| # | % | |||||
|---|---|---|---|---|---|---|
| 551 | MICROSOFT CORP | 132,468 | 7,327,000 | 0.69% | ||
| 552 | FIRST TR EXCHANGE TRADED FD | 137,926 | 7,688,000 | 0.72% | ||
| 553 | VANGUARD INDEX FDS | 40,778 | 7,689,000 | 0.72% | ||
| 554 | PHILLIPS 66 | 92,390 | 8,010,000 | 0.75% | ||
| 555 | WELLS FARGO & CO NEW | 169,038 | 8,173,000 | 0.77% | ||
| 556 | KROGER CO | 216,479 | 8,285,000 | 0.78% | ||
| 557 | ISHARES TR | 60,083 | 8,657,000 | 0.81% | ||
| 558 | VANGUARD SCOTTSDALE FDS | 142,006 | 8,685,000 | 0.82% | ||
| 559 | GENERAL ELECTRIC CO | 284,779 | 9,062,000 | 0.85% | ||
| 560 | ISHARES TR | 185,766 | 9,859,000 | 0.93% | ||
| 561 | CONOCOPHILLIPS | 255,773 | 10,281,000 | 0.97% | ||
| 562 | VANGUARD INTL EQUITY INDEX F | 310,202 | 10,755,000 | 1.01% | ||
| 563 | VANGUARD INDEX FDS | 103,686 | 11,577,000 | 1.09% | ||
| 564 | POWERSHARES QQQ TRUST | 110,462 | 12,058,000 | 1.13% | ||
| 565 | VANGUARD SCOTTSDALE FDS | 151,951 | 12,160,000 | 1.14% | ||
| 566 | ISHARES TR | 135,585 | 12,188,000 | 1.15% | ||
| 567 | VANGUARD INTL EQUITY INDEX F | 292,727 | 12,630,000 | 1.19% | ||
| 568 | ISHARES TR | 113,061 | 12,935,000 | 1.22% | ||
| 569 | VANGUARD MORTG-BACK SEC ETF | 245,496 | 13,147,000 | 1.24% | ||
| 570 | APPLE INC | 121,392 | 13,211,000 | 1.24% | ||
| 571 | ISHARES TR | 131,240 | 15,209,000 | 1.43% | ||
| 572 | VANGUARD LONG TERM BOND ETF | 166,377 | 15,484,000 | 1.46% | ||
| 573 | ISHARES 20 YEAR TREASURY BOND ETF | 118,825 | 15,498,000 | 1.46% | ||
| 574 | ISHARES TR | 154,108 | 17,080,000 | 1.61% | ||
| 575 | VANGUARD BD INDEX FDS | 244,484 | 21,097,000 | 1.98% | ||
| 576 | VANGUARD CHARLOTTE FDS | 472,251 | 25,767,000 | 2.42% | ||
| 577 | VANGUARD BD INDEX FDS | 366,809 | 29,592,000 | 2.78% | ||
| 578 | VANGUARD TAX-MANAGED FDS | 1,137,772 | 40,845,000 | 3.84% | ||
| 579 | VANGUARD INDEX FDS | 437,160 | 46,556,000 | 4.38% | ||
| 580 | VANGUARD INDEX FDS | 619,034 | 51,010,000 | 4.80% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003538, filed 2016.04.27).
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.
