| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | INTERNATIONAL BUSINESS MACHS | 1,181 | 163,000 | 0.14% | ||
| 52 | ISHARES TR | 4,813 | 164,000 | 0.14% | ||
| 53 | SELECT SECTOR SPDR TR | 3,626 | 183,000 | 0.15% | ||
| 54 | ISHARES TR | 4,075 | 183,000 | 0.15% | ||
| 55 | DBX ETF TR | 9,229 | 239,000 | 0.20% | ||
| 56 | ISHARES TR | 2,000 | 245,000 | 0.20% | ||
| 57 | SPDR SER TR | 6,324 | 265,000 | 0.22% | ||
| 58 | ISHARES TR | 8,942 | 348,000 | 0.29% | ||
| 59 | COLGATE PALMOLIVE CO | 5,482 | 365,000 | 0.30% | ||
| 60 | Berkshire Hathaway Class A 1/100 | 200 | 396,000 | 0.33% | ||
| 61 | APPLE INC | 4,196 | 442,000 | 0.37% | ||
| 62 | BERKSHIRE HATHAWAY INC DEL | 3,346 | 442,000 | 0.37% | ||
| 63 | VANGUARD CHARLOTTE FDS | 20,693 | 1,094,000 | 0.91% | ||
| 64 | MEDTRONIC PLC | 28,200 | 2,169,000 | 1.81% | ||
| 65 | ISHARES TRUST S&P 100 ETF | 25,566 | 2,331,000 | 1.95% | ||
| 66 | VANGUARD STAR FDS | 186,977 | 8,435,000 | 7.04% | ||
| 67 | SCHWAB INTERNATIONAL EQUITY ETF | 415,273 | 11,445,000 | 9.55% | ||
| 68 | VANGUARD INDEX FDS | 135,380 | 11,636,000 | 9.71% | ||
| 69 | DBX ETF TR | 482,098 | 13,094,000 | 10.93% | ||
| 70 | VANGUARD INDEX FDS | 129,455 | 13,502,000 | 11.27% | ||
| 71 | SCHWAB US AGGREGATE BOND ETF | 360,318 | 18,556,000 | 15.49% | ||
| 72 | SCHWAB U.S. BROAD MARKET ETF | 663,976 | 32,561,000 | 27.18% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000714364-16-000010, filed 2016.01.29).
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.
