Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
As reported for the quarter ended December 31, 2017. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| VI Vanguard Index Fds | 34.3% | Unchanged | 922,344 | $226M |
| VT Vanguard Tax Managed Intl Fd | 15.4% | Unchanged | 2,269,629 | $102M |
| VI Vanguard Index Fds | 14.0% | Unchanged | 625,796 | $92.5M |
| IT Ishares Tr | 11.5% | Unchanged | 623,353 | $75.8M |
| IT Ishares Tr | 11.4% | Unchanged | 898,238 | $75.3M |
| VI Vanguard Index Fds | 7.6% | Unchanged | 605,690 | $50.3M |
| VI Vanguard Intl Equity Index F | 5.7% | Unchanged | 822,098 | $37.7M |
| PE Pimco ETF Tr | 0.0% | Unchanged | 0 | — |
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