| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Short Term Corp Bond | 91,125 | 7,198,000 | 34.94% | ||
| 2 | ISHARES TR | 33,485 | 3,771,000 | 18.31% | ||
| 3 | Wisdom Tree Large Cap Dividend | 51,670 | 3,676,000 | 17.85% | ||
| 4 | iShares Russell 1000 Growth | 15,200 | 1,512,000 | 7.34% | ||
| 5 | Wisdom Tree Small Cap Dividend | 16,855 | 1,094,000 | 5.31% | ||
| 6 | Vanguard FTSE Pacific | 14,660 | 831,000 | 4.03% | ||
| 7 | iShares Russell 2000 Growth | 4,850 | 676,000 | 3.28% | ||
| 8 | iShares Core S&P Mid-Cap | 4,475 | 623,000 | 3.02% | ||
| 9 | Vanguard Short Term Inflation Prot. Secs. | 12,250 | 592,000 | 2.87% | ||
| 10 | iShares MSCI EAFE | 8,400 | 493,000 | 2.39% | ||
| 11 | SPDR TR | 650 | 133,000 | 0.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001461133-16-000010, filed 2016.02.09).
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.
