| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 25 | 1,000 | 0.00% | ||
| 2 | SCHWAB EMERGING MARKETS EQUITY ETF | 32 | 1,000 | 0.00% | ||
| 3 | ISHARES RUSSELL 2000 GROWTH ETF | 13 | 2,000 | 0.00% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 18 | 2,000 | 0.00% | ||
| 5 | ISHARES 20 YEAR TREASURY BOND ETF | 16 | 2,000 | 0.00% | ||
| 6 | PIMCO ETF TR | 40 | 4,000 | 0.00% | ||
| 7 | VANGUARD LONG TERM BOND ETF | 41 | 4,000 | 0.00% | ||
| 8 | SPDR SSGA GLOBAL ALLOCATION ETF | 119 | 4,000 | 0.00% | ||
| 9 | ISHARES TR | 59 | 6,000 | 0.00% | ||
| 10 | ISHARES RUSSELL 1000 ETF | 55 | 7,000 | 0.00% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 132 | 7,000 | 0.00% | ||
| 12 | VANGUARD INDEX FDS | 84 | 9,000 | 0.01% | ||
| 13 | VANGUARD BD INDEX FDS | 185 | 15,000 | 0.01% | ||
| 14 | ISHARES TR | 400 | 18,000 | 0.01% | ||
| 15 | ISHARES TR | 272 | 18,000 | 0.01% | ||
| 16 | SPDR SERIES TRUST | 420 | 18,000 | 0.01% | ||
| 17 | ISHARES TR | 385 | 19,000 | 0.01% | ||
| 18 | SPDR PORTFOLIO AGGREGATE BOND ETF | 343 | 20,000 | 0.01% | ||
| 19 | ISHARES TR | 149 | 20,000 | 0.01% | ||
| 20 | PROSHARES TR | 292 | 20,000 | 0.01% | ||
| 21 | ALPS ETF TR | 523 | 22,000 | 0.01% | ||
| 22 | SELECT SECTOR SPDR TR | 310 | 23,000 | 0.01% | ||
| 23 | SCHWAB US DIVIDEND EQUITY ETF | 514 | 23,000 | 0.01% | ||
| 24 | VANGUARD INDEX FDS | 272 | 26,000 | 0.02% | ||
| 25 | ISHARES TR | 380 | 30,000 | 0.02% | ||
| 26 | SPDR SERIES TRUST | 752 | 31,000 | 0.02% | ||
| 27 | SCHWAB U.S. LARGE-CAP ETF | 568 | 32,000 | 0.02% | ||
| 28 | ISHARES TR | 396 | 33,000 | 0.02% | ||
| 29 | ISHARES TR | 301 | 34,000 | 0.02% | ||
| 30 | ISHARES TR | 345 | 38,000 | 0.02% | ||
| 31 | ISHARES TR | 289 | 40,000 | 0.02% | ||
| 32 | VANGUARD BD INDEX FDS | 522 | 44,000 | 0.03% | ||
| 33 | VANGUARD INTL EQUITY INDEX F | 905 | 47,000 | 0.03% | ||
| 34 | ISHARES TR | 162 | 48,000 | 0.03% | ||
| 35 | SPDR SER TR S&P 600 SML CAP | 415 | 50,000 | 0.03% | ||
| 36 | VANGUARD INDEX FDS | 425 | 52,000 | 0.03% | ||
| 37 | SPDR SER TR | 672 | 59,000 | 0.04% | ||
| 38 | ISHARES TR | 997 | 63,000 | 0.04% | ||
| 39 | VANGUARD INDEX FDS | 487 | 68,000 | 0.04% | ||
| 40 | ISHARES TR | 818 | 69,000 | 0.04% | ||
| 41 | VANGUARD INDEX FDS | 611 | 75,000 | 0.05% | ||
| 42 | ISHARES TR | 1,267 | 79,000 | 0.05% | ||
| 43 | PIMCO 15 PLUS YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND | 1,200 | 80,000 | 0.05% | ||
| 44 | ISHARES TR CONSER ALLOC ETF | 2,405 | 80,000 | 0.05% | ||
| 45 | VANGUARD INDEX FDS | 622 | 83,000 | 0.05% | ||
| 46 | ISHARES TR | 530 | 85,000 | 0.05% | ||
| 47 | SCHWAB U.S. MID-CAP ETF | 2,161 | 102,000 | 0.06% | ||
| 48 | ALPHABET INC | 137 | 114,000 | 0.07% | ||
| 49 | VANGUARD INDEX FDS | 1,061 | 115,000 | 0.07% | ||
| 50 | ISHARES TR | 2,803 | 119,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-20-002494, 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.
