| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. SMALL-CAP ETF | 131,839 | 8,105,000 | 9.57% | ||
| 2 | VANGUARD INTL EQUITY INDEX F | 127,395 | 7,404,000 | 8.74% | ||
| 3 | SCHWAB U.S. LARGE-CAP VALUE ETF | 150,995 | 7,261,000 | 8.57% | ||
| 4 | SCHWAB EMERGING MARKETS EQUITY ETF | 332,037 | 7,159,000 | 8.45% | ||
| 5 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 288,685 | 6,995,000 | 8.26% | ||
| 6 | EGA EMERGING GLOBAL SHS TR | 297,531 | 6,724,000 | 7.94% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 127,912 | 6,132,000 | 7.24% | ||
| 8 | CREDIT SUISSE NASSAU BRH | 83,333 | 3,878,000 | 4.58% | ||
| 9 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 42,474 | 3,676,000 | 4.34% | ||
| 10 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 64,908 | 3,624,000 | 4.28% | ||
| 11 | JPMORGAN CHASE & CO | 113,626 | 3,592,000 | 4.24% | ||
| 12 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 117,135 | 3,409,000 | 4.02% | ||
| 13 | SCHWAB U.S. REIT ETF | 81,130 | 3,330,000 | 3.93% | ||
| 14 | SPDR INDEX SHS FDS | 80,724 | 2,913,000 | 3.44% | ||
| 15 | SPDR SERIES TRUST | 81,304 | 2,112,000 | 2.49% | ||
| 16 | POWERSHARES ETF TR II | 70,649 | 1,997,000 | 2.36% | ||
| 17 | SCHWAB US AGGREGATE BOND ETF | 27,199 | 1,401,000 | 1.65% | ||
| 18 | ISHARES INC MSCI EURZONE ETF | 27,852 | 964,000 | 1.14% | ||
| 19 | WASHINGTONFIRST BANKSHARES I | 31,396 | 910,000 | 1.07% | ||
| 20 | SCHWAB US TIPS ETF | 15,121 | 829,000 | 0.98% | ||
| 21 | POWERSHARES DB CMDTY IDX TRA | 31,569 | 500,000 | 0.59% | ||
| 22 | VANGUARD INDEX FDS | 3,603 | 335,000 | 0.40% | ||
| 23 | VANGUARD INDEX FDS | 3,955 | 326,000 | 0.38% | ||
| 24 | VANGUARD INDEX FDS | 2,855 | 318,000 | 0.38% | ||
| 25 | SCHWAB INTERNATIONAL EQUITY ETF | 11,393 | 315,000 | 0.37% | ||
| 26 | ISHARES TR | 2,472 | 290,000 | 0.34% | ||
| 27 | EXXON MOBIL CORP | 2,519 | 227,000 | 0.27% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-003651, filed 2017.01.31).
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.
