| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 47,125,468 | 3,972,677,000 | 17.05% | ||
| 2 | ISHARES TR | 32,138,782 | 3,619,310,000 | 15.54% | ||
| 3 | ISHARES TR | 34,980,300 | 1,952,600,000 | 8.38% | ||
| 4 | VANGUARD INDEX FDS | 19,522,707 | 1,659,235,000 | 7.12% | ||
| 5 | ISHARES TR | 12,518,396 | 1,292,274,000 | 5.55% | ||
| 6 | VANGUARD INDEX FDS | 9,387,960 | 1,006,389,000 | 4.32% | ||
| 7 | VANGUARD INDEX FDS | 8,375,860 | 802,827,000 | 3.45% | ||
| 8 | VANGUARD TAX-MANAGED FDS | 22,680,830 | 801,994,000 | 3.44% | ||
| 9 | ISHARES TR | 18,053,000 | 775,196,000 | 3.33% | ||
| 10 | VANGUARD BD INDEX FDS | 9,101,365 | 737,757,000 | 3.17% | ||
| 11 | ISHARES TR | 6,898,006 | 692,284,000 | 2.97% | ||
| 12 | VANGUARD INDEX FDS | 5,306,250 | 558,801,000 | 2.40% | ||
| 13 | VANGUARD INDEX FDS | 4,354,787 | 503,762,000 | 2.16% | ||
| 14 | VANGUARD BD INDEX FDS | 5,495,862 | 484,021,000 | 2.08% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 11,242,012 | 481,721,000 | 2.07% | ||
| 16 | ISHARES TR | 4,001,424 | 460,084,000 | 1.97% | ||
| 17 | ISHARES MSCI EAFE SMALL CAP IDX FD | 8,277,532 | 399,473,000 | 1.71% | ||
| 18 | VANGUARD INTL EQUITY INDEX F | 9,308,237 | 327,930,000 | 1.41% | ||
| 19 | ISHARES TR | 2,667,033 | 310,922,000 | 1.33% | ||
| 20 | VANGUARD WHITEHALL FDS | 3,501,058 | 250,186,000 | 1.07% | ||
| 21 | VANGUARD INDEX FDS | 1,958,156 | 242,087,000 | 1.04% | ||
| 22 | ISHARES TR | 2,590,593 | 192,454,000 | 0.83% | ||
| 23 | ISHARES TR | 2,887,845 | 188,923,000 | 0.81% | ||
| 24 | VANGUARD INDEX FDS | 1,516,175 | 187,854,000 | 0.81% | ||
| 25 | ISHARES TR | 1,391,523 | 130,218,000 | 0.56% | ||
| 26 | SCHWAB U.S. REIT ETF | 2,900,765 | 126,009,000 | 0.54% | ||
| 27 | SPDR DOW JONES INDL AVRG ETF | 597,283 | 106,914,000 | 0.46% | ||
| 28 | VANGUARD INDEX FDS | 1,197,160 | 106,643,000 | 0.46% | ||
| 29 | SPDR SER TR | 986,086 | 82,752,000 | 0.36% | ||
| 30 | VANGUARD INDEX FDS | 483,949 | 51,861,000 | 0.22% | ||
| 31 | ISHARES TR | 246,440 | 36,815,000 | 0.16% | ||
| 32 | ISHARES TR | 205,008 | 34,482,000 | 0.15% | ||
| 33 | ISHARES TR | 252,622 | 23,469,000 | 0.10% | ||
| 34 | JOHNSON & JOHNSON | 147,657 | 17,911,000 | 0.08% | ||
| 35 | ISHARES TR S&P 100 ETF | 175,920 | 16,343,000 | 0.07% | ||
| 36 | MICROSOFT CORP | 308,612 | 15,792,000 | 0.07% | ||
| 37 | PFIZER INC | 432,189 | 15,218,000 | 0.07% | ||
| 38 | CHEVRON CORP NEW | 144,310 | 15,128,000 | 0.06% | ||
| 39 | PROCTER AND GAMBLE CO | 171,084 | 14,486,000 | 0.06% | ||
| 40 | ISHARES RUSSELL 1000 ETF | 121,478 | 14,199,000 | 0.06% | ||
| 41 | SPDR S&P 500 ETF TR | 64,799 | 13,573,000 | 0.06% | ||
| 42 | WELLS FARGO & CO NEW | 271,306 | 12,841,000 | 0.06% | ||
| 43 | MERCK & CO INC | 216,942 | 12,498,000 | 0.05% | ||
| 44 | APPLE INC | 127,627 | 12,201,000 | 0.05% | ||
| 45 | 3M CO | 69,639 | 12,195,000 | 0.05% | ||
| 46 | DISNEY WALT CO | 124,640 | 12,192,000 | 0.05% | ||
| 47 | ISHARES TR | 89,422 | 12,007,000 | 0.05% | ||
| 48 | UNITED TECHNOLOGIES CORP | 114,344 | 11,726,000 | 0.05% | ||
| 49 | BERKSHIRE HATHAWAY INC DEL | 78,559 | 11,375,000 | 0.05% | ||
| 50 | ALPHABET INC | 15,197 | 10,692,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-019986, filed 2016.08.15).
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.
