| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 132,677 | 8,038,000 | 9.19% | ||
| 2 | SCHWAB U.S. SMALL-CAP ETF | 138,429 | 7,967,000 | 9.11% | ||
| 3 | SCHWAB EMERGING MARKETS EQUITY ETF | 342,374 | 7,895,000 | 9.03% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 149,045 | 7,263,000 | 8.30% | ||
| 5 | EGA EMERGING GLOBAL SHS TR | 299,097 | 7,044,000 | 8.05% | ||
| 6 | SCHWAB U.S. LARGE-CAP VALUE ETF | 151,756 | 6,914,000 | 7.90% | ||
| 7 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 42,531 | 3,711,000 | 4.24% | ||
| 8 | CREDIT SUISSE NASSAU BRH | 84,878 | 3,703,000 | 4.23% | ||
| 9 | UNITED STATES | 337,298 | 3,687,000 | 4.22% | ||
| 10 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 117,556 | 3,630,000 | 4.15% | ||
| 11 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 65,241 | 3,620,000 | 4.14% | ||
| 12 | JPMORGAN CHASE & CO | 114,066 | 3,593,000 | 4.11% | ||
| 13 | SCHWAB U.S. REIT ETF | 81,758 | 3,487,000 | 3.99% | ||
| 14 | SPDR INDEX SHS FDS | 83,232 | 3,472,000 | 3.97% | ||
| 15 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 139,950 | 3,285,000 | 3.76% | ||
| 16 | SPDR SERIES TRUST | 79,978 | 2,307,000 | 2.64% | ||
| 17 | POWERSHARES ETF TR II | 70,861 | 2,170,000 | 2.48% | ||
| 18 | SCHWAB US AGGREGATE BOND ETF | 25,773 | 1,383,000 | 1.58% | ||
| 19 | SCHWAB US TIPS ETF | 15,095 | 862,000 | 0.99% | ||
| 20 | WASHINGTONFIRST BANKSHARES I | 29,903 | 736,000 | 0.84% | ||
| 21 | POWERSHARES DB CMDTY IDX TRA | 39,922 | 599,000 | 0.68% | ||
| 22 | VANGUARD INDEX FDS | 4,618 | 401,000 | 0.46% | ||
| 23 | VANGUARD INDEX FDS | 3,531 | 396,000 | 0.45% | ||
| 24 | VANGUARD INDEX FDS | 4,541 | 395,000 | 0.45% | ||
| 25 | ISHARES TR | 2,840 | 350,000 | 0.40% | ||
| 26 | SCHWAB INTERNATIONAL EQUITY ETF | 11,411 | 329,000 | 0.38% | ||
| 27 | EXXON MOBIL CORP | 2,601 | 227,000 | 0.26% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-085611, filed 2016.11.09).
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.
