| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | E M C CORP MASS COM | 300,916 | 7,941,000 | 1.19% | ||
| 152 | ISHARES RUSSELL 2000 GROWTH ETF | 51,415 | 7,948,000 | 1.20% | ||
| 153 | EBAY INC | 139,255 | 8,389,000 | 1.26% | ||
| 154 | ISHARES TR | 40,937 | 8,483,000 | 1.28% | ||
| 155 | PEPSICO INC | 96,435 | 9,001,000 | 1.35% | ||
| 156 | PNC FINL SVCS GROUP INC | 99,925 | 9,558,000 | 1.44% | ||
| 157 | VANGUARD INDEX FDS | 89,607 | 9,590,000 | 1.44% | ||
| 158 | EXPRESS SCRIPTS HLDG CO | 111,420 | 9,910,000 | 1.49% | ||
| 159 | AMAZON COM INC | 23,665 | 10,273,000 | 1.55% | ||
| 160 | JOHNSON & JOHNSON | 106,433 | 10,373,000 | 1.56% | ||
| 161 | GENERAL ELECTRIC CO | 397,295 | 10,556,000 | 1.59% | ||
| 162 | JPMORGAN CHASE & CO | 158,541 | 10,743,000 | 1.62% | ||
| 163 | BANK NEW YORK MELLON CORP | 260,115 | 10,917,000 | 1.64% | ||
| 164 | BANK AMER CORP | 648,452 | 11,037,000 | 1.66% | ||
| 165 | MERCK & CO INC | 197,134 | 11,223,000 | 1.69% | ||
| 166 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL US | 458,801 | 13,649,000 | 2.05% | ||
| 167 | SPDR MSCI ACWI EX-US | 397,844 | 13,694,000 | 2.06% | ||
| 168 | PROCTER AND GAMBLE CO | 189,790 | 14,849,000 | 2.23% | ||
| 169 | ISHARES TR | 267,548 | 16,987,000 | 2.56% | ||
| 170 | SCHWAB STRATEGIC TR | 791,116 | 24,026,000 | 3.61% | ||
| 171 | SPDR S&P 500 ETF TR | 195,848 | 40,315,000 | 6.07% | ||
| 172 | SCHWAB U.S. LARGE-CAP ETF | 825,620 | 40,711,000 | 6.13% | ||
| 173 | VANGUARD INDEX FDS | 464,931 | 42,769,000 | 6.43% | ||
| 174 | ISHARES TR | 1,360,982 | 75,004,000 | 11.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001033505-15-000004, filed 2015.08.07).
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.
