| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ISHARES MSCI ACWI EX US IDX FD | 86,588 | 3,825,000 | 1.40% | ||
| 52 | ISHARES RUSSELL 2000 GROWTH ETF | 45,553 | 5,120,000 | 1.88% | ||
| 53 | ISHARES | 125,457 | 5,479,000 | 2.01% | ||
| 54 | ISHARES | 155,176 | 8,084,000 | 2.96% | ||
| 55 | ISHARES TR | 1,076,198 | 27,820,000 | 10.20% | ||
| 56 | WISDOMTREE TR US DIVID GROWTH | 918,973 | 28,516,000 | 10.45% | ||
| 57 | ISHARES TR | 1,000,444 | 32,344,000 | 11.86% | ||
| 58 | SPDR S&P DIVIDEND ETF | 898,301 | 68,459,000 | 25.09% | ||
| 59 | ISHARES TR | 972,501 | 73,083,000 | 26.79% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-041712, filed 2015.07.09).
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.
