| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | WISDOMTREE TR | 6,380 | 438,000 | 0.16% | ||
| 52 | CVS HEALTH CORP | 4,347 | 451,000 | 0.16% | ||
| 53 | JOHNSON & JOHNSON | 4,368 | 473,000 | 0.17% | ||
| 54 | WELLS FARGO & CO NEW | 11,499 | 556,000 | 0.20% | ||
| 55 | WISDOMTREE GLOBAL | 13,701 | 559,000 | 0.20% | ||
| 56 | WISDOMTREE TR | 6,742 | 581,000 | 0.21% | ||
| 57 | JPMORGAN CHASE & CO | 10,163 | 602,000 | 0.22% | ||
| 58 | HONEYWELL INTL INC | 5,624 | 630,000 | 0.23% | ||
| 59 | EXXON MOBIL CORP | 8,045 | 673,000 | 0.24% | ||
| 60 | GENERAL ELECTRIC CO | 21,155 | 673,000 | 0.24% | ||
| 61 | MICROSOFT CORP | 13,077 | 722,000 | 0.26% | ||
| 62 | ISHARES INC | 26,101 | 855,000 | 0.31% | ||
| 63 | ISHARES MSCI EAFE SMALL CAP IDX FD | 17,204 | 857,000 | 0.31% | ||
| 64 | ISHARES TR | 17,656 | 865,000 | 0.31% | ||
| 65 | ISHARES TR | 27,168 | 931,000 | 0.33% | ||
| 66 | ISHARES TR | 16,965 | 951,000 | 0.34% | ||
| 67 | ISHARES TR | 4,621 | 955,000 | 0.34% | ||
| 68 | APPLE INC | 8,854 | 965,000 | 0.35% | ||
| 69 | ISHARES TR | 13,595 | 1,504,000 | 0.54% | ||
| 70 | ISHARES RUSSELL 3000 ETF | 14,213 | 1,718,000 | 0.62% | ||
| 71 | VANGUARD INDEX FDS | 16,244 | 1,969,000 | 0.71% | ||
| 72 | VANGUARD INDEX FDS | 17,819 | 1,987,000 | 0.71% | ||
| 73 | VANGUARD INTL EQUITY INDEX F | 60,364 | 2,087,000 | 0.75% | ||
| 74 | WISDOMTREE TR | 47,819 | 2,190,000 | 0.79% | ||
| 75 | VANGUARD INDEX FDS | 29,770 | 2,495,000 | 0.90% | ||
| 76 | ISHARES TR | 103,018 | 5,889,000 | 2.12% | ||
| 77 | WISDOMTREE TR | 906,209 | 34,237,000 | 12.31% | ||
| 78 | ISHARES RUSSELL 1000 ETF | 767,552 | 87,555,000 | 31.47% | ||
| 79 | ISHARES TR | 986,238 | 109,300,000 | 39.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-16-000161, filed 2016.05.12).
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.
