Disclosed positions
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $632,688,685 | 921,199 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $561,441,335 | 749,698 | SH | None |
| ISHARES TR | ACWI | MSCI ACWI ETF | $218,350,764 | 1,391,035 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $50,293,490 | 1,038,478 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $33,475,630 | 338,206 | SH | None |
| ISHARES INC | URTH | MSCI WORLD ETF | $29,694,055 | 146,536 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $16,306,374 | 168,838 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $16,258,110 | 228,184 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.