| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | 9,526,762 | 247,124,000 | 38.58% | ||
| 2 | JPMORGAN CHASE & CO | 2,638,192 | 83,103,000 | 12.97% | ||
| 3 | ISHARES TR | 2,811,479 | 76,528,000 | 11.95% | ||
| 4 | ISHARES TR | 623,711 | 72,656,000 | 11.34% | ||
| 5 | ISHARES TR | 398,175 | 54,753,000 | 8.55% | ||
| 6 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 240,964 | 26,831,000 | 4.19% | ||
| 7 | ISHARES TR | 179,913 | 19,028,000 | 2.97% | ||
| 8 | ISHARES TR | 144,875 | 18,332,000 | 2.86% | ||
| 9 | ISHARES TR | 82,675 | 17,987,000 | 2.81% | ||
| 10 | ISHARES RUSSELL 3000 ETF | 62,936 | 8,068,000 | 1.26% | ||
| 11 | ISHARES MSCI EAFE SMALL CAP IDX FD | 56,517 | 2,962,000 | 0.46% | ||
| 12 | SPDR DOW JONES REIT ETF | 30,013 | 2,922,000 | 0.46% | ||
| 13 | WISDOMTREE TR | 57,820 | 2,414,000 | 0.38% | ||
| 14 | ISHARES TR | 12,202 | 2,127,000 | 0.33% | ||
| 15 | COMCAST CORP NEW | 31,401 | 2,083,000 | 0.33% | ||
| 16 | SCRIPPS NETWORKS INTERACT IN | 24,000 | 1,524,000 | 0.24% | ||
| 17 | ISHARES RUSSELL 1000 ETF | 7,640 | 920,000 | 0.14% | ||
| 18 | POWERSHARES DB CMDTY IDX TRA | 31,507 | 473,000 | 0.07% | ||
| 19 | ISHARES TR | 5,922 | 350,000 | 0.05% | ||
| 20 | PROCTER AND GAMBLE CO | 2,509 | 225,000 | 0.04% | ||
| 21 | FIFTH THIRD BANCORP | 10,450 | 214,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001356249-16-000019, filed 2016.11.14).
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.
