| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 3,332 | 232,000 | 0.01% | ||
| 2 | ISHARES TR | 23,992 | 945,000 | 0.03% | ||
| 3 | POWERSHARES SENIOR LOAN PORTFO | 104,178 | 2,423,000 | 0.09% | ||
| 4 | VANGUARD WORLD FDS | 63,256 | 6,117,000 | 0.22% | ||
| 5 | VANGUARD WORLD FDS | 95,449 | 13,424,000 | 0.48% | ||
| 6 | WISDOMTREE TR | 329,163 | 16,662,000 | 0.59% | ||
| 7 | ISHARES TR | 343,174 | 17,262,000 | 0.61% | ||
| 8 | VANGUARD INFORM TECH | 156,904 | 21,281,000 | 0.76% | ||
| 9 | SPDR GOLD TR | 202,547 | 24,046,000 | 0.86% | ||
| 10 | ISHARES TR | 257,358 | 31,668,000 | 1.13% | ||
| 11 | VANGUARD HEALTH | 322,735 | 44,479,000 | 1.58% | ||
| 12 | ISHARES TR | 1,113,059 | 69,332,000 | 2.47% | ||
| 13 | ISHARES 20 YEAR TREASURY BOND ETF | 1,068,304 | 128,955,000 | 4.59% | ||
| 14 | VANGUARD INDEX FDS | 1,070,719 | 129,900,000 | 4.63% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 3,513,901 | 139,572,000 | 4.97% | ||
| 16 | ISHARES TRUST S&P 100 ETF | 1,668,980 | 174,742,000 | 6.22% | ||
| 17 | SPDR S&P 500 ETF TR | 778,536 | 183,532,000 | 6.53% | ||
| 18 | ISHARES TR | 3,956,363 | 429,226,000 | 15.28% | ||
| 19 | ISHARES RUSSELL 3000 ETF | 4,881,561 | 682,930,000 | 24.32% | ||
| 20 | VANGUARD TAX-MANAGED FDS | 17,601,021 | 691,720,000 | 24.63% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001303159-17-000004, filed 2017.05.15).
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.
