| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF | 1,680,204 | 192,602,000 | 69.06% | ||
| 2 | ISHARES CORE MSCI TOTL INTL STCK ETF | 535,746 | 28,539,000 | 10.23% | ||
| 3 | ISHARES TR | 192,875 | 23,072,000 | 8.27% | ||
| 4 | ISHARES TR | 149,058 | 21,584,000 | 7.74% | ||
| 5 | SCHWAB U.S. MID-CAP ETF | 175,942 | 7,157,000 | 2.57% | ||
| 6 | VANGUARD INDEX FDS | 26,183 | 2,775,000 | 1.00% | ||
| 7 | SPDR S&P 500 Fund | 8,661 | 1,780,000 | 0.64% | ||
| 8 | SCHWAB U.S. LARGE-CAP ETF | 27,840 | 1,366,000 | 0.49% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-000154, filed 2015.01.26).
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.
