| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 139,901 | 16,345,000 | 3.53% | ||
| 2 | ISHARES U S ETF TR | 312,830 | 15,695,000 | 3.38% | ||
| 3 | ISHARES TR | 110,477 | 14,147,000 | 3.05% | ||
| 4 | ISHARES TR | 100,510 | 11,717,000 | 2.53% | ||
| 5 | ISHARES TR | 90,682 | 11,645,000 | 2.51% | ||
| 6 | ISHARES TR | 67,496 | 11,414,000 | 2.46% | ||
| 7 | ISHARES TR | 122,177 | 11,350,000 | 2.45% | ||
| 8 | ISHARES TR | 104,818 | 10,820,000 | 2.33% | ||
| 9 | ISHARES TR | 78,121 | 7,840,000 | 1.69% | ||
| 10 | SCHWAB INTERNATIONAL EQUITY ETF | 244,409 | 6,626,000 | 1.43% | ||
| 11 | WISDOMTREE TR | 120,323 | 6,306,000 | 1.36% | ||
| 12 | ISHARES TR | 52,340 | 6,082,000 | 1.31% | ||
| 13 | HONEYWELL INTL INC | 48,452 | 5,636,000 | 1.22% | ||
| 14 | SCHWAB U.S. LARGE-CAP VALUE ETF | 115,006 | 5,151,000 | 1.11% | ||
| 15 | ISHARES TR | 33,686 | 5,032,000 | 1.09% | ||
| 16 | AT&T INC | 102,185 | 4,415,000 | 0.95% | ||
| 17 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 83,650 | 4,389,000 | 0.95% | ||
| 18 | VANGUARD INDEX FDS | 34,315 | 4,252,000 | 0.92% | ||
| 19 | ISHARES RUSSELL 2000 VALUE ETF | 42,273 | 4,113,000 | 0.89% | ||
| 20 | FAIR ISAAC CORP | 34,072 | 3,850,000 | 0.83% | ||
| 21 | WISDOMTREE TR | 67,482 | 3,786,000 | 0.82% | ||
| 22 | DISNEY WALT CO | 38,175 | 3,734,000 | 0.81% | ||
| 23 | JOHNSON & JOHNSON | 30,314 | 3,677,000 | 0.79% | ||
| 24 | KIMBERLY CLARK CORP | 26,566 | 3,652,000 | 0.79% | ||
| 25 | PROCTER AND GAMBLE CO | 41,316 | 3,498,000 | 0.75% | ||
| 26 | PEPSICO INC | 31,771 | 3,366,000 | 0.73% | ||
| 27 | APPLE INC | 34,671 | 3,315,000 | 0.71% | ||
| 28 | ISHARES TR | 25,976 | 3,277,000 | 0.71% | ||
| 29 | MICROSOFT CORP | 63,727 | 3,261,000 | 0.70% | ||
| 30 | VERIZON COMMUNICATIONS INC | 58,124 | 3,246,000 | 0.70% | ||
| 31 | GENERAL MLS INC | 44,440 | 3,169,000 | 0.68% | ||
| 32 | JPMORGAN CHASE & CO | 49,912 | 3,102,000 | 0.67% | ||
| 33 | POWERSHARES ETF TRUST | 198,294 | 3,083,000 | 0.66% | ||
| 34 | CHEVRON CORP NEW | 28,363 | 2,973,000 | 0.64% | ||
| 35 | STRYKER CORP | 24,696 | 2,959,000 | 0.64% | ||
| 36 | COLGATE PALMOLIVE CO | 39,688 | 2,905,000 | 0.63% | ||
| 37 | WEST PHARMACEUTICAL SVSC INC | 38,244 | 2,902,000 | 0.63% | ||
| 38 | TRAVELERS COMPANIES INC | 23,974 | 2,854,000 | 0.62% | ||
| 39 | EXXON MOBIL CORP | 30,252 | 2,836,000 | 0.61% | ||
| 40 | DOMINION ENERGY INC | 35,557 | 2,771,000 | 0.60% | ||
| 41 | VANGUARD INDEX FDS | 26,590 | 2,709,000 | 0.58% | ||
| 42 | INTEL CORP | 82,280 | 2,699,000 | 0.58% | ||
| 43 | INTUIT | 24,064 | 2,686,000 | 0.58% | ||
| 44 | DOW CHEM CO | 53,059 | 2,638,000 | 0.57% | ||
| 45 | ORACLE CORP | 61,999 | 2,538,000 | 0.55% | ||
| 46 | BERKSHIRE HATHAWAY INC DEL | 17,452 | 2,527,000 | 0.54% | ||
| 47 | CALIFORNIA WTR SVC GROUP | 69,489 | 2,427,000 | 0.52% | ||
| 48 | MOODYS CORP | 25,414 | 2,382,000 | 0.51% | ||
| 49 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 82,308 | 2,370,000 | 0.51% | ||
| 50 | EPAM SYS INC | 36,794 | 2,366,000 | 0.51% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-074619, filed 2016.08.03).
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.
