| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | FIRST TR EXCHANGE TRADED FD | 208 | 14,000 | 0.00% | ||
| 52 | EXXON MOBIL CORP | 178 | 15,000 | 0.00% | ||
| 53 | FIRST TR EXCHANGE-TRADED FD | 128 | 16,000 | 0.00% | ||
| 54 | PIONEER HIGH INCOME TR | 1,500 | 17,000 | 0.00% | ||
| 55 | FIRST AMERN FINL CORP | 452 | 17,000 | 0.00% | ||
| 56 | COLUMBIA PPTY TR INC | 713 | 18,000 | 0.00% | ||
| 57 | VOYA GLBL EQTY DIV & PREM OP | 2,200 | 18,000 | 0.00% | ||
| 58 | BLACKROCK GLOBAL OPP EQTY TR | 1,300 | 18,000 | 0.00% | ||
| 59 | WELLS FARGO INCOME OPPORTUNI | 2,300 | 19,000 | 0.00% | ||
| 60 | VANGUARD SCOTTSDALE FDS | 308 | 25,000 | 0.01% | ||
| 61 | ISHARES TR | 297 | 32,000 | 0.01% | ||
| 62 | ISHARES TR | 339 | 38,000 | 0.01% | ||
| 63 | CERNER CORP | 620 | 43,000 | 0.01% | ||
| 64 | SPDR SERIES TRUST | 962 | 50,000 | 0.01% | ||
| 65 | EXELON CORP | 2,225 | 70,000 | 0.02% | ||
| 66 | PROCTER AND GAMBLE CO | 5,080 | 397,000 | 0.09% | ||
| 67 | VANGUARD MALVERN FDS | 56,523 | 2,752,000 | 0.62% | ||
| 68 | Van Eck | 111,201 | 3,325,000 | 0.75% | ||
| 69 | Spdr Ser Tr Nuveen Barcl | 231,938 | 5,631,000 | 1.28% | ||
| 70 | VANGUARD CHARLOTTE FDS | 131,117 | 6,867,000 | 1.56% | ||
| 71 | SPDR SERIES TRUST | 216,875 | 8,335,000 | 1.89% | ||
| 72 | SPDR SERIES TR | 358,321 | 8,499,000 | 1.93% | ||
| 73 | ISHARES TR | 113,703 | 12,304,000 | 2.79% | ||
| 74 | ISHARES TR | 107,272 | 12,414,000 | 2.82% | ||
| 75 | ISHARES TR | 126,902 | 14,959,000 | 3.39% | ||
| 76 | VANGUARD INDEX FDS | 264,548 | 19,759,000 | 4.48% | ||
| 77 | VANGUARD INTL EQUITY INDEX F | 674,860 | 27,588,000 | 6.26% | ||
| 78 | VANGUARD BD INDEX FDS | 381,440 | 30,588,000 | 6.94% | ||
| 79 | ISHARES TR | 216,384 | 32,453,000 | 7.36% | ||
| 80 | VANGUARD BD INDEX FDS | 696,546 | 56,601,000 | 12.84% | ||
| 81 | VANGUARD TAX-MANAGED FDS | 1,830,341 | 72,573,000 | 16.46% | ||
| 82 | SPDR S&P 500 ETF TR | 608,317 | 125,222,000 | 28.40% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000910886-15-000006, filed 2015.08.14).
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.
