| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF | 1,811,248 | 218,183,000 | 59.48% | ||
| 2 | ISHARES TR | 493,184 | 76,300,000 | 20.80% | ||
| 3 | SCHWAB U.S. MID-CAP ETF | 909,828 | 39,596,000 | 10.79% | ||
| 4 | ISHARES TR | 194,347 | 24,140,000 | 6.58% | ||
| 5 | VANGUARD INDEX FDS | 26,183 | 2,915,000 | 0.79% | ||
| 6 | SPDR S&P 500 ETF TR | 9,201 | 1,990,000 | 0.54% | ||
| 7 | SCHWAB U.S. LARGE-CAP ETF | 31,698 | 1,636,000 | 0.45% | ||
| 8 | SCHWAB U.S. SMALL-CAP ETF | 12,942 | 745,000 | 0.20% | ||
| 9 | ISHARES TR | 4,317 | 536,000 | 0.15% | ||
| 10 | ISHARES TR | 6,347 | 350,000 | 0.10% | ||
| 11 | ISHARES TR | 4,332 | 215,000 | 0.06% | ||
| 12 | SCHWAB U.S. BROAD MARKET ETF | 4,026 | 211,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004508, filed 2016.10.18).
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.
