Style
YieldTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Thomson Reuters Corp(TRI) | 4,236,459 | $346.0M | 49.15% |
| 2 | Vanguard S&P 500 ETF(VOO) | 212,750 | $146.1M | 20.76% |
| 3 | Vanguard TOT World STK ETF(VT) | 451,000 | $70.8M | 10.06% |
| 4 | Vanguard Ftse Developed ETF(VEA) | 748,200 | $53.3M | 7.57% |
| 5 | Spdr Gold Minishares Trust(GLDM) | 377,800 | $30.0M | 4.26% |
| 6 | Vanguard Ftse Emerging Marke(VWO) | 433,150 | $25.9M | 3.67% |
| 7 | Vanguard Total Bond Market(BND) | 254,300 | $18.7M | 2.65% |
| 8 | Ishares Msci International V(IVLU) | 172,700 | $7.2M | 1.03% |
| 9 | Ishares Bitcoin Trust ETF(IBIT) | 180,000 | $6.0M | 0.85% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Industrials | 53.47% | 0% | -53.47% |
| Unclassified | 46.53% | 100% | +53.47% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % |
|---|
| Change |
|---|
| Unclassified | 46.53% | 100% | +53.47% |
| Large Cap | 53.47% | 0% | -53.47% |
Quarter-over-quarter position changes