| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF | 1,524,652 | 163,214,000 | 62.33% | ||
| 2 | ISHARES TR | 347,938 | 47,532,000 | 18.15% | ||
| 3 | SCHWAB U.S. MID-CAP ETF | 588,897 | 22,920,000 | 8.75% | ||
| 4 | ISHARES TR | 198,818 | 21,711,000 | 8.29% | ||
| 5 | SPDR S&P 500 Fund | 14,277 | 2,736,000 | 1.04% | ||
| 6 | VANGUARD INDEX FDS | 26,183 | 2,585,000 | 0.99% | ||
| 7 | SCHWAB U.S. LARGE-CAP ETF | 25,431 | 1,164,000 | 0.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-002168, filed 2015.11.06).
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.
