| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Short Term Corp Bond | 123,550 | 9,988,000 | 39.55% | ||
| 2 | Wisdom Tree Large Cap Dividend | 60,195 | 4,560,000 | 18.06% | ||
| 3 | Wisdom Tree Small Cap Dividend | 34,160 | 2,448,000 | 9.69% | ||
| 4 | ISHARES TR | 18,150 | 2,087,000 | 8.26% | ||
| 5 | iShares Russell 1000 Growth | 12,050 | 1,209,000 | 4.79% | ||
| 6 | Vanguard FTSE Pacific | 20,260 | 1,129,000 | 4.47% | ||
| 7 | Vanguard Short Term Inflation Prot. Secs. | 15,325 | 758,000 | 3.00% | ||
| 8 | iShares Russell 2000 Growth | 5,450 | 748,000 | 2.96% | ||
| 9 | iShares Core S&P Mid-Cap | 4,525 | 676,000 | 2.68% | ||
| 10 | iShares MSCI EAFE | 11,950 | 667,000 | 2.64% | ||
| 11 | JPMORGAN CHASE & CO | 20,225 | 643,000 | 2.55% | ||
| 12 | VANGUARD INDEX TR | 3,850 | 341,000 | 1.35% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001461133-16-000012, filed 2016.08.04).
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.
