| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. SMALL-CAP ETF | 152,264 | 7,924,000 | 9.36% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 140,393 | 7,760,000 | 9.17% | ||
| 3 | SCHWAB EMERGING MARKETS EQUITY ETF | 362,843 | 7,536,000 | 8.90% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 154,028 | 7,474,000 | 8.83% | ||
| 5 | SCHWAB U.S. LARGE-CAP VALUE ETF | 158,782 | 6,859,000 | 8.10% | ||
| 6 | PROSHARES TR | 166,349 | 6,190,000 | 7.31% | ||
| 7 | SPDR INDEX SHS FDS | 88,725 | 3,679,000 | 4.35% | ||
| 8 | CREDIT SUISSE NASSAU BRH | 89,410 | 3,636,000 | 4.30% | ||
| 9 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 124,894 | 3,616,000 | 4.27% | ||
| 10 | SCHWAB U.S. REIT ETF | 86,627 | 3,586,000 | 4.24% | ||
| 11 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 67,778 | 3,553,000 | 4.20% | ||
| 12 | UNITED STATES | 360,629 | 3,498,000 | 4.13% | ||
| 13 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 41,782 | 3,413,000 | 4.03% | ||
| 14 | JPMORGAN CHASE & CO | 121,728 | 3,298,000 | 3.90% | ||
| 15 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 145,354 | 3,125,000 | 3.69% | ||
| 16 | SPDR SERIES TRUST | 40,488 | 2,257,000 | 2.67% | ||
| 17 | POWERSHARES ETF TR II | 71,015 | 2,009,000 | 2.37% | ||
| 18 | SCHWAB US AGGREGATE BOND ETF | 25,432 | 1,343,000 | 1.59% | ||
| 19 | SCHWAB US TIPS ETF | 14,895 | 827,000 | 0.98% | ||
| 20 | WASHINGTONFIRST BANKSHARES I | 29,903 | 653,000 | 0.77% | ||
| 21 | VANGUARD INDEX FDS | 7,012 | 588,000 | 0.69% | ||
| 22 | VANGUARD INDEX FDS | 3,433 | 365,000 | 0.43% | ||
| 23 | VANGUARD INDEX FDS | 4,399 | 362,000 | 0.43% | ||
| 24 | POWERSHARES DB CMDTY IDX TRA | 25,654 | 341,000 | 0.40% | ||
| 25 | ISHARES TR | 2,687 | 319,000 | 0.38% | ||
| 26 | SCHWAB INTERNATIONAL EQUITY ETF | 8,078 | 219,000 | 0.26% | ||
| 27 | EXXON MOBIL CORP | 2,592 | 217,000 | 0.26% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-064044, filed 2016.05.09).
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.
