Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F(VWO) | 38,637,529 | $2.3B | 36.83% |
| 2 | Ishares Inc(IEMG) | 16,950,847 | $1.4B | 22.43% |
| 3 | Vanguard Tax-Managed FDS(VEA) | 6,727,096 | $479.3M | 7.66% |
| 4 | Vanguard Instl Index FD(VBIL) | 5,483,220 | $415.0M | 6.63% |
| 5 | Vanguard Scottsdale FDS(VGIT) | 4,902,356 | $289.1M | 4.62% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 0% | 0.02% | +0.02% |
| Unclassified | 100% | 99.98% | -0.02% |
Quarter-over-quarter weight changes by market cap
| 6 |
| Ishares Inc(ESGE) |
| 4,518,911 |
| $247.1M |
| 3.95% |
| 7 | Vanguard Index FDS(VOO) | 330,403 | $226.9M | 3.62% |
| 8 | Vanguard BD Index FDS(BSV) | 1,981,763 | $154.4M | 2.47% |
| 9 | Vanguard Scottsdale FDS(VGSH) | 2,425,179 | $141.1M | 2.25% |
| 10 | Vanguard Intl Equity Index F(VSS) | 719,961 | $111.1M | 1.77% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% | 99.98% | -0.02% |
| Large Cap | 0% | 0.02% | +0.02% |
Quarter-over-quarter position changes