| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 37 | 1,000 | 0.00% | ||
| 2 | SCHWAB EMERGING MARKETS EQUITY ETF | 32 | 1,000 | 0.00% | ||
| 3 | ISHARES RUSSELL 2000 VALUE ETF | 19 | 2,000 | 0.00% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 18 | 2,000 | 0.00% | ||
| 5 | ISHARES RUSSELL 2000 GROWTH ETF | 13 | 2,000 | 0.00% | ||
| 6 | ALPS ETF TR | 100 | 3,000 | 0.00% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 44 | 3,000 | 0.00% | ||
| 8 | SCHWAB INTERNATIONAL EQUITY ETF | 100 | 3,000 | 0.00% | ||
| 9 | VANGUARD BD INDEX FDS | 41 | 4,000 | 0.00% | ||
| 10 | SPDR SSGA | 119 | 4,000 | 0.00% | ||
| 11 | PIMCO ETF TR | 40 | 4,000 | 0.00% | ||
| 12 | ISHARES TR | 59 | 6,000 | 0.00% | ||
| 13 | ISHARES RUSSELL 1000 ETF | 55 | 7,000 | 0.00% | ||
| 14 | VANGUARD INDEX FDS | 84 | 8,000 | 0.01% | ||
| 15 | ISHARES MSCI EAFE SMALL CAP IDX FD | 200 | 10,000 | 0.01% | ||
| 16 | ISHARES RUSSELL 3000 ETF | 120 | 15,000 | 0.01% | ||
| 17 | SELECT SECTOR SPDR TR | 285 | 17,000 | 0.01% | ||
| 18 | DBX ETF TRUST XTRACK MSCI JAPN ETF | 536 | 18,000 | 0.01% | ||
| 19 | SPDR SER TR | 420 | 18,000 | 0.01% | ||
| 20 | SELECT SECTOR SPDR TR | 390 | 19,000 | 0.01% | ||
| 21 | SPDR PORTFOLIO AGGREGATE BOND ETF | 343 | 20,000 | 0.01% | ||
| 22 | SPDR SER TR | 400 | 20,000 | 0.01% | ||
| 23 | ISHARES TR | 400 | 21,000 | 0.01% | ||
| 24 | ISHARES TR | 193 | 21,000 | 0.01% | ||
| 25 | ALPS ETF TRUST SECTR DIV DOGS ETF | 523 | 22,000 | 0.01% | ||
| 26 | ISHARES TR | 490 | 23,000 | 0.01% | ||
| 27 | VANGUARD INDEX FDS | 272 | 24,000 | 0.02% | ||
| 28 | ISHARES TR | 380 | 31,000 | 0.02% | ||
| 29 | SPDR SER TR | 752 | 33,000 | 0.02% | ||
| 30 | VANGUARD BD INDEX FDS | 425 | 34,000 | 0.02% | ||
| 31 | ISHARES TR | 289 | 36,000 | 0.02% | ||
| 32 | ISHARES TR | 282 | 39,000 | 0.02% | ||
| 33 | SCHWAB US DIVIDEND EQUITY ETF | 965 | 41,000 | 0.03% | ||
| 34 | SELECT SECTOR SPDR TR | 825 | 44,000 | 0.03% | ||
| 35 | SPDR SER TR S&P 600 SML CAP | 415 | 46,000 | 0.03% | ||
| 36 | VANGUARD BD INDEX FDS | 522 | 46,000 | 0.03% | ||
| 37 | VANGUARD INDEX FDS | 445 | 47,000 | 0.03% | ||
| 38 | VANGUARD INDEX FDS | 425 | 48,000 | 0.03% | ||
| 39 | ISHARES TR | 725 | 49,000 | 0.03% | ||
| 40 | DBX ETF TR | 1,997 | 53,000 | 0.03% | ||
| 41 | SPDR SER TR | 672 | 57,000 | 0.04% | ||
| 42 | ISHARES TR | 698 | 59,000 | 0.04% | ||
| 43 | ISHARES TR | 317 | 69,000 | 0.04% | ||
| 44 | ISHARES TR | 608 | 75,000 | 0.05% | ||
| 45 | ISHARES TR | 500 | 77,000 | 0.05% | ||
| 46 | ISHARES TR | 530 | 78,000 | 0.05% | ||
| 47 | ISHARES | 2,405 | 80,000 | 0.05% | ||
| 48 | ISHARES TR | 1,371 | 81,000 | 0.05% | ||
| 49 | ISHARES | 2,298 | 83,000 | 0.05% | ||
| 50 | PIMCO 15 PLUS YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND | 1,200 | 86,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-20-002488, filed 2020.02.10).
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.
