| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VTI) | 97,901 | $27.7M | 56.09% |
| 2 | Vanguard Tax-Managed FDS(VEA) | 226,810 | $12.0M | 24.24% |
| 3 | Blackrock, Inc. | 102,985 | $5.3M | 10.80% |
| 4 | Blackrock, Inc. | 43,321 | $4.4M | 8.88% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% | 100% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% |
| 100% |
| 0% |
Quarter-over-quarter position changes