| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 258,493 | 16,337,000 | 11.27% | ||
| 2 | DBX ETF TR | 556,563 | 15,929,000 | 10.99% | ||
| 3 | ISHARES TR | 352,805 | 14,225,000 | 9.81% | ||
| 4 | VANGUARD INDEX FDS | 92,533 | 9,903,000 | 6.83% | ||
| 5 | VANGUARD TAX-MANAGED FDS | 236,432 | 9,375,000 | 6.47% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 217,670 | 8,898,000 | 6.14% | ||
| 7 | VANGUARD INDEX FDS | 72,680 | 8,828,000 | 6.09% | ||
| 8 | ISHARES TR | 125,214 | 8,227,000 | 5.67% | ||
| 9 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 271,342 | 7,885,000 | 5.44% | ||
| 10 | ISHARES | 131,379 | 7,578,000 | 5.23% | ||
| 11 | ISHARES INC | 258,735 | 7,573,000 | 5.22% | ||
| 12 | VANGUARD BD INDEX FDS | 40,365 | 3,237,000 | 2.23% | ||
| 13 | GENERAL ELECTRIC CO | 119,383 | 3,172,000 | 2.19% | ||
| 14 | VANGUARD INDEX FDS | 18,106 | 2,431,000 | 1.68% | ||
| 15 | ISHARES TR | 87,806 | 2,167,000 | 1.49% | ||
| 16 | ISHARES RUSSELL 2000 GROWTH ETF | 12,514 | 1,934,000 | 1.33% | ||
| 17 | ISHARES TR | 17,227 | 1,930,000 | 1.33% | ||
| 18 | INDEXIQ ETF TR | 62,746 | 1,801,000 | 1.24% | ||
| 19 | ISHARES | 42,780 | 1,734,000 | 1.20% | ||
| 20 | ISHARES TR | 24,866 | 1,624,000 | 1.12% | ||
| 21 | VANGUARD SPECIALIZED FUNDS | 20,377 | 1,601,000 | 1.10% | ||
| 22 | SPDR SER TR | 33,073 | 1,573,000 | 1.08% | ||
| 23 | SPDR INDEX SHS FDS | 29,972 | 1,373,000 | 0.95% | ||
| 24 | ISHARES | 31,188 | 1,012,000 | 0.70% | ||
| 25 | ISHARES TR | 19,009 | 902,000 | 0.62% | ||
| 26 | EXXON MOBIL CORP | 9,133 | 760,000 | 0.52% | ||
| 27 | VERIZON COMMUNICATIONS INC | 14,180 | 661,000 | 0.46% | ||
| 28 | AT&T INC | 15,768 | 560,000 | 0.39% | ||
| 29 | ISHARES TR | 3,735 | 370,000 | 0.26% | ||
| 30 | ISHARES TR | 2,439 | 366,000 | 0.25% | ||
| 31 | ISHARES TR | 5,164 | 270,000 | 0.19% | ||
| 32 | VANGUARD INDEX FDS | 2,180 | 233,000 | 0.16% | ||
| 33 | UNITED TECHNOLOGIES CORP | 1,999 | 222,000 | 0.15% | ||
| 34 | AUTOMATIC DATA PROCESSING IN | 2,593 | 208,000 | 0.14% | ||
| 35 | POWERSHARES ETF WILDER HILL CLEAN ENERGY PORTFOLIO | 16,397 | 89,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001550191-15-000009, filed 2015.08.10).
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.
