| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | SCHWAB U.S. SMALL-CAP ETF | 44,120 | 2,712,000 | 1.89% | ||
| 52 | SCHWAB U.S. MID-CAP ETF | 68,618 | 3,098,000 | 2.16% | ||
| 53 | VANGUARD INTL EQUITY INDEX F | 95,334 | 3,411,000 | 2.38% | ||
| 54 | SCHWAB U.S. LARGE-CAP VALUE ETF | 73,365 | 3,528,000 | 2.46% | ||
| 55 | SCHWAB EMERGING MARKETS EQUITY ETF | 169,837 | 3,662,000 | 2.55% | ||
| 56 | SPDR MSCI ACWI EX-US | 117,687 | 3,706,000 | 2.59% | ||
| 57 | PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND | 72,485 | 3,803,000 | 2.65% | ||
| 58 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 132,253 | 3,849,000 | 2.68% | ||
| 59 | SCHWAB U.S. REIT ETF | 94,968 | 3,897,000 | 2.72% | ||
| 60 | ETFS PHYSICAL PRECIOUS METAL BASKET SHARES | 70,356 | 4,050,000 | 2.83% | ||
| 61 | SCHWAB SHORT-TERM US TREASURY ETF | 82,266 | 4,148,000 | 2.89% | ||
| 62 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 44,886 | 4,856,000 | 3.39% | ||
| 63 | SCHWAB US AGGREGATE BOND ETF | 94,603 | 4,872,000 | 3.40% | ||
| 64 | SCHWAB US DIVIDEND EQUITY ETF | 117,207 | 5,107,000 | 3.56% | ||
| 65 | ISHARES TR | 59,129 | 6,205,000 | 4.33% | ||
| 66 | SCHWAB INTERNATIONAL EQUITY ETF | 417,965 | 11,569,000 | 8.07% | ||
| 67 | SCHWAB U.S. LARGE-CAP ETF | 354,010 | 18,855,000 | 13.15% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001482106-17-000001, filed 2017.01.30).
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.
