| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | VANGUARD INDEX FDS | 12,139 | 1,299,000 | 0.20% | ||
| 152 | ISHARES TR | 20,294 | 2,274,000 | 0.36% | ||
| 153 | ISHARES RUSSELL 1000 ETF | 19,998 | 2,321,000 | 0.37% | ||
| 154 | ISHARES 7-10 YEAR TREASURY BOND ETF | 28,938 | 3,039,000 | 0.48% | ||
| 155 | ISHARES TR | 46,348 | 5,464,000 | 0.86% | ||
| 156 | JPMORGAN CHASE & CO | 156,432 | 6,195,000 | 0.97% | ||
| 157 | ISHARES TR | 41,431 | 6,214,000 | 0.98% | ||
| 158 | VANGUARD INTL EQUITY INDEX F | 132,533 | 7,154,000 | 1.13% | ||
| 159 | VANGUARD SPECIALIZED FUNDS | 139,159 | 10,935,000 | 1.72% | ||
| 160 | ISHARES RUSSELL 3000 ETF | 149,393 | 18,522,000 | 2.91% | ||
| 161 | ISHARES TR | 185,620 | 20,192,000 | 3.18% | ||
| 162 | ISHARES TR | 229,390 | 28,642,000 | 4.51% | ||
| 163 | SPDR S&P MIDCAP 400 ETF TR | 153,435 | 41,919,000 | 6.59% | ||
| 164 | ISHARES TR | 640,100 | 45,639,000 | 7.18% | ||
| 165 | ISHARES TR | 282,597 | 58,560,000 | 9.21% | ||
| 166 | ISHARES TR | 1,179,537 | 74,889,000 | 11.78% | ||
| 167 | SPDR S&P 500 ETF TR | 1,348,115 | 277,509,000 | 43.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001062993-15-004608, filed 2015.08.14).
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.
