| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | POWERSHARES ETF TR II | 53,647 | 2,102,000 | 0.48% | ||
| 302 | SPDR S&P 500 ETF TR | 9,569 | 2,139,000 | 0.49% | ||
| 303 | ABBVIE INC | 34,609 | 2,167,000 | 0.50% | ||
| 304 | BERKSHIRE HATHAWAY INC DEL | 13,317 | 2,170,000 | 0.50% | ||
| 305 | ISHARES TR | 15,827 | 2,177,000 | 0.50% | ||
| 306 | MERCK & CO INC | 37,244 | 2,193,000 | 0.51% | ||
| 307 | CHUBB LIMITED | 17,105 | 2,260,000 | 0.52% | ||
| 308 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 21,118 | 2,285,000 | 0.53% | ||
| 309 | AT&T INC | 56,290 | 2,394,000 | 0.55% | ||
| 310 | VERIZON COMMUNICATIONS INC | 46,159 | 2,464,000 | 0.57% | ||
| 311 | SELECT SECTOR SPDR TR | 42,122 | 2,621,000 | 0.60% | ||
| 312 | SCHWAB US AGGREGATE BOND ETF | 51,294 | 2,642,000 | 0.61% | ||
| 313 | ISHARES | 49,519 | 2,789,000 | 0.64% | ||
| 314 | ISHARES | 59,420 | 2,793,000 | 0.64% | ||
| 315 | PIMCO ETF TR | 27,412 | 2,854,000 | 0.66% | ||
| 316 | ISHARES MSCI EAFE SMALL CAP IDX FD | 57,315 | 2,857,000 | 0.66% | ||
| 317 | ISHARES TR | 60,467 | 2,857,000 | 0.66% | ||
| 318 | ISHARES TR | 49,121 | 3,129,000 | 0.72% | ||
| 319 | GLOBAL X FDS | 216,890 | 3,221,000 | 0.74% | ||
| 320 | ISHARES TR | 26,233 | 3,537,000 | 0.82% | ||
| 321 | APPLE INC | 30,796 | 3,567,000 | 0.82% | ||
| 322 | SPDR SER TR | 130,218 | 3,604,000 | 0.83% | ||
| 323 | SPDR SERIES TRUST | 99,573 | 3,629,000 | 0.84% | ||
| 324 | SELECT SECTOR SPDR TR | 48,405 | 3,646,000 | 0.84% | ||
| 325 | ISHARES RUSSELL 1000 ETF | 30,634 | 3,813,000 | 0.88% | ||
| 326 | VANGUARD WHITEHALL FDS | 52,801 | 4,001,000 | 0.92% | ||
| 327 | FIRST TR LRGE CP CORE ALPHA | 90,610 | 4,419,000 | 1.02% | ||
| 328 | ISHARES TR | 102,805 | 4,649,000 | 1.07% | ||
| 329 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 54,224 | 4,693,000 | 1.08% | ||
| 330 | ISHARES TR | 96,207 | 4,934,000 | 1.14% | ||
| 331 | ISHARES INC | 121,686 | 5,166,000 | 1.19% | ||
| 332 | SPDR INDEX SHS FDSDJ GLB RL ES ETF | 112,418 | 5,268,000 | 1.22% | ||
| 333 | ISHARES TR | 44,195 | 5,383,000 | 1.24% | ||
| 334 | ISHARES TR | 232,229 | 12,454,000 | 2.87% | ||
| 335 | ISHARES TR | 73,494 | 16,535,000 | 3.81% | ||
| 336 | ISHARES TR | 179,390 | 19,406,000 | 4.48% | ||
| 337 | VANGUARD TAX-MANAGED FDS | 564,471 | 20,626,000 | 4.76% | ||
| 338 | ISHARES TR | 269,200 | 29,090,000 | 6.71% | ||
| 339 | VANGUARD INDEX FDS | 150,246 | 30,847,000 | 7.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-17-000553, filed 2017.02.07).
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.
