| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 3000 ETF | 132,338 | 17,598,000 | 11.52% | ||
| 2 | ISHARES TR | 158,033 | 17,077,000 | 11.18% | ||
| 3 | ISHARES TR | 66,999 | 15,074,000 | 9.87% | ||
| 4 | ISHARES RUSSELL 1000 ETF | 99,653 | 12,403,000 | 8.12% | ||
| 5 | VANGUARD INDEX FDS | 81,401 | 10,497,000 | 6.87% | ||
| 6 | ISHARES TR | 60,493 | 10,002,000 | 6.55% | ||
| 7 | VANGUARD SPECIALIZED FUNDS | 114,013 | 9,712,000 | 6.36% | ||
| 8 | ISHARES TR | 110,715 | 8,905,000 | 5.83% | ||
| 9 | ISHARES TR | 72,506 | 8,206,000 | 5.37% | ||
| 10 | ISHARES TR | 68,014 | 7,620,000 | 4.99% | ||
| 11 | VANGUARD WHITEHALL FDS | 98,967 | 7,499,000 | 4.91% | ||
| 12 | VANGUARD INDEX FDS | 48,023 | 5,538,000 | 3.63% | ||
| 13 | ISHARES TR S&P 100 ETF | 53,627 | 5,325,000 | 3.49% | ||
| 14 | VANGUARD BD INDEX FDS | 51,927 | 4,195,000 | 2.75% | ||
| 15 | VANGUARD HEALTH | 29,045 | 3,682,000 | 2.41% | ||
| 16 | QUEST DIAGNOSTICS INC | 16,564 | 1,522,000 | 1.00% | ||
| 17 | ISHARES TR | 7,802 | 1,073,000 | 0.70% | ||
| 18 | LILLY ELI & CO | 12,716 | 935,000 | 0.61% | ||
| 19 | VANGUARD INDEX FDS | 6,591 | 868,000 | 0.57% | ||
| 20 | EXXON MOBIL CORP | 9,094 | 821,000 | 0.54% | ||
| 21 | CLAYMORE EXCHANGE TRD FD TR | 31,527 | 761,000 | 0.50% | ||
| 22 | MERCK & CO INC | 10,776 | 634,000 | 0.42% | ||
| 23 | VANGUARD INDEX FDS | 6,240 | 580,000 | 0.38% | ||
| 24 | SELECT SECTOR SPDR TR | 10,718 | 521,000 | 0.34% | ||
| 25 | POWERSHARES EXCHANGE TRADED FD | 10,390 | 432,000 | 0.28% | ||
| 26 | SELECT SECTOR SPDR TR | 4,990 | 258,000 | 0.17% | ||
| 27 | APPLE INC | 2,213 | 256,000 | 0.17% | ||
| 28 | GENERAL ELECTRIC CO | 8,077 | 255,000 | 0.17% | ||
| 29 | CELGENE CORP | 2,048 | 237,000 | 0.16% | ||
| 30 | JOHNSON & JOHNSON | 1,815 | 209,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001538338-17-000003, filed 2017.01.30).
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.
