| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | MERCK & CO INC | 196,965 | 9,728,000 | 1.55% | ||
| 152 | JOHNSON & JOHNSON | 106,855 | 9,975,000 | 1.59% | ||
| 153 | GENERAL ELECTRIC CO | 402,683 | 10,156,000 | 1.62% | ||
| 154 | BANK NEW YORK MELLON CORP | 261,358 | 10,232,000 | 1.63% | ||
| 155 | BANK AMER CORP | 662,248 | 10,318,000 | 1.65% | ||
| 156 | ISHARES TR | 152,667 | 10,413,000 | 1.66% | ||
| 157 | AMAZON COM INC | 23,681 | 12,122,000 | 1.94% | ||
| 158 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL US | 478,232 | 13,041,000 | 2.08% | ||
| 159 | PROCTER AND GAMBLE CO | 193,136 | 13,894,000 | 2.22% | ||
| 160 | SPDR MSCI ACWI EX-US | 472,662 | 14,369,000 | 2.29% | ||
| 161 | ISHARES TR | 260,123 | 14,910,000 | 2.38% | ||
| 162 | SCHWAB STRATEGIC TR | 810,542 | 22,055,000 | 3.52% | ||
| 163 | SPDR S&P 500 ETF TR | 199,191 | 38,171,000 | 6.09% | ||
| 164 | SCHWAB U.S. LARGE-CAP ETF | 843,818 | 38,613,000 | 6.16% | ||
| 165 | VANGUARD INDEX FDS | 474,130 | 38,703,000 | 6.18% | ||
| 166 | ISHARES TR | 1,354,612 | 66,159,000 | 10.56% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001033505-15-000005, filed 2015.11.05).
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.
