| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF | 1,897,382 | 216,434,000 | 65.09% | ||
| 2 | ISHARES TR | 413,248 | 59,586,000 | 17.92% | ||
| 3 | SCHWAB U.S. MID-CAP ETF | 682,474 | 27,703,000 | 8.33% | ||
| 4 | ISHARES TR | 204,053 | 22,574,000 | 6.79% | ||
| 5 | VANGUARD INDEX FDS | 26,183 | 2,745,000 | 0.83% | ||
| 6 | SPDR S&P 500 ETF TR | 9,196 | 1,890,000 | 0.57% | ||
| 7 | SCHWAB U.S. LARGE-CAP ETF | 32,137 | 1,570,000 | 0.47% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003587, filed 2016.05.05).
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.
