Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $83.2M | 3088558 | 15.12% |
| 2 | VANGUARD CHARLOTTE FDS | $83.0M | 1677297 | 15.07% |
| 3 | ISHARES TR | $75.7M | 796082 | 13.76% |
| 4 | ISHARES TR | $73.5M | 1407927 | 13.35% |
| 5 | VANGUARD INDEX FDS | $27.6M | 45017 | 5.01% |
| 6 | VANGUARD INDEX FDS | $26.1M | 79427 | 4.73% |
| 7 | ISHARES TR | $23.0M | 222335 | 4.17% |
| 8 | ISHARES TR | $22.6M | 88088 | 4.10% |
| 9 | SPDR SERIES TRUST | $21.7M | 395140 | 3.94% |
| 10 | VANGUARD WORLD FD | $15.5M | 63370 | 2.81% |
| 11 | SCHWAB STRATEGIC TR | $13.0M | 495277 | 2.37% |
| 12 | VANGUARD SCOTTSDALE FDS | $11.5M | 146989 | 2.09% |
| 13 | VANGUARD SCOTTSDALE FDS | $11.3M | 240360 | 2.05% |
| 14 | DIMENSIONAL ETF TRUST | $8.2M | 194181 | 1.49% |
| 15 | SPDR INDEX SHS FDS | $7.4M | 173336 | 1.35% |
| 16 | SCHWAB STRATEGIC TR | $7.0M | 322193 | 1.26% |
| 17 | VANGUARD INDEX FDS | $6.5M | 13476 | 1.17% |
| 18 | VANGUARD TAX-MANAGED FDS | $5.7M | 94692 | 1.03% |
| 19 | VANGUARD INDEX FDS | $5.1M | 20143 | 0.93% |
| 20 | VANGUARD INTL EQUITY INDEX F | $3.3M | 61463 | 0.60% |
| 21 | VANGUARD INDEX FDS | $3.1M | 10684 | 0.57% |
| 22 | ISHARES TR | $2.9M | 20227 | 0.53% |
| 23 | VANGUARD INDEX FDS | $2.7M | 29990 | 0.50% |
| 24 | VANGUARD MALVERN FDS | $2.2M | 44307 | 0.41% |
| 25 | VANGUARD INDEX FDS | $2.0M | 10664 | 0.36% |
| 26 | VANGUARD SCOTTSDALE FDS | $2.0M | 28004 | 0.35% |
| 27 | CABOT CORP | $1.9M | 24979 | 0.35% |
| 28 | ISHARES TR | $1.0M | 10770 | 0.18% |
| 29 | DIMENSIONAL ETF TRUST | $921K | 15818 | 0.17% |
| 30 | ISHARES INC | $540K | 12445 | 0.10% |
| 31 | DIMENSIONAL ETF TRUST | $461K | 12682 | 0.08% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.