| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF | 1,534,240 | 177,742,000 | 73.86% | ||
| 2 | ISHARES TR | 197,574 | 24,572,000 | 10.21% | ||
| 3 | ISHARES TR | 156,260 | 23,748,000 | 9.87% | ||
| 4 | SCHWAB U.S. MID-CAP ETF | 200,928 | 8,670,000 | 3.60% | ||
| 5 | VANGUARD INDEX FDS | 26,183 | 2,808,000 | 1.17% | ||
| 6 | SPDR S&P 500 Fund | 8,665 | 1,789,000 | 0.74% | ||
| 7 | SCHWAB U.S. LARGE-CAP ETF | 26,345 | 1,306,000 | 0.54% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-000890, filed 2015.04.10).
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.
