| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. SMALL-CAP ETF | 166,546 | 9,590,000 | 9.55% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 153,617 | 9,413,000 | 9.38% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 167,173 | 9,061,000 | 9.03% | ||
| 4 | SCHWAB EMERGING MARKETS EQUITY ETF | 365,889 | 8,913,000 | 8.88% | ||
| 5 | SCHWAB U.S. REIT ETF | 214,117 | 8,682,000 | 8.65% | ||
| 6 | PROSHARES TR | 174,096 | 8,090,000 | 8.06% | ||
| 7 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 131,983 | 7,110,000 | 7.08% | ||
| 8 | SCHWAB U.S. LARGE-CAP VALUE ETF | 149,036 | 6,449,000 | 6.42% | ||
| 9 | SPDR INDEX SHS FDS | 99,392 | 4,306,000 | 4.29% | ||
| 10 | CREDIT SUISSE NASSAU BRH | 100,614 | 4,234,000 | 4.22% | ||
| 11 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 136,011 | 4,102,000 | 4.09% | ||
| 12 | JPMORGAN CHASE & CO | 91,097 | 3,899,000 | 3.88% | ||
| 13 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 139,941 | 3,881,000 | 3.87% | ||
| 14 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 40,625 | 3,681,000 | 3.67% | ||
| 15 | SPDR SERIES TRUST | 40,254 | 2,138,000 | 2.13% | ||
| 16 | POWERSHARES ETF TR II | 74,354 | 2,113,000 | 2.10% | ||
| 17 | SCHWAB US AGGREGATE BOND ETF | 23,709 | 1,254,000 | 1.25% | ||
| 18 | SCHWAB US TIPS ETF | 14,537 | 798,000 | 0.79% | ||
| 19 | VANGUARD INDEX FDS | 6,532 | 546,000 | 0.54% | ||
| 20 | WASHINGTONFIRST BANKSHARES I | 29,551 | 502,000 | 0.50% | ||
| 21 | VANGUARD INDEX FDS | 3,557 | 379,000 | 0.38% | ||
| 22 | POWERSHARES DB CMDTY IDX TRA | 21,924 | 374,000 | 0.37% | ||
| 23 | VANGUARD INDEX FDS | 3,428 | 358,000 | 0.36% | ||
| 24 | ISHARES TR | 2,458 | 299,000 | 0.30% | ||
| 25 | EXXON MOBIL CORP | 2,574 | 219,000 | 0.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-017648, filed 2015.05.05).
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.
