| # | % | |||||
|---|---|---|---|---|---|---|
| 251 | VANGUARD INTL EQUITY INDEX F | 238,757 | 12,200,000 | 2.47% | ||
| 252 | SPDR SERIES TRUST | 217,549 | 12,411,000 | 2.52% | ||
| 253 | CVS HEALTH CORP | 134,377 | 13,138,000 | 2.66% | ||
| 254 | INDEXIQ ETF TR | 486,695 | 13,851,000 | 2.81% | ||
| 255 | SCHWAB U.S. REIT ETF | 372,779 | 14,777,000 | 2.99% | ||
| 256 | US BANCORP DEL | 347,037 | 14,808,000 | 3.00% | ||
| 257 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL EMERG | 864,343 | 15,843,000 | 3.21% | ||
| 258 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL INTL | 1,051,988 | 25,058,000 | 5.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001425845-16-000011, filed 2016.01.26).
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.
