| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | 9,287,595 | 226,896,000 | 36.92% | ||
| 2 | JPMORGAN CHASE & CO | 2,565,106 | 81,596,000 | 13.28% | ||
| 3 | ISHARES TR | 2,705,130 | 74,256,000 | 12.08% | ||
| 4 | ISHARES TR | 598,169 | 69,788,000 | 11.36% | ||
| 5 | ISHARES TR | 382,083 | 53,071,000 | 8.64% | ||
| 6 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 211,404 | 23,521,000 | 3.83% | ||
| 7 | ISHARES TR | 111,618 | 23,378,000 | 3.80% | ||
| 8 | ISHARES TR | 170,014 | 18,037,000 | 2.93% | ||
| 9 | ISHARES TR | 126,589 | 16,121,000 | 2.62% | ||
| 10 | ISHARES RUSSELL 3000 ETF | 64,971 | 8,058,000 | 1.31% | ||
| 11 | ISHARES MSCI EAFE SMALL CAP IDX FD | 69,334 | 3,346,000 | 0.54% | ||
| 12 | ISHARES TR | 93,102 | 3,199,000 | 0.52% | ||
| 13 | SPDR DOW JONES REIT ETF | 31,535 | 3,136,000 | 0.51% | ||
| 14 | WISDOMTREE TR | 78,238 | 3,031,000 | 0.49% | ||
| 15 | ISHARES TR | 16,230 | 2,730,000 | 0.44% | ||
| 16 | COMCAST CORP NEW | 31,401 | 2,047,000 | 0.33% | ||
| 17 | SCRIPPS NETWORKS INTERACT IN | 24,000 | 1,494,000 | 0.24% | ||
| 18 | POWERSHARES DB CMDTY IDX TRA | 31,507 | 484,000 | 0.08% | ||
| 19 | PROCTER AND GAMBLE CO | 2,509 | 212,000 | 0.03% | ||
| 20 | FIFTH THIRD BANCORP | 10,450 | 184,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001356249-16-000017, filed 2016.08.04).
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.
