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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX MANAGED INTL FD | $8.84B | 137,930,799 | 16.75% |
| 2 | VANGUARD INDEX FDS | $7.87B | 24,526,707 | 14.91% |
| 3 | SPDR State Street Global Advisors | $7.01B | 91,626,856 | 13.29% |
| 4 | VANGUARD INTL EQUITY INDEX F | $2.88B | 53,371,727 | 5.47% |
| 5 | ISHARES TR | $2.37B | 23,905,376 | 4.50% |
| 6 | ISHARES TR | $2.08B | 19,583,732 | 3.94% |
| 7 | ISHARES TR | $1.51B | 10,617,929 | 2.87% |
| 8 | SPDR State Street Global Advisors | $1.20B | 20,199,297 | 2.27% |
| 9 | VANGUARD INDEX FDS | $954.4M | 4,864,568 | 1.81% |
| 10 | VANGUARD CHARLOTTE FDS | $932.2M | 19,400,574 | 1.77% |
| 11 | SPDR State Street Global Advisors | $919.0M | 19,018,965 | 1.74% |
| 12 | ISHARES TR | $838.5M | 9,262,506 | 1.59% |
| 13 | SCHWAB STRATEGIC TR | $733.3M | 28,599,516 | 1.39% |
| 14 | Goldman Sachs | $721.9M | 5,769,076 | 1.37% |
| 15 | JP Morgan | $690.9M | 13,652,039 | 1.31% |
| 16 | VANGUARD INDEX FDS | $689.6M | 3,741,881 | 1.31% |
| 17 | VANGUARD INDEX FDS | $633.7M | 2,917,128 | 1.20% |
| 18 | Goldman Sachs | $611.1M | 6,099,166 | 1.16% |
| 19 | iShares | $571.6M | 4,041,916 | 1.08% |
| 20 | SCHWAB STRATEGIC TR | $524.9M | 21,209,364 | 0.99% |
| 21 | SPDR SERIES TRUST | $524.3M | 11,563,595 | 0.99% |
| 22 | ISHARES TR | $507.9M | 5,407,726 | 0.96% |
| 23 | iShares | $464.1M | 4,487,580 | 0.88% |
| 24 | SCHWAB STRATEGIC TR | $394.5M | 15,717,854 | 0.75% |
| 25 | ISHARES INC | $394.3M | 5,653,446 | 0.75% |
| 26 | SPDR State Street Global Advisors | $377.4M | 8,266,335 | 0.72% |
| 27 | iShares | $374.7M | 3,918,891 | 0.71% |
| 28 | VANGUARD WHITEHALL FDS INC | $374.4M | 5,700,214 | 0.71% |
| 29 | VANGUARD BD INDEX FD INC | $345.7M | 6,930,029 | 0.66% |
| 30 | J P MORGAN EXCHANGE TRADED | $293.5M | 6,234,652 | 0.56% |
| 31 | iShares | $290.0M | 1,301,436 | 0.55% |
| 32 | VANGUARD INDEX FDS | $228.5M | 382,432 | 0.43% |
| 33 | ISHARES TR | $215.5M | 1,478,807 | 0.41% |
| 34 | iShares | $144.7M | 3,182,530 | 0.27% |
| 35 | Goldman Sachs | $141.9M | 3,290,100 | 0.27% |
| 36 | VANGUARD INDEX FDS | $140.5M | 321,772 | 0.27% |
| 37 | Dimensional | $133.2M | 3,427,113 | 0.25% |
| 38 | ISHARES TR | $127.5M | 672,519 | 0.24% |
| 39 | SPDR State Street Global Advisors | $127.2M | 2,247,354 | 0.24% |
| 40 | Engine No. 1 | $123.3M | 1,615,436 | 0.23% |
| 41 | SCHWAB STRATEGIC TR | $122.0M | 4,000,948 | 0.23% |
| 42 | VANGUARD BD INDEX FD INC | $118.0M | 1,601,843 | 0.22% |
| 43 | ISHARES TR | $111.3M | 2,223,553 | 0.21% |
| 44 | SPDR State Street Global Advisors | $104.5M | 1,971,282 | 0.20% |
| 45 | SPDR State Street Global Advisors | $100.8M | 2,148,733 | 0.19% |
| 46 | ISHARES TR | $95.9M | 146,784 | 0.18% |
| 47 | Goldman Sachs | $89.5M | 2,071,837 | 0.17% |
| 48 | State Street Global Advisors Inc | $86.9M | 1,485,819 | 0.16% |
| 49 | JP Morgan Investment Management Inc | $84.5M | 1,697,584 | 0.16% |
| 50 | BlackRock Fund Advisors | $84.1M | 1,789,266 | 0.16% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.