| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. SMALL-CAP ETF | 166,128 | 9,549,000 | 9.55% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 152,817 | 9,326,000 | 9.33% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 167,121 | 9,021,000 | 9.03% | ||
| 4 | SCHWAB EMERGING MARKETS EQUITY ETF | 364,919 | 8,970,000 | 8.97% | ||
| 5 | PROSHARES TR | 173,923 | 8,164,000 | 8.17% | ||
| 6 | SCHWAB U.S. REIT ETF | 218,348 | 7,930,000 | 7.93% | ||
| 7 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 131,099 | 6,991,000 | 6.99% | ||
| 8 | SCHWAB U.S. LARGE-CAP VALUE ETF | 148,901 | 6,407,000 | 6.41% | ||
| 9 | CREDIT SUISSE NASSAU BRH | 99,963 | 4,645,000 | 4.65% | ||
| 10 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 135,792 | 4,250,000 | 4.25% | ||
| 11 | SPDR INDEX SHS FDS | 99,025 | 4,145,000 | 4.15% | ||
| 12 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 140,626 | 4,087,000 | 4.09% | ||
| 13 | JPMORGAN CHASE & CO | 93,543 | 3,704,000 | 3.71% | ||
| 14 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 40,714 | 3,615,000 | 3.62% | ||
| 15 | SPDR SERIES TRUST | 41,403 | 2,154,000 | 2.16% | ||
| 16 | POWERSHARES ETF TR II | 74,162 | 2,066,000 | 2.07% | ||
| 17 | SCHWAB US AGGREGATE BOND ETF | 25,108 | 1,299,000 | 1.30% | ||
| 18 | SCHWAB US TIPS ETF | 15,066 | 817,000 | 0.82% | ||
| 19 | VANGUARD INDEX FDS | 6,863 | 513,000 | 0.51% | ||
| 20 | WASHINGTONFIRST BANKSHARES I | 29,903 | 503,000 | 0.50% | ||
| 21 | POWERSHARES DB CMDTY IDX TRA | 20,015 | 360,000 | 0.36% | ||
| 22 | VANGUARD INDEX FDS | 4,218 | 352,000 | 0.35% | ||
| 23 | VANGUARD INDEX FDS | 3,251 | 348,000 | 0.35% | ||
| 24 | ISHARES TR | 2,581 | 299,000 | 0.30% | ||
| 25 | SCHWAB INTERNATIONAL EQUITY ETF | 7,272 | 222,000 | 0.22% | ||
| 26 | EXXON MOBIL CORP | 2,578 | 214,000 | 0.21% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-031766, 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.
