| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | SCHWAB SHORT-TERM US TREASURY ETF | 8,795 | 444,000 | 0.08% | ||
| 102 | Spdr Ser Tr Nuveen Barcl | 9,110 | 441,000 | 0.08% | ||
| 103 | ETFS GOLD TR | 2,888 | 350,000 | 0.06% | ||
| 104 | SCHWAB US TIPS ETF | 6,085 | 337,000 | 0.06% | ||
| 105 | VANGUARD INDEX FDS | 2,707 | 333,000 | 0.06% | ||
| 106 | HALLIBURTON CO | 6,420 | 316,000 | 0.06% | ||
| 107 | VANGUARD INDEX FDS | 2,312 | 308,000 | 0.06% | ||
| 108 | ABBVIE INC | 4,322 | 282,000 | 0.05% | ||
| 109 | SCHWAB U.S. REIT ETF | 6,137 | 250,000 | 0.05% | ||
| 110 | PPG INDS INC | 2,286 | 240,000 | 0.04% | ||
| 111 | COMCAST CORP NEW | 5,920 | 223,000 | 0.04% | ||
| 112 | BERKSHIRE HATHAWAY INC DEL | 1,278 | 213,000 | 0.04% | ||
| 113 | IPG PHOTONICS CORP | 1,700 | 205,000 | 0.04% | ||
| 114 | REYNOLDS AMERICAN INC | 3,256 | 205,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001432539-17-000002, filed 2017.05.11).
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.
