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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $53.5M | 81893 | 20.66% |
| 2 | VANGUARD BD INDEX FDS | $53.5M | 725952 | 20.64% |
| 3 | VANGUARD INTL EQUITY INDEX F | $32.7M | 436044 | 12.65% |
| 4 | VANGUARD INDEX FDS | $32.4M | 123580 | 12.50% |
| 5 | VANGUARD INDEX FDS | $13.9M | 156811 | 5.37% |
| 6 | ISHARES TR | $6.6M | 138765 | 2.55% |
| 7 | VANGUARD BD INDEX FDS | $6.5M | 82716 | 2.50% |
| 8 | ISHARES TR | $5.6M | 49270 | 2.16% |
| 9 | VANGUARD TAX-MANAGED FDS | $5.6M | 86840 | 2.15% |
| 10 | VANGUARD INDEX FDS | $5.2M | 16312 | 2.02% |
| 11 | ISHARES TR | $4.7M | 99516 | 1.81% |
| 12 | ISHARES TR | $4.6M | 94195 | 1.76% |
| 13 | ISHARES TR | $4.3M | 43632 | 1.67% |
| 14 | VANGUARD WORLD FD | $4.2M | 58666 | 1.63% |
| 15 | SPDR SERIES TRUST | $3.5M | 45573 | 1.35% |
| 16 | VANGUARD INDEX FDS | $3.4M | 5627 | 1.30% |
| 17 | ISHARES TR | $2.9M | 23595 | 1.13% |
| 18 | VANGUARD INDEX FDS | $2.5M | 8278 | 0.96% |
| 19 | VANGUARD STAR FDS | $2.4M | 31668 | 0.94% |
| 20 | SCHWAB STRATEGIC TR | $2.3M | 77805 | 0.87% |
| 21 | VANGUARD MUN BD FDS | $1.5M | 30112 | 0.58% |
| 22 | ISHARES TR | $1.4M | 10861 | 0.55% |
| 23 | VANGUARD INDEX FDS | $1.1M | 3879 | 0.43% |
| 24 | ISHARES TR | $822K | 5769 | 0.32% |
| 25 | APPLE INC | $701K | 2763 | 0.27% |
| 26 | STATE STR SPDR S&P 500 ETF T | $698K | 1073 | 0.27% |
| 27 | MICROSOFT CORP | $606K | 1638 | 0.23% |
| 28 | SCHWAB STRATEGIC TR | $530K | 24652 | 0.20% |
| 29 | ISHARES TR | $339K | 5015 | 0.13% |
| 30 | VANGUARD WORLD FD | $275K | 2453 | 0.11% |
| 31 | DBX ETF TR | $256K | 4285 | 0.10% |
| 32 | AMPHENOL CORP | $239K | 1895 | 0.09% |
| 33 | BERKSHIRE HATHAWAY INC DEL | $229K | 478 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.