| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Short Term Corp Bond | 144,250 | 11,479,000 | 36.67% | ||
| 2 | iShares Russell 1000 Growth | 63,800 | 6,317,000 | 20.18% | ||
| 3 | ISHARES TR | 31,385 | 3,919,000 | 12.52% | ||
| 4 | Wisdom Tree Large Cap Dividend | 51,670 | 3,746,000 | 11.97% | ||
| 5 | iShares JP Morgan USD Emerging Mkt Bd | 27,100 | 2,979,000 | 9.52% | ||
| 6 | Wisdom Tree Small Cap Dividend | 10,100 | 711,000 | 2.27% | ||
| 7 | Vanguard FTSE Pacific | 9,200 | 561,000 | 1.79% | ||
| 8 | iShares MSCI EAFE | 7,250 | 460,000 | 1.47% | ||
| 9 | iShares Core S&P Mid-Cap | 2,850 | 427,000 | 1.36% | ||
| 10 | Vanguard Short Term Inflation Prot. Secs. | 7,000 | 341,000 | 1.09% | ||
| 11 | iShares Russell 2000 Growth | 1,800 | 278,000 | 0.89% | ||
| 12 | SPDR TR | 420 | 86,000 | 0.27% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001461133-15-000008, filed 2015.08.14).
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.
