| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crawford & Co | 750 | 7,000 | 0.00% | ||
| 2 | ALLSTATE CORP | 132 | 9,000 | 0.00% | ||
| 3 | BANK AMER CORP | 1,009 | 16,000 | 0.00% | ||
| 4 | PPL CORP | 500 | 17,000 | 0.00% | ||
| 5 | BP PRUDHOE BAY RTY TR | 1,040 | 19,000 | 0.01% | PRN | |
| 6 | CITIGROUPINC | 450 | 21,000 | 0.01% | ||
| 7 | APPLE INC | 203 | 23,000 | 0.01% | ||
| 8 | EMERSON ELEC CO | 484 | 26,000 | 0.01% | ||
| 9 | DOW CHEM CO | 561 | 29,000 | 0.01% | ||
| 10 | HANOVER INS GROUP INC | 400 | 30,000 | 0.01% | ||
| 11 | CHUBB LIMITED | 248 | 31,000 | 0.01% | ||
| 12 | CATERPILLAR INC | 400 | 36,000 | 0.01% | ||
| 13 | ARCHER DANIELS MIDLAND CO | 918 | 39,000 | 0.01% | ||
| 14 | FORD MTR CO DEL | 3,496 | 42,000 | 0.01% | ||
| 15 | HARTFORD FINL SVCS GROUP INC | 1,500 | 64,000 | 0.02% | ||
| 16 | AT&T INC | 1,700 | 69,000 | 0.02% | ||
| 17 | HERSHEY CO | 965 | 92,000 | 0.03% | ||
| 18 | GENERAL ELECTRIC CO | 3,972 | 118,000 | 0.03% | ||
| 19 | JOHNSON & JOHNSON | 1,598 | 189,000 | 0.05% | ||
| 20 | FNB CORP PA | 3,000 | 377,000 | 0.11% | ||
| 21 | TOTAL S A | 12,265 | 585,000 | 0.17% | ||
| 22 | PROCTER AND GAMBLE CO | 763 | 668,000 | 0.19% | ||
| 23 | SPDR SERIES TRUST | 11,269 | 669,000 | 0.19% | ||
| 24 | SCHWAB US DIVIDEND EQUITY ETF | 18,450 | 781,000 | 0.22% | ||
| 25 | VANGUARD INDEX FDS | 10,340 | 1,338,000 | 0.38% | ||
| 26 | VANGUARD INDEX FDS | 13,560 | 1,443,000 | 0.41% | ||
| 27 | ISHARES TR | 19,702 | 1,513,000 | 0.43% | ||
| 28 | SCHWAB U.S. SMALL-CAP ETF | 36,897 | 2,123,000 | 0.61% | ||
| 29 | ISHARES TR | 24,947 | 2,635,000 | 0.76% | ||
| 30 | VANGUARD INDEX FDS | 28,553 | 3,160,000 | 0.91% | ||
| 31 | VANGUARD INDEX FDS | 37,088 | 3,678,000 | 1.05% | ||
| 32 | ISHARES TR | 38,309 | 3,991,000 | 1.14% | ||
| 33 | SCHWAB U.S. MID-CAP ETF | 92,048 | 4,006,000 | 1.15% | ||
| 34 | VANGUARD INDEX FDS | 25,094 | 4,986,000 | 1.43% | ||
| 35 | SCHWAB U.S. LARGE-CAP VALUE ETF | 109,735 | 5,000,000 | 1.43% | ||
| 36 | VANGUARD INDEX FDS | 41,843 | 5,514,000 | 1.58% | ||
| 37 | INDEXIQ ETF TR | 250,412 | 7,337,000 | 2.10% | PRN | |
| 38 | VANGUARD INTL EQUITY INDEX F | 229,639 | 8,641,000 | 2.48% | ||
| 39 | VANGUARD INTL EQUITY INDEX F | 229,069 | 10,407,000 | 2.99% | ||
| 40 | VANGUARD INDEX FDS | 126,061 | 11,796,000 | 3.38% | ||
| 41 | ISHARES TR | 111,024 | 13,013,000 | 3.73% | ||
| 42 | VANGUARD INDEX FDS | 144,888 | 16,270,000 | 4.67% | ||
| 43 | VANGUARD INDEX FDS | 268,581 | 23,367,000 | 6.70% | ||
| 44 | JPMORGAN CHASE & CO | 1,069,347 | 33,684,000 | 9.66% | PRN | |
| 45 | SCHWAB U.S. LARGE-CAP ETF | 3,501,985 | 180,772,000 | 51.85% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000882119-16-000016, filed 2016.10.27).
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.
