| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | WISDOMTREE TR | 5,590 | 362,000 | 0.16% | ||
| 52 | ADOBE INC | 3,876 | 364,000 | 0.16% | ||
| 53 | MONDELEZ INTL INC | 8,194 | 367,000 | 0.16% | ||
| 54 | PEPSICO INC | 3,750 | 375,000 | 0.16% | ||
| 55 | MERCK & CO INC | 7,218 | 381,000 | 0.16% | ||
| 56 | AMERICAN INTL GROUP INC | 6,282 | 389,000 | 0.17% | ||
| 57 | DISNEY WALT CO | 3,760 | 395,000 | 0.17% | ||
| 58 | THERMO FISHER SCIENTIFIC INC | 2,807 | 398,000 | 0.17% | ||
| 59 | BERKSHIRE HATHAWAY INC DEL | 3,083 | 407,000 | 0.18% | ||
| 60 | VERIZON COMMUNICATIONS INC | 8,799 | 407,000 | 0.18% | ||
| 61 | PROCTER AND GAMBLE CO | 5,155 | 409,000 | 0.18% | ||
| 62 | AT&T INC | 12,143 | 418,000 | 0.18% | ||
| 63 | CHEVRON CORP NEW | 4,750 | 427,000 | 0.18% | ||
| 64 | ALLERGAN PLC | 1,408 | 440,000 | 0.19% | ||
| 65 | ALPHABET INC | 595 | 452,000 | 0.19% | ||
| 66 | AMAZON COM INC | 711 | 481,000 | 0.21% | ||
| 67 | VISA INC | 6,467 | 502,000 | 0.22% | ||
| 68 | JOHNSON & JOHNSON | 4,973 | 511,000 | 0.22% | ||
| 69 | CVS HEALTH CORP | 5,255 | 514,000 | 0.22% | ||
| 70 | EXXON MOBIL CORP | 7,502 | 585,000 | 0.25% | ||
| 71 | WISDOMTREE TR | 7,851 | 632,000 | 0.27% | ||
| 72 | BANK AMER CORP | 39,272 | 661,000 | 0.28% | ||
| 73 | GENERAL ELECTRIC CO | 23,289 | 725,000 | 0.31% | ||
| 74 | WELLS FARGO & CO NEW | 13,548 | 736,000 | 0.32% | ||
| 75 | MICROSOFT CORP | 13,799 | 766,000 | 0.33% | ||
| 76 | ISHARES MSCI EAFE SMALL CAP IDX FD | 15,637 | 781,000 | 0.34% | ||
| 77 | WISDOMTREE TR | 17,142 | 798,000 | 0.34% | ||
| 78 | HONEYWELL INTL INC | 8,192 | 848,000 | 0.36% | ||
| 79 | JPMORGAN CHASE & CO | 13,209 | 872,000 | 0.37% | ||
| 80 | APPLE INC | 8,953 | 942,000 | 0.41% | ||
| 81 | ISHARES TR | 16,965 | 946,000 | 0.41% | ||
| 82 | ISHARES RUSSELL 3000 ETF | 14,213 | 1,709,000 | 0.73% | ||
| 83 | VANGUARD INDEX FDS | 16,775 | 1,856,000 | 0.80% | ||
| 84 | VANGUARD INDEX FDS | 15,903 | 1,910,000 | 0.82% | ||
| 85 | VANGUARD INTL EQUITY INDEX F | 59,802 | 1,956,000 | 0.84% | ||
| 86 | ISHARES TR | 70,573 | 1,967,000 | 0.85% | ||
| 87 | VANGUARD INDEX FDS | 30,863 | 2,460,000 | 1.06% | ||
| 88 | ISHARES TR | 72,420 | 2,602,000 | 1.12% | ||
| 89 | ISHARES TR | 55,917 | 2,646,000 | 1.14% | ||
| 90 | ISHARES TR | 25,449 | 2,866,000 | 1.23% | ||
| 91 | ISHARES TR | 15,087 | 3,090,000 | 1.33% | ||
| 92 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 65,748 | 5,298,000 | 2.28% | ||
| 93 | ISHARES TR | 209,833 | 6,754,000 | 2.90% | ||
| 94 | ISHARES RUSSELL 1000 ETF | 63,970 | 7,248,000 | 3.12% | ||
| 95 | ISHARES TR | 132,135 | 7,758,000 | 3.34% | ||
| 96 | ISHARES TR | 301,873 | 16,415,000 | 7.06% | ||
| 97 | WISDOMTREE TR | 795,166 | 27,878,000 | 11.99% | ||
| 98 | ISHARES TR | 996,781 | 107,662,000 | 46.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-16-000127, filed 2016.02.03).
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.
