| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF | 747,565 | 93,042,000 | 25.83% | ||
| 2 | ISHARES TR | 1,286,499 | 74,270,000 | 20.62% | ||
| 3 | ISHARES TR | 654,908 | 70,769,000 | 19.65% | ||
| 4 | ISHARES TR | 434,645 | 47,020,000 | 13.05% | ||
| 5 | WISDOMTREE TR | 888,700 | 34,757,000 | 9.65% | ||
| 6 | PIMCO ETF TR | 46,283 | 4,690,000 | 1.30% | ||
| 7 | WISDOMTREE TR | 47,819 | 2,219,000 | 0.62% | ||
| 8 | ISHARES RUSSELL 3000 ETF | 14,213 | 1,890,000 | 0.52% | ||
| 9 | VANGUARD INDEX FDS | 10,492 | 1,353,000 | 0.38% | ||
| 10 | EXXON MOBIL CORP | 14,940 | 1,349,000 | 0.37% | ||
| 11 | ISHARES TR | 26,083 | 1,272,000 | 0.35% | ||
| 12 | VANGUARD INDEX FDS | 14,330 | 1,183,000 | 0.33% | ||
| 13 | APPLE INC | 10,008 | 1,159,000 | 0.32% | ||
| 14 | VANGUARD INTL EQUITY INDEX F | 30,953 | 1,107,000 | 0.31% | ||
| 15 | VANGUARD INDEX FDS | 8,265 | 1,088,000 | 0.30% | ||
| 16 | ISHARES INC | 26,101 | 903,000 | 0.25% | ||
| 17 | ISHARES TR | 3,644 | 820,000 | 0.23% | ||
| 18 | MICROSOFT CORP | 12,699 | 789,000 | 0.22% | ||
| 19 | ISHARES TR | 28,744 | 755,000 | 0.21% | ||
| 20 | ISHARES TR | 18,588 | 726,000 | 0.20% | ||
| 21 | ISHARES TR | 20,434 | 715,000 | 0.20% | ||
| 22 | JPMORGAN CHASE & CO | 7,603 | 656,000 | 0.18% | ||
| 23 | WISDOMTREE TR | 6,742 | 636,000 | 0.18% | ||
| 24 | GENERAL ELECTRIC CO | 19,837 | 627,000 | 0.17% | ||
| 25 | AMAZON COM INC | 803 | 602,000 | 0.17% | ||
| 26 | WISDOMTREE GLOBAL | 13,701 | 595,000 | 0.17% | ||
| 27 | CHEVRON CORP NEW | 4,986 | 587,000 | 0.16% | ||
| 28 | WELLS FARGO & CO NEW | 9,643 | 532,000 | 0.15% | ||
| 29 | WISDOMTREE TR | 6,380 | 528,000 | 0.15% | ||
| 30 | ISHARES TR | 8,708 | 515,000 | 0.14% | ||
| 31 | ALPHABET INC | 641 | 508,000 | 0.14% | ||
| 32 | PROCTER AND GAMBLE CO | 5,969 | 502,000 | 0.14% | ||
| 33 | BANK AMER CORP | 21,861 | 483,000 | 0.13% | ||
| 34 | AT&T INC | 11,101 | 472,000 | 0.13% | ||
| 35 | JOHNSON & JOHNSON | 3,938 | 454,000 | 0.13% | ||
| 36 | FACEBOOK INC | 3,671 | 422,000 | 0.12% | ||
| 37 | DISNEY WALT CO | 4,048 | 422,000 | 0.12% | ||
| 38 | BERKSHIRE HATHAWAY INC DEL | 2,386 | 389,000 | 0.11% | ||
| 39 | HONEYWELL INTL INC | 3,301 | 382,000 | 0.11% | ||
| 40 | PALO ALTO NETWORKS | 3,024 | 378,000 | 0.10% | ||
| 41 | MERCK & CO INC | 6,427 | 378,000 | 0.10% | ||
| 42 | VISA INC | 4,403 | 344,000 | 0.10% | ||
| 43 | UNITEDHEALTH GROUP INC | 2,055 | 329,000 | 0.09% | ||
| 44 | ALPHABET INC | 424 | 327,000 | 0.09% | ||
| 45 | INTERNATIONAL BUSINESS MACHS | 1,909 | 317,000 | 0.09% | ||
| 46 | GOLDMAN SACHS GROUP INC | 1,274 | 305,000 | 0.08% | ||
| 47 | THERMO FISHER SCIENTIFIC INC | 2,160 | 305,000 | 0.08% | ||
| 48 | MONDELEZ INTL INC | 6,862 | 304,000 | 0.08% | ||
| 49 | PFIZER INC | 9,178 | 298,000 | 0.08% | ||
| 50 | 3M CO | 1,644 | 294,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-17-000033, filed 2017.02.09).
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.
