| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | WELLS FARGO & CO NEW | 46,156 | 2,185,000 | 0.41% | ||
| 102 | MURPHY OIL | 69,980 | 2,222,000 | 0.42% | ||
| 103 | ISHARES TR | 43,239 | 2,244,000 | 0.42% | ||
| 104 | 3M CO | 13,091 | 2,293,000 | 0.43% | ||
| 105 | ISHARES TR | 28,499 | 2,348,000 | 0.44% | ||
| 106 | TJX COS INC NEW | 31,410 | 2,426,000 | 0.46% | ||
| 107 | ISHARES TR | 25,420 | 2,624,000 | 0.50% | ||
| 108 | EXXON MOBIL CORP | 28,496 | 2,671,000 | 0.50% | ||
| 109 | WAL-MART STORES INC | 39,234 | 2,865,000 | 0.54% | ||
| 110 | CHEVRON CORP NEW | 27,510 | 2,884,000 | 0.55% | ||
| 111 | ISHARES TR | 24,827 | 2,897,000 | 0.55% | ||
| 112 | TRAVELERS COMPANIES INC | 26,795 | 3,190,000 | 0.60% | ||
| 113 | ISHARES TR | 31,825 | 3,376,000 | 0.64% | ||
| 114 | UNITEDHEALTH GROUP INC | 24,045 | 3,395,000 | 0.64% | ||
| 115 | INTEL CORP | 110,785 | 3,634,000 | 0.69% | ||
| 116 | ISHARES TR | 23,215 | 3,905,000 | 0.74% | ||
| 117 | JOHNSON & JOHNSON | 32,610 | 3,956,000 | 0.75% | ||
| 118 | ISHARES TR | 40,823 | 4,759,000 | 0.90% | ||
| 119 | ISHARES TR | 71,205 | 6,615,000 | 1.25% | ||
| 120 | ISHARES TR | 137,148 | 7,656,000 | 1.45% | ||
| 121 | ISHARES TR | 108,211 | 11,900,000 | 2.25% | ||
| 122 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 107,209 | 11,928,000 | 2.25% | ||
| 123 | ISHARES TR | 62,781 | 13,215,000 | 2.50% | ||
| 124 | ISHARES TR | 117,882 | 13,275,000 | 2.51% | ||
| 125 | VANGUARD INTL EQUITY INDEX F | 571,616 | 20,138,000 | 3.81% | ||
| 126 | VANGUARD MORTG-BACK SEC ETF | 434,475 | 23,396,000 | 4.42% | ||
| 127 | VANGUARD INDEX FDS | 266,633 | 23,642,000 | 4.47% | ||
| 128 | ISHARES TR | 254,512 | 29,577,000 | 5.59% | ||
| 129 | VANGUARD INDEX FDS S&P 500 ETF | 216,995 | 41,706,000 | 7.88% | ||
| 130 | VANGUARD TAX-MANAGED FDS | 1,660,724 | 58,723,000 | 11.10% | ||
| 131 | VANGUARD BD INDEX FDS | 766,561 | 64,621,000 | 12.21% | ||
| 132 | ISHARES TR | 511,335 | 76,388,000 | 14.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-113074, filed 2016.07.15).
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.
