| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | SCHWAB U.S. LARGE-CAP ETF | 84,578 | 4,366,000 | 0.34% | ||
| 52 | PIMCO ETF TR | 37,660 | 4,065,000 | 0.31% | ||
| 53 | VANGUARD WORLD FD | 29,859 | 3,968,000 | 0.31% | ||
| 54 | POWERSHARES ETF TRUST | 83,285 | 3,951,000 | 0.31% | ||
| 55 | SELECT SECTOR SPDR TR | 71,534 | 3,806,000 | 0.29% | ||
| 56 | LOCKHEED MARTIN CORP | 15,355 | 3,681,000 | 0.28% | ||
| 57 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 32,180 | 3,583,000 | 0.28% | ||
| 58 | AT&T INC | 86,246 | 3,502,000 | 0.27% | ||
| 59 | VANGUARD INDEX FDS | 39,367 | 3,425,000 | 0.26% | ||
| 60 | PROCTER AND GAMBLE CO | 36,629 | 3,287,000 | 0.25% | ||
| 61 | ISHARES TR | 52,149 | 3,225,000 | 0.25% | ||
| 62 | PFIZER INC | 90,597 | 3,069,000 | 0.24% | ||
| 63 | KIMBERLY CLARK CORP | 23,972 | 3,024,000 | 0.23% | ||
| 64 | POWERSHARES ETF TRUST II | 119,595 | 2,776,000 | 0.21% | ||
| 65 | PEPSICO INC | 25,501 | 2,774,000 | 0.21% | ||
| 66 | SPDR S&P 500 ETF TR | 12,633 | 2,732,000 | 0.21% | ||
| 67 | COCA COLA CO | 63,872 | 2,703,000 | 0.21% | ||
| 68 | CLOROX CO DEL | 20,845 | 2,609,000 | 0.20% | ||
| 69 | UNILEVER PLC | 55,020 | 2,608,000 | 0.20% | ||
| 70 | VODAFONE GROUP PLC NEW | 85,558 | 2,494,000 | 0.19% | ||
| 71 | ISHARES TR | 85,204 | 2,353,000 | 0.18% | ||
| 72 | BIOTIME INC | 591,245 | 2,306,000 | 0.18% | ||
| 73 | SCHWAB U.S. BROAD MARKET ETF | 40,246 | 2,106,000 | 0.16% | ||
| 74 | SCHWAB CHARLES CORP | 62,550 | 1,975,000 | 0.15% | ||
| 75 | VANGUARD WORLD FDS | 15,274 | 1,921,000 | 0.15% | ||
| 76 | CAMPBELL SOUP CO | 30,813 | 1,685,000 | 0.13% | ||
| 77 | VANGUARD INDEX FDS | 14,361 | 1,599,000 | 0.12% | ||
| 78 | INTEL CORP | 32,021 | 1,209,000 | 0.09% | ||
| 79 | JPMORGAN CHASE & CO | 17,857 | 1,189,000 | 0.09% | ||
| 80 | SPDR PORTFOLIO AGGREGATE BOND ETF | 19,182 | 1,137,000 | 0.09% | ||
| 81 | VANGUARD BD INDEX FDS | 13,375 | 1,125,000 | 0.09% | ||
| 82 | VANGUARD SPECIALIZED FUNDS | 12,713 | 1,067,000 | 0.08% | ||
| 83 | Fidelity Total Bd ETF | 20,793 | 1,062,000 | 0.08% | ||
| 84 | ISHARES GOLD TRUST | 81,613 | 1,036,000 | 0.08% | ||
| 85 | SCHWAB INTERNATIONAL EQUITY ETF | 35,671 | 1,027,000 | 0.08% | ||
| 86 | POWERSHARES QQQ TRUST | 8,647 | 1,027,000 | 0.08% | ||
| 87 | Linear Technology Corp | 16,665 | 988,000 | 0.08% | ||
| 88 | PIMCO ETF TR | 9,107 | 972,000 | 0.08% | ||
| 89 | SPDR SER TR | 26,871 | 938,000 | 0.07% | ||
| 90 | ISHARES TR | 9,147 | 832,000 | 0.06% | ||
| 91 | ISHARES RUSSELL 1000 ETF | 6,588 | 794,000 | 0.06% | ||
| 92 | BOEING CO | 5,742 | 756,000 | 0.06% | ||
| 93 | VANGUARD INTL EQUITY INDEX F | 12,822 | 720,000 | 0.06% | ||
| 94 | VANGUARD INTL EQUITY INDEX F | 18,312 | 689,000 | 0.05% | ||
| 95 | ISHARES TR | 8,156 | 657,000 | 0.05% | ||
| 96 | FACEBOOK INC | 5,104 | 655,000 | 0.05% | ||
| 97 | ISHARES TR | 4,817 | 593,000 | 0.05% | ||
| 98 | SCHWAB U.S. SMALL-CAP ETF | 10,068 | 579,000 | 0.04% | ||
| 99 | VANGUARD TAX-MANAGED FDS | 15,438 | 578,000 | 0.04% | ||
| 100 | UNION PAC CORP | 5,881 | 574,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001278573-16-000023, filed 2016.11.14).
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.
