| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Short Term Corp Bond | 158,610 | 12,776,000 | 43.52% | ||
| 2 | Wisdom Tree Large Cap Dividend | 63,395 | 4,881,000 | 16.63% | ||
| 3 | Wisdom Tree Small Cap Dividend | 34,430 | 2,589,000 | 8.82% | ||
| 4 | ISHARES TR | 12,400 | 1,540,000 | 5.25% | ||
| 5 | iShares Russell 1000 Growth | 12,050 | 1,255,000 | 4.27% | ||
| 6 | SPDR TR | 5,800 | 1,255,000 | 4.27% | ||
| 7 | Vanguard FTSE Pacific | 20,690 | 1,253,000 | 4.27% | ||
| 8 | iShares MSCI EAFE Small Cap | 20,500 | 1,074,000 | 3.66% | ||
| 9 | Vanguard Short Term Inflation Prot. Secs. | 15,325 | 761,000 | 2.59% | ||
| 10 | JPMORGAN CHASE & CO | 22,175 | 699,000 | 2.38% | ||
| 11 | iShares Core S&P Mid-Cap | 3,685 | 570,000 | 1.94% | ||
| 12 | VANGUARD INDEX TR | 3,850 | 334,000 | 1.14% | ||
| 13 | iShares Russell 2000 Growth | 1,250 | 186,000 | 0.63% | ||
| 14 | iShares MSCI EAFE | 1,750 | 103,000 | 0.35% | ||
| 15 | iPath Bloomberg Commodity TR | 3,500 | 82,000 | 0.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001461133-16-000013, filed 2016.11.07).
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.
