| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | JOHNSON & JOHNSON | 6,274 | 611,000 | 0.06% | ||
| 52 | California Resources Corp | 104,000 | 628,000 | 0.06% | ||
| 53 | ISHARES RUSSELL 2000 GROWTH ETF | 4,154 | 642,000 | 0.06% | ||
| 54 | SPDR GOLD TR | 5,808 | 653,000 | 0.06% | ||
| 55 | ISHARES TR | 11,500 | 684,000 | 0.07% | ||
| 56 | ISHARES TR | 4,250 | 724,000 | 0.07% | ||
| 57 | MICROSOFT CORP | 16,624 | 734,000 | 0.07% | ||
| 58 | WELLS FARGO & CO NEW | 650 | 764,000 | 0.07% | ||
| 59 | ISHARES MSCI EAFE SMALL CAP IDX FD | 15,662 | 799,000 | 0.08% | ||
| 60 | VANGUARD INDEX FDS | 8,196 | 884,000 | 0.09% | ||
| 61 | ISHARES RUSSELL 2000 VALUE ETF | 8,697 | 887,000 | 0.09% | ||
| 62 | VANGUARD MALVERN FDS | 18,906 | 920,000 | 0.09% | ||
| 63 | ISHARES RUSSELL 3000 ETF | 7,716 | 957,000 | 0.09% | ||
| 64 | ISHARES TR | 15,180 | 964,000 | 0.09% | ||
| 65 | GENERAL ELECTRIC CO | 36,619 | 973,000 | 0.09% | ||
| 66 | DISNEY WALT CO | 8,768 | 1,001,000 | 0.10% | ||
| 67 | ISHARES TR | 27,090 | 1,092,000 | 0.11% | ||
| 68 | SPDR INDEX SHS FDS | 35,841 | 1,094,000 | 0.11% | ||
| 69 | UNITED TECHNOLOGIES CORP | 9,997 | 1,109,000 | 0.11% | ||
| 70 | VERIZON COMMUNICATIONS INC | 24,026 | 1,120,000 | 0.11% | ||
| 71 | ISHARES MSCI ACWI EX US IDX FD | 26,642 | 1,177,000 | 0.11% | ||
| 72 | VANGUARD INDEX FDS | 14,436 | 1,203,000 | 0.12% | ||
| 73 | ISHARES TR | 9,690 | 1,210,000 | 0.12% | ||
| 74 | AMGEN INC | 7,939 | 1,219,000 | 0.12% | ||
| 75 | WELLS FARGO & CO NEW | 22,783 | 1,281,000 | 0.12% | ||
| 76 | VANGUARD TAX-MANAGED FDS | 33,406 | 1,325,000 | 0.13% | ||
| 77 | VANGUARD INDEX FDS | 11,743 | 1,426,000 | 0.14% | ||
| 78 | WENDYS CO | 128,594 | 1,451,000 | 0.14% | ||
| 79 | ISHARES TR | 38,249 | 1,515,000 | 0.15% | ||
| 80 | VANGUARD INDEX FDS | 16,150 | 1,531,000 | 0.15% | ||
| 81 | BERKSHIRE HATHAWAY INC DEL | 8 | 1,639,000 | 0.16% | ||
| 82 | APPLE INC | 13,641 | 1,711,000 | 0.17% | ||
| 83 | ISHARES TR | 16,693 | 1,758,000 | 0.17% | ||
| 84 | VANGUARD BD INDEX FDS | 21,814 | 1,773,000 | 0.17% | ||
| 85 | EXXON MOBIL CORP | 21,378 | 1,779,000 | 0.17% | ||
| 86 | ISHARES TR | 17,097 | 1,850,000 | 0.18% | ||
| 87 | VANGUARD INDEX FDS | 14,986 | 2,012,000 | 0.20% | ||
| 88 | ISHARES TR | 20,931 | 2,072,000 | 0.20% | ||
| 89 | VANGUARD INDEX FDS | 20,358 | 2,179,000 | 0.21% | ||
| 90 | ISHARES TR | 93,608 | 2,784,000 | 0.27% | ||
| 91 | ISHARES TR | 58,627 | 3,418,000 | 0.33% | ||
| 92 | ISHARES TR | 56,157 | 3,924,000 | 0.38% | ||
| 93 | ISHARES TR | 78,102 | 4,087,000 | 0.40% | ||
| 94 | 3M CO | 28,300 | 4,367,000 | 0.43% | ||
| 95 | ISHARES INC | 99,405 | 4,775,000 | 0.47% | ||
| 96 | PROCTER AND GAMBLE CO | 64,503 | 5,047,000 | 0.49% | ||
| 97 | ISHARES TR | 49,114 | 5,190,000 | 0.51% | ||
| 98 | UBS AG | 272,109 | 6,808,000 | 0.66% | ||
| 99 | JPMORGAN CHASE & CO | 189,379 | 7,499,000 | 0.73% | ||
| 100 | VANGUARD INDEX FDS | 100,897 | 7,536,000 | 0.74% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001445, filed 2015.08.06).
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.
