| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF | 1,849,088 | 209,521,000 | 58.78% | ||
| 2 | ISHARES TR | 363,587 | 50,655,000 | 14.21% | ||
| 3 | SCHWAB U.S. MID-CAP ETF | 839,037 | 33,620,000 | 9.43% | ||
| 4 | ISHARES TR | 201,440 | 22,686,000 | 6.36% | ||
| 5 | ISHARES TR | 228,397 | 13,411,000 | 3.76% | ||
| 6 | ISHARES INC | 302,645 | 11,921,000 | 3.34% | ||
| 7 | SPDR S&P 500 ETF TR | 30,240 | 6,165,000 | 1.73% | ||
| 8 | ISHARES TR | 59,798 | 3,252,000 | 0.91% | ||
| 9 | VANGUARD INDEX FDS | 26,183 | 2,731,000 | 0.77% | ||
| 10 | SCHWAB U.S. LARGE-CAP ETF | 29,239 | 1,420,000 | 0.40% | ||
| 11 | SCHWAB U.S. SMALL-CAP ETF | 20,814 | 1,084,000 | 0.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-002842, filed 2016.02.09).
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.
