| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | JPMORGAN CHASE & CO | 86,682 | 5,874,000 | 2.34% | ||
| 102 | SPDR GOLD TRUST | 56,354 | 6,332,000 | 2.53% | ||
| 103 | APPLE INC | 51,256 | 6,429,000 | 2.56% | ||
| 104 | WISDOMTREE EUROPE HEDGED EQTY | 111,765 | 6,884,000 | 2.75% | ||
| 105 | SCHWAB U.S. MID-CAP ETF | 183,897 | 7,841,000 | 3.13% | ||
| 106 | SCHWAB U.S. LARGE-CAP ETF | 186,535 | 9,198,000 | 3.67% | ||
| 107 | DBX ETF TR | 403,825 | 10,237,000 | 4.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172799-15-000009, filed 2015.07.30).
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.
