| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 258,333 | 29,522,000 | 10.04% | ||
| 2 | VANGUARD INDEX FDS | 182,897 | 16,217,000 | 5.51% | ||
| 3 | ISHARES MSCI EAFE SMALL CAP IDX FD | 330,353 | 15,943,000 | 5.42% | ||
| 4 | VANGUARD INDEX FDS | 134,071 | 14,367,000 | 4.89% | ||
| 5 | VANGUARD INDEX FDS | 144,344 | 12,268,000 | 4.17% | ||
| 6 | ISHARES TR | 215,348 | 9,247,000 | 3.14% | ||
| 7 | VANGUARD INDEX FDS | 84,050 | 8,851,000 | 3.01% | ||
| 8 | SCHWAB SHORT-TERM US TREASURY ETF | 124,218 | 6,330,000 | 2.15% | ||
| 9 | US BANCORP DEL | 153,976 | 6,210,000 | 2.11% | ||
| 10 | EXXON MOBIL CORP | 60,645 | 5,685,000 | 1.93% | ||
| 11 | VANGUARD INDEX FDS | 51,945 | 4,437,000 | 1.51% | ||
| 12 | APPLE INC | 46,358 | 4,432,000 | 1.51% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 41,692 | 3,881,000 | 1.32% | ||
| 14 | INFINERA CORPORATION COM | 321,993 | 3,632,000 | 1.23% | ||
| 15 | BERKSHIRE HATHAWAY INC DEL | 21,941 | 3,177,000 | 1.08% | ||
| 16 | VANGUARD BD INDEX FDS | 38,807 | 3,146,000 | 1.07% | ||
| 17 | ISHARES TR | 34,934 | 2,981,000 | 1.01% | ||
| 18 | GENERAL ELECTRIC CO | 94,201 | 2,965,000 | 1.01% | ||
| 19 | JOHNSON & JOHNSON | 23,146 | 2,808,000 | 0.95% | ||
| 20 | AT&T INC | 64,181 | 2,773,000 | 0.94% | ||
| 21 | PROCTER AND GAMBLE CO | 30,425 | 2,576,000 | 0.88% | ||
| 22 | VANGUARD BD INDEX FDS | 28,419 | 2,396,000 | 0.81% | ||
| 23 | PURE STORAGE INC | 218,748 | 2,384,000 | 0.81% | ||
| 24 | VANGUARD INTL EQUITY INDEX F | 64,352 | 2,267,000 | 0.77% | ||
| 25 | MICROSOFT CORP | 42,990 | 2,200,000 | 0.75% | ||
| 26 | CULLEN FROST BANKERS INC | 33,220 | 2,117,000 | 0.72% | ||
| 27 | LOCKHEED MARTIN CORP | 8,421 | 2,090,000 | 0.71% | ||
| 28 | PEPSICO INC | 19,308 | 2,045,000 | 0.70% | ||
| 29 | VANGUARD MALVERN FDS | 40,904 | 2,024,000 | 0.69% | ||
| 30 | VANGUARD INDEX FDS | 21,098 | 2,022,000 | 0.69% | ||
| 31 | BOEING CO | 14,687 | 1,907,000 | 0.65% | ||
| 32 | VANGUARD INTL EQUITY INDEX F | 43,817 | 1,878,000 | 0.64% | ||
| 33 | ISHARES TR | 17,894 | 1,847,000 | 0.63% | ||
| 34 | CHEVRON CORP NEW | 17,102 | 1,793,000 | 0.61% | ||
| 35 | BERKSHIRE HATHAWAY INC DEL | 8 | 1,736,000 | 0.59% | ||
| 36 | PFIZER INC | 48,199 | 1,697,000 | 0.58% | ||
| 37 | VERIZON COMMUNICATIONS INC | 29,089 | 1,624,000 | 0.55% | ||
| 38 | ISHARES RUSSELL 2000 VALUE ETF | 16,421 | 1,598,000 | 0.54% | ||
| 39 | CISCO SYS INC | 54,818 | 1,573,000 | 0.53% | ||
| 40 | ISHARES TR | 15,436 | 1,549,000 | 0.53% | ||
| 41 | UNITEDHEALTH GROUP INC | 10,648 | 1,503,000 | 0.51% | ||
| 42 | VANGUARD INTL EQUITY INDEX F | 30,750 | 1,435,000 | 0.49% | ||
| 43 | VANGUARD INDEX FDS | 11,600 | 1,342,000 | 0.46% | ||
| 44 | 3M CO | 7,569 | 1,325,000 | 0.45% | ||
| 45 | MERCK & CO INC | 22,320 | 1,286,000 | 0.44% | ||
| 46 | COCA COLA CO | 27,725 | 1,257,000 | 0.43% | ||
| 47 | JPMORGAN CHASE & CO | 20,096 | 1,249,000 | 0.42% | ||
| 48 | ISHARES TR | 10,549 | 1,231,000 | 0.42% | ||
| 49 | WELLS FARGO & CO NEW | 25,779 | 1,220,000 | 0.41% | ||
| 50 | ISHARES TR | 5,687 | 1,197,000 | 0.41% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004112, filed 2016.08.02).
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.