| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | 2,958,001 | 301,036,000 | 44.52% | ||
| 2 | ISHARES TR 7-10YR TR BD ETF | 2,798,356 | 289,854,000 | 42.86% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 820,895 | 42,925,000 | 6.35% | ||
| 4 | ISHARES 3-7 YEAR TREASURY BOND ETF | 54,207 | 6,602,000 | 0.98% | ||
| 5 | ISHARES TR | 23,995 | 4,727,000 | 0.70% | ||
| 6 | ISHARES TR | 23,305 | 2,744,000 | 0.41% | ||
| 7 | SPDR SERIES TRUST | 84,782 | 2,612,000 | 0.39% | ||
| 8 | ISHARES TR | 17,215 | 2,225,000 | 0.33% | ||
| 9 | ISHARES MSCI EAFE INDEX | 22,150 | 1,514,000 | 0.22% | ||
| 10 | VANGUARD TAX MANAGED INTL FD | 32,196 | 1,371,000 | 0.20% | ||
| 11 | VANGUARD EMERGING MKTS ETF | 30,485 | 1,315,000 | 0.19% | ||
| 12 | DBX ETF TR XTRAK MSCI EAFE | 34,139 | 942,000 | 0.14% | ||
| 13 | EXXON MOBIL CORP | 8,722 | 878,000 | 0.13% | ||
| 14 | SPDR SER TR | 35,212 | 834,000 | 0.12% | ||
| 15 | VANGUARD SCOTTSDALE FDS | 8,307 | 773,000 | 0.11% | ||
| 16 | ISHARES RUSSELL 2000 INDEX | 6,252 | 743,000 | 0.11% | ||
| 17 | ISHARES S&P MIDCAP 400 | 5,009 | 717,000 | 0.11% | ||
| 18 | VANGUARD SCOTTSDALE FDS | 8,123 | 716,000 | 0.11% | ||
| 19 | VANGUARD INDEX FDS | 8,618 | 645,000 | 0.10% | ||
| 20 | ISHARES TR | 5,628 | 611,000 | 0.09% | ||
| 21 | SPDR NUVEEN BARCLAYS SH TR MUN | 22,611 | 550,000 | 0.08% | ||
| 22 | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 4,602 | 467,000 | 0.07% | ||
| 23 | SCHWAB STRATEGIC TR | 9,749 | 457,000 | 0.07% | ||
| 24 | PRAXAIR INC | 3,381 | 449,000 | 0.07% | ||
| 25 | SPDR S&P 500 ETF TR TR UNIT | 2,264 | 443,000 | 0.07% | ||
| 26 | VANGUARD SCOTTSDALE FDS | 4,326 | 387,000 | 0.06% | ||
| 27 | ISHARES S&P 500 GROWTH INDEX | 3,676 | 387,000 | 0.06% | ||
| 28 | ISHARES TR | 7,119 | 377,000 | 0.06% | ||
| 29 | VANGUARD SCOTTSDALE FDS | 5,373 | 344,000 | 0.05% | ||
| 30 | UNITED STS COMMODITY INDEX F | 5,665 | 343,000 | 0.05% | ||
| 31 | LOCKHEED MARTIN CORP | 1,988 | 320,000 | 0.05% | ||
| 32 | ISHARES TR S&P MIDCP VALU | 2,466 | 313,000 | 0.05% | ||
| 33 | ISHARES S&P MIDCAP 400 GROWTH INDEX | 1,986 | 312,000 | 0.05% | ||
| 34 | ISHARES TR | 2,747 | 302,000 | 0.04% | ||
| 35 | ISHARES S&P 500 VALUE | 3,285 | 297,000 | 0.04% | ||
| 36 | SPDR INDEX SHS FDS | 5,427 | 273,000 | 0.04% | ||
| 37 | ISHARES TR | 5,670 | 245,000 | 0.04% | ||
| 38 | VANGUARD SCOTTSDALE FDS | 2,399 | 241,000 | 0.04% | ||
| 39 | VANGUARD INDEX FDS SM CP VAL E | 2,241 | 236,000 | 0.03% | ||
| 40 | VERIZON COMMUNICATIONS INC | 4,226 | 207,000 | 0.03% | ||
| 41 | ISHARES TR | 1,761 | 204,000 | 0.03% | ||
| 42 | ISHARES RUSSELL 100 GROWTH | 2,210 | 201,000 | 0.03% | ||
| 43 | ISHARES TR | 1,820 | 200,000 | 0.03% | ||
| 44 | SCHWAB STRATEGIC TR | 4,250 | 171,000 | 0.03% | ||
| 45 | PEOPLE S UNITED FINANCIAL | 10,607 | 161,000 | 0.02% | ||
| 46 | VANGUARD INDEX FDS | 1,814 | 159,000 | 0.02% | ||
| 47 | DOW CHEMICAL CO | 2,746 | 141,000 | 0.02% | ||
| 48 | ISHARES TR | 943 | 131,000 | 0.02% | ||
| 49 | CHEVRON CORP | 934 | 122,000 | 0.02% | ||
| 50 | APPLE INC | 1,316 | 122,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001516450-14-000009, filed 2014.08.12).
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.
