| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Short Term Corp Bond | 107,625 | 8,579,000 | 39.77% | ||
| 2 | Wisdom Tree Large Cap Dividend | 51,670 | 3,477,000 | 16.12% | ||
| 3 | ISHARES TR | 14,485 | 1,582,000 | 7.33% | ||
| 4 | iShares Russell 1000 Growth | 15,200 | 1,414,000 | 6.56% | ||
| 5 | SPDR TR | 7,335 | 1,406,000 | 6.52% | ||
| 6 | Wisdom Tree Small Cap Dividend | 16,570 | 1,044,000 | 4.84% | ||
| 7 | iShares JP Morgan USD Emerging Mkt Bd | 8,250 | 878,000 | 4.07% | ||
| 8 | Vanguard Short Term Inflation Prot. Secs. | 17,450 | 844,000 | 3.91% | ||
| 9 | Vanguard FTSE Pacific | 14,260 | 766,000 | 3.55% | ||
| 10 | iShares MSCI EAFE | 10,250 | 588,000 | 2.73% | ||
| 11 | iShares Core S&P Mid-Cap | 4,225 | 577,000 | 2.67% | ||
| 12 | iShares Russell 2000 Growth | 2,850 | 382,000 | 1.77% | ||
| 13 | ISHARES TR | 1,050 | 34,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001461133-15-000009, filed 2015.11.09).
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.
