| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Park City Group Inc | 11,356 | 144,000 | 0.04% | ||
| 2 | SUNPOWER CORP | 28,177 | 186,000 | 0.05% | SH | |
| 3 | SPDR INDEX SHS FDS | 5,572 | 201,000 | 0.05% | SH | |
| 4 | JPMorgan Chase & Co | 2,460 | 212,000 | 0.06% | SH | |
| 5 | iShares Tr | 4,310 | 215,000 | 0.06% | SH | |
| 6 | YUM BRANDS INC | 3,456 | 219,000 | 0.06% | SH | |
| 7 | AMGEN INC | 1,680 | 246,000 | 0.07% | SH | |
| 8 | AMAZON COM INC | 336 | 252,000 | 0.07% | SH | |
| 9 | ISHARES TR | 4,261 | 252,000 | 0.07% | ||
| 10 | CHEVRON CORP NEW | 2,376 | 269,000 | 0.07% | ||
| 11 | ISHARES TR | 1,990 | 279,000 | 0.08% | SH | |
| 12 | iShares Tr | 8,065 | 282,000 | 0.08% | SH | |
| 13 | SCHWAB U.S. LARGE-CAP VALUE ETF | 5,945 | 286,000 | 0.08% | SH | |
| 14 | JOHNSON & JOHNSON | 2,534 | 292,000 | 0.08% | ||
| 15 | ISHARES TR | 2,293 | 309,000 | 0.08% | SH | |
| 16 | INTERNATIONAL BUSINESS MACHS | 1,913 | 318,000 | 0.09% | SH | |
| 17 | UNITED PARCEL SERVICE INC | 2,796 | 321,000 | 0.09% | SH | |
| 18 | COSTCO WHSL CORP NEW | 2,004 | 321,000 | 0.09% | SH | |
| 19 | ISHARES TR | 6,736 | 389,000 | 0.11% | SH | |
| 20 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 13,458 | 392,000 | 0.11% | SH | |
| 21 | SCHWAB EMERGING MARKETS EQUITY ETF | 20,033 | 432,000 | 0.12% | SH | |
| 22 | ISHARES TR | 3,865 | 433,000 | 0.12% | SH | |
| 23 | EXXON MOBIL CORP | 4,841 | 437,000 | 0.12% | SH | |
| 24 | SCHWAB U.S. SMALL-CAP ETF | 7,193 | 442,000 | 0.12% | SH | |
| 25 | BERKSHIRE HATHAWAY INC DEL | 3,340 | 463,000 | 0.13% | SH | |
| 26 | NORTHWEST NAT GAS CO | 8,215 | 491,000 | 0.13% | SH | |
| 27 | ISHARES TR | 4,875 | 511,000 | 0.14% | SH | |
| 28 | SPDR S&P 500 ETF TR | 2,321 | 519,000 | 0.14% | SH | |
| 29 | APPLE INC | 4,587 | 531,000 | 0.14% | SH | |
| 30 | MICROSOFT CORP | 9,375 | 537,000 | 0.15% | SH | |
| 31 | ISHARES TR | 6,280 | 539,000 | 0.15% | SH | |
| 32 | SCHWAB U.S. BROAD MARKET ETF | 9,990 | 541,000 | 0.15% | ||
| 33 | ISHARES RUSSELL 3000 ETF | 4,116 | 547,000 | 0.15% | SH | |
| 34 | ISHARES TR | 2,455 | 552,000 | 0.15% | SH | |
| 35 | NIKE INC | 11,632 | 591,000 | 0.16% | ||
| 36 | VANGUARD INTL EQUITY INDEX F | 12,496 | 619,000 | 0.17% | SH | |
| 37 | SCHWAB U.S. REIT ETF | 16,827 | 691,000 | 0.19% | SH | |
| 38 | PORTLAND GEN ELEC CO | 16,105 | 698,000 | 0.19% | SH | |
| 39 | SCHWAB INTERNATIONAL EQUITY ETF | 27,898 | 772,000 | 0.21% | SH | |
| 40 | PEPSICO INC | 8,511 | 891,000 | 0.24% | SH | |
| 41 | INTEL CORP | 26,457 | 905,000 | 0.25% | SH | |
| 42 | SVB FINANCIAL GROUP | 5,422 | 931,000 | 0.25% | SH | |
| 43 | SCHWAB US TIPS ETF | 18,512 | 1,015,000 | 0.28% | SH | |
| 44 | ISHARES TR | 9,316 | 1,141,000 | 0.31% | SH | |
| 45 | VANGUARD INDEX FDS | 11,146 | 1,141,000 | 0.31% | SH | |
| 46 | ISHARES TR | 10,225 | 1,157,000 | 0.31% | SH | |
| 47 | STARBUCKS CORP | 21,120 | 1,173,000 | 0.32% | SH | |
| 48 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 24,834 | 1,325,000 | 0.36% | SH | |
| 49 | VANGUARD INDEX FDS | 537,982 | 44,400,000 | 12.08% | SH | |
| 50 | VANGUARD INDEX FDS | 360,924 | 46,545,000 | 12.66% | SH |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001486946-17-000001, filed 2017.01.23).
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.
