| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | EMERSON ELEC CO | 107,737 | 6,449,000 | 1.04% | ||
| 302 | BLACKROCK INC | 17,527 | 6,722,000 | 1.08% | ||
| 303 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 115,539 | 6,987,000 | 1.12% | ||
| 304 | ISHARES TR | 44,405 | 7,603,000 | 1.22% | ||
| 305 | ISHARES TR | 116,617 | 7,697,000 | 1.24% | ||
| 306 | WELLS FARGO & CO NEW | 139,070 | 7,741,000 | 1.24% | ||
| 307 | VISA INC | 87,221 | 7,751,000 | 1.24% | ||
| 308 | PFIZER INC | 230,460 | 7,884,000 | 1.27% | ||
| 309 | PROCTER AND GAMBLE CO | 91,607 | 8,231,000 | 1.32% | ||
| 310 | PEPSICO INC | 75,581 | 8,454,000 | 1.36% | ||
| 311 | JOHNSON & JOHNSON | 71,841 | 8,948,000 | 1.44% | ||
| 312 | GENERAL ELECTRIC CO | 332,659 | 9,914,000 | 1.59% | ||
| 313 | SCHWAB US DIVIDEND EQUITY ETF | 229,162 | 10,216,000 | 1.64% | ||
| 314 | ISHARES TR | 150,371 | 10,399,000 | 1.67% | ||
| 315 | SCHWAB U.S. SMALL-CAP ETF | 168,171 | 10,592,000 | 1.70% | ||
| 316 | WISDOMTREE TR | 127,640 | 12,448,000 | 2.00% | ||
| 317 | ALPS ETF TR | 308,803 | 13,263,000 | 2.13% | ||
| 318 | SPDR SER TR | 169,087 | 14,904,000 | 2.39% | ||
| 319 | SCHWAB U.S. MID-CAP ETF | 375,539 | 17,774,000 | 2.85% | ||
| 320 | VANGUARD SPECIALIZED FUNDS | 301,796 | 27,144,000 | 4.36% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-001168, filed 2017.05.10).
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.
