| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | TJX COS INC NEW | 82,259 | 5,833,000 | 0.88% | ||
| 152 | SCHWAB INTERNATIONAL EQUITY ETF | 216,138 | 5,957,000 | 0.89% | ||
| 153 | TWENTY FIRST CENTY FOX INC | 241,427 | 6,557,000 | 0.99% | ||
| 154 | VANGUARD INDEX FDS | 65,082 | 6,788,000 | 1.02% | ||
| 155 | ISHARES MSCI ACWI EX US IDX FD | 172,243 | 6,823,000 | 1.03% | ||
| 156 | ISHARES RUSSELL 2000 GROWTH ETF | 49,510 | 6,896,000 | 1.04% | ||
| 157 | WESTERN UN CO | 389,135 | 6,969,000 | 1.05% | ||
| 158 | DIAGEO P L C | 66,200 | 7,220,000 | 1.08% | ||
| 159 | E M C CORP MASS COM | 293,081 | 7,526,000 | 1.13% | ||
| 160 | ISHARES TR | 39,051 | 8,000,000 | 1.20% | ||
| 161 | POWERSHARES ETF TRUST | 86,190 | 8,092,000 | 1.22% | ||
| 162 | ALPHABET INC | 10,889 | 8,472,000 | 1.27% | ||
| 163 | ALPHABET INC | 11,302 | 8,577,000 | 1.29% | ||
| 164 | PEPSICO INC | 95,301 | 9,522,000 | 1.43% | ||
| 165 | PNC FINL SVCS GROUP INC | 101,735 | 9,696,000 | 1.46% | ||
| 166 | EXPRESS SCRIPTS HLDG CO | 111,005 | 9,703,000 | 1.46% | ||
| 167 | JPMORGAN CHASE & CO | 155,991 | 10,300,000 | 1.55% | ||
| 168 | MERCK & CO INC | 197,454 | 10,430,000 | 1.57% | ||
| 169 | BANK NEW YORK MELLON CORP | 259,159 | 10,683,000 | 1.61% | ||
| 170 | JOHNSON & JOHNSON | 108,392 | 11,134,000 | 1.67% | ||
| 171 | BANK AMER CORP | 666,719 | 11,221,000 | 1.69% | ||
| 172 | ISHARES TR | 160,994 | 11,799,000 | 1.77% | ||
| 173 | ISHARES TR | 206,050 | 12,099,000 | 1.82% | ||
| 174 | GENERAL ELECTRIC CO | 407,103 | 12,681,000 | 1.91% | ||
| 175 | AMAZON COM INC | 18,989 | 12,834,000 | 1.93% | ||
| 176 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL US | 489,412 | 14,017,000 | 2.11% | ||
| 177 | SCHWAB STRATEGIC TR | 503,856 | 14,093,000 | 2.12% | ||
| 178 | PROCTER AND GAMBLE CO | 194,097 | 15,413,000 | 2.32% | ||
| 179 | SPDR MSCI ACWI EX-US | 1,151,748 | 35,474,000 | 5.33% | ||
| 180 | ISHARES TR | 806,453 | 39,903,000 | 6.00% | ||
| 181 | VANGUARD INDEX FDS | 482,264 | 40,414,000 | 6.07% | ||
| 182 | SPDR S&P 500 ETF TR | 201,015 | 40,981,000 | 6.16% | ||
| 183 | SCHWAB U.S. LARGE-CAP ETF | 877,639 | 42,627,000 | 6.40% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001033505-16-000006, filed 2016.02.04).
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.
