| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | 3,163,278 | 364,789,000 | 52.01% | ||
| 2 | ISHARES S&P SMALLCAP 600 VALUE INDEX | 901,997 | 126,289,000 | 18.00% | ||
| 3 | Vanguard MSCI Pacific (ETF) | 1,050,083 | 61,031,000 | 8.70% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 1,245,701 | 59,719,000 | 8.51% | ||
| 5 | VANGUARD INDEX FDS | 543,429 | 44,849,000 | 6.39% | ||
| 6 | ISHARES TR | 134,327 | 14,531,000 | 2.07% | ||
| 7 | SCHWAB STRATEGIC TR | 126,485 | 6,853,000 | 0.98% | ||
| 8 | VANGUARD MEGA CAP ETF | 43,473 | 3,319,000 | 0.47% | ||
| 9 | ISHARES TR | 79,530 | 3,236,000 | 0.46% | ||
| 10 | SCHWAB EMERGING MARKETS EQUITY | 117,226 | 2,527,000 | 0.36% | ||
| 11 | SCHWAB STRATEGIC TR | 35,989 | 2,213,000 | 0.32% | ||
| 12 | ISHARES GOLD TRUST | 103,677 | 1,149,000 | 0.16% | ||
| 13 | ISHARES CORE MSCI PACIFIC ETF | 22,844 | 1,115,000 | 0.16% | ||
| 14 | VANGUARD INDEX FDS SMALL CP ETF | 8,348 | 1,077,000 | 0.15% | ||
| 15 | SCHWAB STRATEGIC TR | 18,282 | 942,000 | 0.13% | ||
| 16 | FS INVT CORP | 85,907 | 885,000 | 0.13% | ||
| 17 | WISDOMTREE SMALLCAP EARNINGS FUND | 7,923 | 774,000 | 0.11% | ||
| 18 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3,764 | 613,000 | 0.09% | ||
| 19 | ISHARES TR CORE HIGH DV ETF | 6,446 | 530,000 | 0.08% | ||
| 20 | ISHARES TR | 4,336 | 501,000 | 0.07% | ||
| 21 | POWERSHARES ETF TR II | 23,798 | 447,000 | 0.06% | ||
| 22 | BANKWELL FINL GROUP INC COM | 13,301 | 432,000 | 0.06% | ||
| 23 | SPDR DOW JONES GLOBAL REAL ESTATE ETF | 8,192 | 384,000 | 0.05% | ||
| 24 | VANGUARD WHITEHALL FDS INC | 5,033 | 381,000 | 0.05% | ||
| 25 | SCHWAB STRATEGIC TR | 6,924 | 380,000 | 0.05% | ||
| 26 | MICROSOFT CORP | 6,094 | 379,000 | 0.05% | ||
| 27 | ISHARES S&P SMALLCAP 600 | 2,380 | 327,000 | 0.05% | ||
| 28 | ISHARES TR | 6,814 | 308,000 | 0.04% | ||
| 29 | ISHARES TR | 1,238 | 279,000 | 0.04% | ||
| 30 | VANGUARD BD INDEX FD INC | 3,305 | 267,000 | 0.04% | ||
| 31 | PFIZER INC | 7,413 | 241,000 | 0.03% | ||
| 32 | GENERAL ELECTRIC CO | 7,196 | 227,000 | 0.03% | ||
| 33 | ATANDT INC | 5,008 | 213,000 | 0.03% | ||
| 34 | ISHARES TR | 1,555 | 207,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001542606-17-000001, filed 2017.01.17).
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.
