| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | SELECT SECTOR SPDR TR | 102,784 | 3,248,000 | 0.28% | ||
| 152 | VANGUARD BD INDEX FDS | 40,750 | 3,249,000 | 0.28% | ||
| 153 | TJX COS INC NEW | 41,782 | 3,304,000 | 0.28% | ||
| 154 | COMCAST CORP NEW | 84,750 | 3,309,000 | 0.28% | ||
| 155 | SSGA ACTIVE ETF TR | 69,822 | 3,412,000 | 0.29% | ||
| 156 | RAYTHEON CO | 23,203 | 3,538,000 | 0.30% | ||
| 157 | VANGUARD WORLD FD | 26,345 | 3,573,000 | 0.30% | ||
| 158 | UBS AG | 178,313 | 3,622,000 | 0.31% | ||
| 159 | UNION PAC CORP | 34,573 | 3,662,000 | 0.31% | ||
| 160 | VERIZON COMMUNICATIONS INC | 77,415 | 3,774,000 | 0.32% | ||
| 161 | WELLS FARGO & CO NEW | 68,725 | 3,826,000 | 0.33% | ||
| 162 | CHEVRON CORP NEW | 35,728 | 3,836,000 | 0.33% | ||
| 163 | ISHARES RUSSELL 3000 ETF | 27,842 | 3,895,000 | 0.33% | ||
| 164 | REALTY INCOME CORP | 66,149 | 3,938,000 | 0.34% | ||
| 165 | US BANCORP DEL | 76,979 | 3,964,000 | 0.34% | ||
| 166 | DISNEY WALT CO | 34,998 | 3,968,000 | 0.34% | ||
| 167 | ISHARES TR | 23,263 | 4,354,000 | 0.37% | ||
| 168 | PEPSICO INC | 39,365 | 4,403,000 | 0.37% | ||
| 169 | ISHARES TR | 161,227 | 4,427,000 | 0.38% | ||
| 170 | PROCTER AND GAMBLE CO | 51,742 | 4,649,000 | 0.40% | ||
| 171 | SCHWAB US AGGREGATE BOND ETF | 95,071 | 4,924,000 | 0.42% | ||
| 172 | ISHARES TR | 48,439 | 5,277,000 | 0.45% | ||
| 173 | JPMORGAN CHASE & CO | 60,320 | 5,296,000 | 0.45% | ||
| 174 | ALPHABET INC | 6,442 | 5,462,000 | 0.47% | ||
| 175 | ISHARES TR | 95,218 | 5,518,000 | 0.47% | ||
| 176 | ISHARES TR | 228,020 | 5,519,000 | 0.47% | ||
| 177 | TABLEAU SOFTWARE INC | 113,247 | 5,611,000 | 0.48% | ||
| 178 | VANGUARD SCOTTSDALE FDS | 65,976 | 5,699,000 | 0.49% | ||
| 179 | JOHNSON & JOHNSON | 53,693 | 6,687,000 | 0.57% | ||
| 180 | ISHARES TR | 64,710 | 7,438,000 | 0.63% | ||
| 181 | VANGUARD INTL EQUITY INDEX F | 194,112 | 7,710,000 | 0.66% | ||
| 182 | ISHARES TR | 134,896 | 9,268,000 | 0.79% | ||
| 183 | FACEBOOK INC | 66,673 | 9,471,000 | 0.81% | ||
| 184 | CINCINNATI FINL CORP | 133,750 | 9,666,000 | 0.82% | ||
| 185 | ISHARES TR | 382,598 | 10,027,000 | 0.85% | ||
| 186 | SCHWAB US TIPS ETF | 189,720 | 10,535,000 | 0.90% | ||
| 187 | ISHARES TR | 468,167 | 11,006,000 | 0.94% | ||
| 188 | SCHWAB U.S. MID-CAP ETF | 241,204 | 11,416,000 | 0.97% | ||
| 189 | SCHWAB U.S. LARGE-CAP ETF | 216,847 | 12,202,000 | 1.04% | ||
| 190 | ISHARES TR | 872,806 | 13,162,000 | 1.12% | ||
| 191 | SELECT SECTOR SPDR TR | 691,951 | 16,420,000 | 1.40% | ||
| 192 | VANGUARD BD INDEX FDS | 211,963 | 17,185,000 | 1.46% | ||
| 193 | VANGUARD SCOTTSDALE FDS | 240,133 | 19,148,000 | 1.63% | ||
| 194 | SPDR INDEX SHS FDS | 534,957 | 20,007,000 | 1.70% | ||
| 195 | ISHARES RUSSELL 1000 ETF | 303,017 | 20,150,000 | 1.72% | ||
| 196 | APPLE INC | 143,900 | 20,673,000 | 1.76% | ||
| 197 | BERKSHIRE HATHAWAY INC DEL | 125,554 | 20,927,000 | 1.78% | ||
| 198 | VANGUARD INTL EQUITY INDEX F | 460,122 | 22,008,000 | 1.87% | ||
| 199 | ISHARES INC | 463,846 | 22,167,000 | 1.89% | ||
| 200 | SPDR S&P 500 ETF TR | 121,769 | 28,706,000 | 2.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001057, filed 2017.05.15).
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.
