| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF | 1,527,827 | 177,289,000 | 72.64% | ||
| 2 | ISHARES TR | 174,629 | 26,191,000 | 10.73% | ||
| 3 | ISHARES TR | 196,962 | 24,593,000 | 10.08% | ||
| 4 | SCHWAB U.S. MID-CAP ETF | 237,338 | 10,120,000 | 4.15% | ||
| 5 | VANGUARD INDEX FDS | 26,183 | 2,802,000 | 1.15% | ||
| 6 | SPDR S&P 500 Fund | 8,673 | 1,785,000 | 0.73% | ||
| 7 | SCHWAB U.S. LARGE-CAP ETF | 26,345 | 1,299,000 | 0.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001468, filed 2015.07.17).
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.
