| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | PNC FINL SVCS GROUP INC | 101,325 | 9,448,000 | 1.46% | ||
| 152 | JPMORGAN CHASE & CO | 159,622 | 9,670,000 | 1.50% | ||
| 153 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL US | 328,604 | 9,858,000 | 1.52% | ||
| 154 | GENERAL ELECTRIC CO | 399,631 | 9,915,000 | 1.53% | ||
| 155 | BANK AMER CORP | 648,301 | 9,977,000 | 1.54% | ||
| 156 | VANGUARD INDEX FDS | 96,825 | 10,384,000 | 1.61% | ||
| 157 | BANK NEW YORK MELLON CORP | 261,220 | 10,511,000 | 1.63% | ||
| 158 | MERCK & CO INC | 194,108 | 11,157,000 | 1.73% | ||
| 159 | SPDR MSCI ACWI EX-US | 350,667 | 12,147,000 | 1.88% | ||
| 160 | PROCTER AND GAMBLE CO | 167,136 | 13,695,000 | 2.12% | ||
| 161 | ISHARES TR | 277,582 | 17,812,000 | 2.75% | ||
| 162 | SCHWAB STRATEGIC TR | 672,149 | 20,857,000 | 3.23% | ||
| 163 | SPDR S&P 500 ETF TR | 192,458 | 39,729,000 | 6.14% | ||
| 164 | VANGUARD INDEX FDS | 438,135 | 40,514,000 | 6.26% | ||
| 165 | SCHWAB U.S. LARGE-CAP ETF | 872,152 | 43,233,000 | 6.69% | ||
| 166 | ISHARES TR | 1,265,276 | 70,096,000 | 10.84% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001033505-15-000003, filed 2015.05.11).
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.