| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HDFC BANK LTD | 177,898 | 13,381,000 | 3.29% | ||
| 2 | SCHWAB INTERNATIONAL EQUITY ETF | 423,435 | 12,648,000 | 3.11% | ||
| 3 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL INTL | 459,411 | 12,312,000 | 3.03% | ||
| 4 | FIRST REP BK SAN FRANCISCO C | 118,670 | 11,132,000 | 2.74% | ||
| 5 | APPLE INC | 73,068 | 10,497,000 | 2.58% | ||
| 6 | SCHWAB U.S. LARGE-CAP ETF | 185,041 | 10,412,000 | 2.56% | ||
| 7 | JPMORGAN CHASE & CO | 118,231 | 10,385,000 | 2.55% | ||
| 8 | DISNEY WALT CO | 86,067 | 9,759,000 | 2.40% | ||
| 9 | BERKSHIRE HATHAWAY INC DEL | 55,075 | 9,180,000 | 2.26% | ||
| 10 | TJX COS INC NEW | 114,885 | 9,085,000 | 2.24% | ||
| 11 | SPDR GOLD TR | 69,114 | 8,205,000 | 2.02% | ||
| 12 | JOHNSON & JOHNSON | 65,825 | 8,199,000 | 2.02% | ||
| 13 | CINTAS CORP | 59,505 | 7,530,000 | 1.85% | ||
| 14 | SONY GROUP CORP | 220,901 | 7,451,000 | 1.83% | ||
| 15 | NETEASE INC | 26,161 | 7,430,000 | 1.83% | ||
| 16 | ECOLAB INC | 56,981 | 7,142,000 | 1.76% | ||
| 17 | VISA INC | 77,255 | 6,866,000 | 1.69% | ||
| 18 | HOME DEPOT INC | 46,039 | 6,760,000 | 1.66% | ||
| 19 | CHUBB LIMITED | 49,286 | 6,715,000 | 1.65% | ||
| 20 | SCHWAB EMERGING MARKETS EQUITY ETF | 274,094 | 6,570,000 | 1.62% | ||
| 21 | ROCKWELL AUTOMATION INC | 41,871 | 6,520,000 | 1.60% | ||
| 22 | ISHARES TR | 188,965 | 6,043,000 | 1.49% | ||
| 23 | EBAY INC | 175,323 | 5,886,000 | 1.45% | ||
| 24 | CDW CORP | 101,341 | 5,848,000 | 1.44% | ||
| 25 | EXXON MOBIL CORP | 71,222 | 5,841,000 | 1.44% | ||
| 26 | VANGUARD INDEX FDS | 58,468 | 5,840,000 | 1.44% | ||
| 27 | CHECK POINT SOFTWARE TECH LT | 55,277 | 5,675,000 | 1.40% | ||
| 28 | SPDR SERIES TRUST | 129,430 | 5,563,000 | 1.37% | ||
| 29 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL EMERG | 209,786 | 5,544,000 | 1.36% | ||
| 30 | NEWMONT CORP | 155,969 | 5,141,000 | 1.26% | ||
| 31 | ISHARES TR | 249,740 | 5,075,000 | 1.25% | ||
| 32 | VERIZON COMMUNICATIONS INC | 102,431 | 4,994,000 | 1.23% | ||
| 33 | SALESFORCE COM INC | 55,359 | 4,567,000 | 1.12% | ||
| 34 | RPM INTL INC | 82,715 | 4,552,000 | 1.12% | ||
| 35 | TESLA INC | 15,416 | 4,290,000 | 1.06% | ||
| 36 | VANGUARD WORLD FD | 43,994 | 4,255,000 | 1.05% | ||
| 37 | SPDR SERIES TRUST | 137,955 | 4,223,000 | 1.04% | ||
| 38 | CTRIP COM INTL LTD | 81,007 | 3,981,000 | 0.98% | ||
| 39 | QUINTILES IMS HOLDINGS INC | 49,368 | 3,976,000 | 0.98% | ||
| 40 | NOVO-NORDISK A S | 108,656 | 3,725,000 | 0.92% | ||
| 41 | COLUMBIA ETF TR II | 231,046 | 3,699,000 | 0.91% | ||
| 42 | NVIDIA CORPORATION | 33,717 | 3,673,000 | 0.90% | ||
| 43 | VANGUARD SCOTTSDALE FDS | 45,665 | 3,641,000 | 0.90% | ||
| 44 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL US | 105,287 | 3,558,000 | 0.88% | ||
| 45 | SCHWAB SHORT-TERM US TREASURY ETF | 68,802 | 3,472,000 | 0.85% | ||
| 46 | ALIBABA GROUP HLDG LTD | 31,162 | 3,360,000 | 0.83% | ||
| 47 | INOGEN INC COM | 42,571 | 3,302,000 | 0.81% | ||
| 48 | SSGA ACTIVE ETF TR | 66,520 | 3,251,000 | 0.80% | ||
| 49 | SCHWAB US AGGREGATE BOND ETF | 60,690 | 3,143,000 | 0.77% | ||
| 50 | VANGUARD WORLD FD | 22,535 | 3,106,000 | 0.76% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001016683-17-000003, filed 2017.05.09).
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.
