| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 13,520,386 | 473,349,000 | 26.04% | ||
| 2 | SPDR SER TR | 3,351,786 | 188,341,000 | 10.36% | ||
| 3 | VANGUARD BD INDEX FDS | 2,165,139 | 174,922,000 | 9.62% | ||
| 4 | VANGUARD INDEX FDS | 739,122 | 85,235,000 | 4.69% | ||
| 5 | VANGUARD SCOTTSDALE FDS | 1,329,513 | 69,520,000 | 3.82% | ||
| 6 | ISHARES INC | 1,259,961 | 53,485,000 | 2.94% | ||
| 7 | VANGUARD WORLD FD | 796,739 | 53,453,000 | 2.94% | ||
| 8 | VANGUARD WORLD FD | 580,416 | 50,560,000 | 2.78% | ||
| 9 | VANGUARD TAX-MANAGED FDS | 1,079,439 | 39,442,000 | 2.17% | ||
| 10 | VANGUARD SPECIALIZED FUNDS | 401,667 | 34,214,000 | 1.88% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 663,689 | 29,322,000 | 1.61% | ||
| 12 | VANGUARD SCOTTSDALE FDS | 332,176 | 26,365,000 | 1.45% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 423,007 | 24,585,000 | 1.35% | ||
| 14 | VANGUARD INTL EQUITY INDEX F | 471,845 | 22,620,000 | 1.24% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 192,522 | 18,102,000 | 1.00% | ||
| 16 | PROCTER AND GAMBLE CO | 209,097 | 17,581,000 | 0.97% | ||
| 17 | VANGUARD BD INDEX FDS | 195,998 | 17,469,000 | 0.96% | ||
| 18 | VANGUARD INTL EQUITY INDEX F | 486,214 | 17,397,000 | 0.96% | ||
| 19 | VANGUARD INDEX FDS | 173,760 | 16,888,000 | 0.93% | ||
| 20 | VANGUARD INDEX FDS | 134,728 | 16,302,000 | 0.90% | ||
| 21 | SPDR S&P 500 ETF TR | 60,408 | 13,503,000 | 0.74% | ||
| 22 | VANGUARD INDEX FDS | 106,863 | 11,292,000 | 0.62% | ||
| 23 | ISHARES TR | 91,894 | 9,640,000 | 0.53% | ||
| 24 | VANGUARD INDEX FDS | 114,888 | 9,481,000 | 0.52% | ||
| 25 | SPDR SER TR | 102,221 | 8,746,000 | 0.48% | ||
| 26 | ISHARES TR | 78,045 | 8,744,000 | 0.48% | ||
| 27 | NVR INC | 5,027 | 8,390,000 | 0.46% | ||
| 28 | CHEVRON CORP NEW | 61,887 | 7,284,000 | 0.40% | ||
| 29 | ISHARES TR | 29,664 | 6,674,000 | 0.37% | ||
| 30 | EXXON MOBIL CORP | 73,626 | 6,646,000 | 0.37% | ||
| 31 | MICROSOFT CORP | 104,589 | 6,499,000 | 0.36% | ||
| 32 | APPLE INC | 52,605 | 6,093,000 | 0.34% | ||
| 33 | VANGUARD INDEX FDS | 43,297 | 5,765,000 | 0.32% | ||
| 34 | JOHNSON & JOHNSON | 48,215 | 5,554,000 | 0.31% | ||
| 35 | ISHARES TR | 88,223 | 5,093,000 | 0.28% | ||
| 36 | JPMORGAN CHASE & CO | 57,531 | 4,965,000 | 0.27% | ||
| 37 | VANGUARD WHITEHALL FDS | 63,448 | 4,808,000 | 0.26% | ||
| 38 | VERIZON COMMUNICATIONS INC | 80,011 | 4,270,000 | 0.23% | ||
| 39 | ISHARES TR | 92,883 | 4,200,000 | 0.23% | ||
| 40 | HOME DEPOT INC | 30,662 | 4,111,000 | 0.23% | ||
| 41 | PFIZER INC | 123,202 | 4,002,000 | 0.22% | ||
| 42 | INTEL CORP | 105,540 | 3,827,000 | 0.21% | ||
| 43 | PAYCHEX INC | 59,817 | 3,642,000 | 0.20% | ||
| 44 | ISHARES TR | 55,787 | 3,553,000 | 0.20% | ||
| 45 | AT&T INC | 82,376 | 3,504,000 | 0.19% | ||
| 46 | ISHARES TR | 135,826 | 3,440,000 | 0.19% | ||
| 47 | RYDEX ETF TRUST | 38,862 | 3,367,000 | 0.19% | ||
| 48 | CISCO SYS INC | 110,307 | 3,334,000 | 0.18% | ||
| 49 | ISHARES TR | 130,353 | 3,290,000 | 0.18% | ||
| 50 | UNITED PARCEL SERVICE INC | 28,605 | 3,280,000 | 0.18% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000260, filed 2017.02.02).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
