDS(VB) | 298,988 | $45.7K | 5.49% |
| 8 | Ishares TR(TIP) | 400,740 | $45.3K | 5.44% |
| 9 | Vanguard Charlotte FDS(BNDX) | 807,803 | $45.1K | 5.41% |
| 10 | Vanguard Scottsdale FDS(VCIT) | 269,085 | $23.4K | 2.81% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Healthcare | 8.41% | 5.54% | -2.87% |
| Unclassified | 91.5% | 94.37% | +2.87% |
| Financial Services | 0.03% | 0.02% | -0.01% |
| Industrials | 0.01% | 0% | -0.01% |
| Communication Services | 0% | 0% | 0% |
| Consumer Defensive | 0.03% | 0.03% | 0% |
| Consumer Cyclical | 0% | 0% | 0% |
| Technology | 0.03% | 0.03% | 0% |
| Energy | 0.01% | 0.01% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 91.5% | 94.37% | +2.87% |
| Mega Cap | 8.46% | 5.59% | -2.87% |
| Large Cap | 0.04% | 0.03% | -0.01% |
| Micro Cap | 0% | 0% | 0% |
| Mid Cap | 0.01% | 0% | -0.01% |
| Small Cap | 0% | 0% | 0% |
Quarter-over-quarter position changes