| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Wisdom Tree Large Cap Dividend | 55,420 | 4,068,000 | 28.25% | ||
| 2 | ISHARES TR | 19,900 | 2,202,000 | 15.29% | ||
| 3 | Vanguard Short Term Corp Bond | 26,475 | 2,119,000 | 14.72% | ||
| 4 | Wisdom Tree Small Cap Dividend | 30,630 | 2,105,000 | 14.62% | ||
| 5 | iShares Russell 1000 Growth | 12,050 | 1,202,000 | 8.35% | ||
| 6 | Vanguard FTSE Pacific | 17,510 | 968,000 | 6.72% | ||
| 7 | iShares Russell 2000 Growth | 5,450 | 723,000 | 5.02% | ||
| 8 | iShares MSCI EAFE | 11,950 | 683,000 | 4.74% | ||
| 9 | iShares Core S&P Mid-Cap | 1,825 | 263,000 | 1.83% | ||
| 10 | Vanguard Short Term Inflation Prot. Secs. | 1,350 | 66,000 | 0.46% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001461133-16-000011, filed 2016.05.02).
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.
