| # | % | |||||
|---|---|---|---|---|---|---|
| 601 | VANECK VECTORS ETF TR | 232,107 | 6,680,000 | 0.51% | ||
| 602 | POWERSHARES QQQ TRUST | 57,818 | 6,850,000 | 0.52% | ||
| 603 | ISHARES TR | 114,562 | 7,013,000 | 0.53% | ||
| 604 | SCHWAB U.S. LARGE-CAP VALUE ETF | 154,814 | 7,445,000 | 0.57% | ||
| 605 | JOHNSON & JOHNSON | 70,370 | 8,107,000 | 0.62% | ||
| 606 | MICROSOFT CORP | 130,647 | 8,118,000 | 0.62% | ||
| 607 | PIMCO ETF TR | 89,040 | 8,892,000 | 0.68% | ||
| 608 | VANGUARD INDEX FDS | 87,203 | 9,721,000 | 0.74% | ||
| 609 | VANGUARD CHARLOTTE FDS | 186,009 | 10,098,000 | 0.77% | ||
| 610 | VANGUARD INTL EQUITY INDEX F | 217,275 | 10,416,000 | 0.79% | ||
| 611 | VANGUARD INTL EQUITY INDEX F | 179,683 | 10,443,000 | 0.80% | ||
| 612 | APPLE INC | 98,819 | 11,445,000 | 0.87% | ||
| 613 | VANGUARD WHITEHALL FDS | 163,646 | 12,399,000 | 0.95% | ||
| 614 | FACEBOOK INC | 107,867 | 12,410,000 | 0.95% | ||
| 615 | POWERSHARES ETF TR II | 296,692 | 12,882,000 | 0.98% | ||
| 616 | ISHARES TR | 131,245 | 14,182,000 | 1.08% | ||
| 617 | VANGUARD TAX-MANAGED FDS | 402,540 | 14,709,000 | 1.12% | ||
| 618 | ISHARES TR | 135,286 | 16,476,000 | 1.26% | ||
| 619 | VANGUARD INTL EQUITY INDEX F | 470,765 | 16,844,000 | 1.28% | ||
| 620 | ISHARES TR | 200,202 | 20,296,000 | 1.55% | ||
| 621 | VANGUARD BD INDEX FDS | 259,388 | 20,608,000 | 1.57% | ||
| 622 | VANGUARD INDEX FDS | 114,115 | 23,429,000 | 1.79% | ||
| 623 | ISHARES TR | 116,866 | 26,294,000 | 2.01% | ||
| 624 | ISHARES TR | 616,207 | 27,865,000 | 2.13% | ||
| 625 | ISHARES TR | 565,836 | 30,346,000 | 2.31% | ||
| 626 | ISHARES TR | 192,370 | 31,806,000 | 2.43% | ||
| 627 | ISHARES TR | 339,885 | 46,741,000 | 3.57% | ||
| 628 | VANGUARD BD INDEX FDS | 653,698 | 52,812,000 | 4.03% | ||
| 629 | SPDR S&P 500 ETF TR | 280,972 | 62,806,000 | 4.79% | ||
| 630 | VANGUARD INDEX FDS | 993,921 | 114,619,000 | 8.74% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000122, filed 2017.01.13).
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.
