| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 577,903 | 46,689,000 | 12.46% | ||
| 2 | ISHARES TR | 370,445 | 40,030,000 | 10.69% | ||
| 3 | VANGUARD INDEX FDS | 145,760 | 29,926,000 | 7.99% | ||
| 4 | ISHARES TR | 127,315 | 28,645,000 | 7.65% | ||
| 5 | ISHARES TR | 341,070 | 19,690,000 | 5.26% | ||
| 6 | VANGUARD SCOTTSDALE FDS | 235,297 | 18,676,000 | 4.99% | ||
| 7 | VANGUARD INDEX FDS | 131,719 | 16,986,000 | 4.53% | ||
| 8 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 179,792 | 15,561,000 | 4.15% | ||
| 9 | ISHARES TR | 144,285 | 12,779,000 | 3.41% | ||
| 10 | VANGUARD TAX-MANAGED FDS | 337,531 | 12,333,000 | 3.29% | ||
| 11 | ISHARES TR | 85,494 | 11,757,000 | 3.14% | ||
| 12 | VANGUARD INDEX FDS | 88,912 | 11,703,000 | 3.12% | ||
| 13 | ISHARES TR | 69,464 | 11,485,000 | 3.07% | ||
| 14 | VANGUARD WHITEHALL FDS | 149,530 | 11,330,000 | 3.02% | ||
| 15 | ISHARES TR | 94,377 | 10,681,000 | 2.85% | ||
| 16 | VANGUARD INTL EQUITY INDEX F | 283,363 | 10,139,000 | 2.71% | ||
| 17 | ISHARES TR | 119,242 | 10,070,000 | 2.69% | ||
| 18 | VANGUARD INTL EQUITY INDEX F | 179,626 | 7,936,000 | 2.12% | ||
| 19 | ISHARES COHEN & STEERS REIT ETF | 74,649 | 7,438,000 | 1.99% | ||
| 20 | ISHARES 7-10 YEAR TREASURY BOND ETF | 60,681 | 6,361,000 | 1.70% | ||
| 21 | KAYNE ANDERSON MLP INVT CO | 278,782 | 5,459,000 | 1.46% | ||
| 22 | ISHARES TR | 39,332 | 4,609,000 | 1.23% | ||
| 23 | POWERSHARES ETF TR II | 241,316 | 4,534,000 | 1.21% | ||
| 24 | ISHARES TR | 25,228 | 3,091,000 | 0.83% | ||
| 25 | VANGUARD SCOTTSDALE FDS | 31,395 | 2,691,000 | 0.72% | ||
| 26 | VANGUARD BD INDEX FDS | 27,758 | 2,474,000 | 0.66% | ||
| 27 | ISHARES TR | 64,102 | 2,244,000 | 0.60% | ||
| 28 | SCHWAB SHORT-TERM US TREASURY ETF | 25,070 | 1,264,000 | 0.34% | ||
| 29 | ISHARES TR | 11,171 | 1,209,000 | 0.32% | ||
| 30 | PIMCO ETF TRUST 1-5 US TIP IDX ETF | 21,218 | 1,113,000 | 0.30% | ||
| 31 | SCHWAB US AGGREGATE BOND ETF | 18,153 | 935,000 | 0.25% | ||
| 32 | ISHARES INC | 17,880 | 759,000 | 0.20% | ||
| 33 | VANGUARD INDEX FDS | 6,484 | 535,000 | 0.14% | ||
| 34 | SCHWAB U.S. SMALL-CAP ETF | 7,432 | 457,000 | 0.12% | ||
| 35 | VANECK VECTORS ETF TR | 15,110 | 448,000 | 0.12% | ||
| 36 | SCHWAB INTERNATIONAL EQUITY ETF | 14,765 | 409,000 | 0.11% | ||
| 37 | ISHARES TR | 3,682 | 386,000 | 0.10% | ||
| 38 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 6,748 | 360,000 | 0.10% | ||
| 39 | SCHWAB U.S. BROAD MARKET ETF | 6,619 | 359,000 | 0.10% | ||
| 40 | SCHWAB U.S. LARGE-CAP ETF | 6,438 | 343,000 | 0.09% | ||
| 41 | VANGUARD INDEX FDS | 2,614 | 243,000 | 0.06% | ||
| 42 | SCHWAB EMERGING MARKETS EQUITY ETF | 10,564 | 228,000 | 0.06% | ||
| 43 | VANGUARD INDEX FDS | 2,043 | 228,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000068, filed 2017.01.09).
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.
