| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF | 772,314 | 90,276,000 | 25.87% | ||
| 2 | ISHARES TR | 622,744 | 70,130,000 | 20.10% | ||
| 3 | ISHARES TR | 629,157 | 69,490,000 | 19.92% | ||
| 4 | ISHARES TR | 414,520 | 47,224,000 | 13.53% | ||
| 5 | WISDOMTREE TR | 902,102 | 34,947,000 | 10.02% | ||
| 6 | ISHARES TR | 59,311 | 3,311,000 | 0.95% | ||
| 7 | WISDOMTREE TR | 47,819 | 2,140,000 | 0.61% | ||
| 8 | ISHARES RUSSELL 3000 ETF | 14,213 | 1,763,000 | 0.51% | ||
| 9 | VANGUARD INDEX FDS | 13,384 | 1,187,000 | 0.34% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 32,825 | 1,156,000 | 0.33% | ||
| 11 | VANGUARD INDEX FDS | 9,239 | 1,069,000 | 0.31% | ||
| 12 | VANGUARD INDEX FDS | 8,343 | 1,031,000 | 0.30% | ||
| 13 | APPLE INC | 10,604 | 1,013,000 | 0.29% | ||
| 14 | ISHARES TR | 17,633 | 911,000 | 0.26% | ||
| 15 | EXXON MOBIL CORP | 9,682 | 908,000 | 0.26% | ||
| 16 | ISHARES INC | 26,101 | 873,000 | 0.25% | ||
| 17 | ISHARES TR | 3,644 | 767,000 | 0.22% | ||
| 18 | GENERAL ELECTRIC CO | 22,939 | 722,000 | 0.21% | ||
| 19 | ISHARES TR | 20,412 | 701,000 | 0.20% | ||
| 20 | MICROSOFT CORP | 13,549 | 693,000 | 0.20% | ||
| 21 | AMAZON COM INC | 856 | 613,000 | 0.18% | ||
| 22 | WISDOMTREE TR | 6,742 | 603,000 | 0.17% | ||
| 23 | JPMORGAN CHASE & CO | 9,286 | 577,000 | 0.17% | ||
| 24 | WISDOMTREE GLOBAL | 13,701 | 571,000 | 0.16% | ||
| 25 | PROCTER AND GAMBLE CO | 6,303 | 534,000 | 0.15% | ||
| 26 | WELLS FARGO & CO NEW | 10,954 | 518,000 | 0.15% | ||
| 27 | CHEVRON CORP NEW | 4,936 | 517,000 | 0.15% | ||
| 28 | JOHNSON & JOHNSON | 4,265 | 517,000 | 0.15% | ||
| 29 | AT&T INC | 11,618 | 502,000 | 0.14% | ||
| 30 | ISHARES TR | 8,708 | 490,000 | 0.14% | ||
| 31 | WISDOMTREE TR | 6,380 | 457,000 | 0.13% | ||
| 32 | DISNEY WALT CO | 4,360 | 427,000 | 0.12% | ||
| 33 | HONEYWELL INTL INC | 3,629 | 422,000 | 0.12% | ||
| 34 | FACEBOOK INC | 3,602 | 412,000 | 0.12% | ||
| 35 | ALPHABET INC | 577 | 406,000 | 0.12% | ||
| 36 | ISHARES TR | 13,922 | 406,000 | 0.12% | ||
| 37 | VERIZON COMMUNICATIONS INC | 6,988 | 390,000 | 0.11% | ||
| 38 | CVS HEALTH CORP | 3,964 | 380,000 | 0.11% | ||
| 39 | MERCK & CO INC | 6,479 | 373,000 | 0.11% | ||
| 40 | BERKSHIRE HATHAWAY INC DEL | 2,524 | 365,000 | 0.10% | ||
| 41 | ALPHABET INC | 525 | 363,000 | 0.10% | ||
| 42 | VISA INC | 4,794 | 356,000 | 0.10% | ||
| 43 | PFIZER INC | 9,856 | 347,000 | 0.10% | ||
| 44 | MONDELEZ INTL INC | 7,448 | 339,000 | 0.10% | ||
| 45 | THERMO FISHER SCIENTIFIC INC | 2,257 | 334,000 | 0.10% | ||
| 46 | BANK AMER CORP | 24,944 | 331,000 | 0.09% | ||
| 47 | UNITEDHEALTH GROUP INC | 2,323 | 328,000 | 0.09% | ||
| 48 | INTERNATIONAL BUSINESS MACHS | 2,159 | 328,000 | 0.09% | ||
| 49 | 3M CO | 1,757 | 308,000 | 0.09% | ||
| 50 | COMCAST CORP NEW | 4,677 | 305,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-16-000185, filed 2016.08.08).
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.
