| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | VANGUARD INDEX FDS | 1,196 | 101,000 | 0.10% | ||
| 52 | VANGUARD SPECIALIZED FUNDS | 1,385 | 111,000 | 0.10% | ||
| 53 | VANGUARD INTL EQUITY INDEX F | 2,000 | 113,000 | 0.11% | ||
| 54 | APPLE INC | 1,051 | 131,000 | 0.12% | ||
| 55 | ISHARES TR | 1,163 | 133,000 | 0.13% | ||
| 56 | NUVEEN MUN OPPTY FD INC | 10,000 | 147,000 | 0.14% | ||
| 57 | ISHARES TR | 2,292 | 147,000 | 0.14% | ||
| 58 | RPM INTL INC | 3,500 | 168,000 | 0.16% | ||
| 59 | BERKSHIRE HATHAWAY INC DEL | 1,210 | 175,000 | 0.17% | ||
| 60 | EXXON MOBIL CORP | 2,166 | 184,000 | 0.17% | ||
| 61 | ISHARES TR | 1,663 | 186,000 | 0.18% | ||
| 62 | VANGUARD INTL EQUITY INDEX F | 5,400 | 221,000 | 0.21% | ||
| 63 | VANGUARD INDEX FDS | 2,500 | 262,000 | 0.25% | ||
| 64 | ISHARES TR | 4,755 | 490,000 | 0.46% | ||
| 65 | ISHARES TR | 4,252 | 529,000 | 0.50% | ||
| 66 | ISHARES TR | 3,620 | 752,000 | 0.71% | ||
| 67 | ISHARES TR | 5,850 | 1,013,000 | 0.96% | ||
| 68 | SPDR S&P MIDCAP 400 ETF TR | 4,500 | 1,248,000 | 1.18% | ||
| 69 | VANGUARD STAR FDS | 25,310 | 1,274,000 | 1.20% | ||
| 70 | ISHARES TR | 21,961 | 2,172,000 | 2.05% | ||
| 71 | ISHARES TR | 55,200 | 2,214,000 | 2.09% | ||
| 72 | SPDR S&P 500 ETF TR | 10,815 | 2,233,000 | 2.11% | ||
| 73 | ISHARES RUSSELL 1000 ETF | 19,473 | 2,256,000 | 2.13% | ||
| 74 | VANGUARD INDEX FDS | 26,393 | 2,831,000 | 2.67% | ||
| 75 | BLACKROCK CR ALLOCATION INCO | 224,448 | 3,021,000 | 2.85% | ||
| 76 | VANGUARD INDEX FDS | 252,398 | 23,198,000 | 21.89% | ||
| 77 | POWERSHARES ETF TRUST II | 1,225,461 | 29,227,000 | 27.57% | ||
| 78 | ISHARES MSCI ACWI EX US IDX FD | 679,266 | 30,363,000 | 28.64% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000892712-15-000573, filed 2015.05.13).
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.
