| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 8,086 | 694,000 | 0.24% | ||
| 2 | ISHARES TR | 7,681 | 779,000 | 0.27% | ||
| 3 | ISHARES MSCI EAFE SMALL CAP IDX FD | 16,209 | 808,000 | 0.28% | ||
| 4 | ISHARES TR | 23,880 | 836,000 | 0.29% | ||
| 5 | ISHARES TR | 31,559 | 933,000 | 0.32% | ||
| 6 | ISHARES TR | 10,666 | 1,153,000 | 0.40% | ||
| 7 | ISHARES COHEN & STEERS REIT ETF | 15,477 | 1,542,000 | 0.54% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 54,203 | 1,939,000 | 0.68% | ||
| 9 | ISHARES TR | 29,488 | 2,269,000 | 0.79% | ||
| 10 | ISHARES INC | 59,623 | 2,531,000 | 0.88% | ||
| 11 | VANGUARD TAX-MANAGED FDS | 104,951 | 3,835,000 | 1.34% | ||
| 12 | ISHARES TR | 83,048 | 4,794,000 | 1.67% | ||
| 13 | VANGUARD INDEX FDS | 119,909 | 9,896,000 | 3.45% | ||
| 14 | WISDOMTREE TR | 326,932 | 12,786,000 | 4.45% | ||
| 15 | VANGUARD INDEX FDS | 126,494 | 14,102,000 | 4.91% | ||
| 16 | ISHARES RUSSELL 2000 GROWTH ETF | 95,631 | 14,721,000 | 5.13% | ||
| 17 | VANGUARD INTL EQUITY INDEX F | 461,885 | 22,896,000 | 7.97% | ||
| 18 | VANGUARD INDEX FDS | 271,402 | 25,243,000 | 8.79% | ||
| 19 | ISHARES RUSSELL 2000 VALUE ETF | 226,595 | 26,951,000 | 9.38% | ||
| 20 | ISHARES TR | 343,186 | 36,000,000 | 12.53% | ||
| 21 | ISHARES TR | 713,833 | 38,283,000 | 13.33% | ||
| 22 | ISHARES TR | 573,344 | 64,232,000 | 22.36% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000909012-17-000056, filed 2017.02.14).
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.
