| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | SCHWAB U.S. SMALL-CAP ETF | 6,697 | 349,000 | 0.07% | ||
| 52 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 10,591 | 307,000 | 0.06% | ||
| 53 | ISHARES TR | 2,384 | 273,000 | 0.05% | ||
| 54 | CHEVRON CORP NEW | 2,828 | 270,000 | 0.05% | ||
| 55 | SPDR INDEX SHS FDS | 7,923 | 226,000 | 0.04% | ||
| 56 | NUVEEN REAL ESTATE INCOME FD | 11,828 | 128,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001314404-16-000006, filed 2016.04.21).
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.
