| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 318,818 | 27,096,000 | 19.48% | ||
| 2 | ISHARES TR | 355,940 | 14,092,000 | 10.13% | ||
| 3 | ISHARES TR | 226,262 | 13,678,000 | 9.83% | ||
| 4 | DBX ETF TR | 446,991 | 11,658,000 | 8.38% | ||
| 5 | VANGUARD INDEX FDS | 75,375 | 8,137,000 | 5.85% | ||
| 6 | ISHARES TR | 105,010 | 6,296,000 | 4.53% | ||
| 7 | ISHARES INC | 230,939 | 5,806,000 | 4.17% | ||
| 8 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 221,428 | 5,414,000 | 3.89% | ||
| 9 | ISHARES | 91,243 | 4,546,000 | 3.27% | ||
| 10 | VANGUARD BD INDEX FDS | 40,356 | 3,244,000 | 2.33% | ||
| 11 | DBX ETF TRUST XTRACK MSCI EURP ETF | 124,674 | 3,116,000 | 2.24% | ||
| 12 | GENERAL ELECTRIC CO | 119,579 | 3,016,000 | 2.17% | ||
| 13 | JPMORGAN CHASE & CO | 96,393 | 2,929,000 | 2.11% | ||
| 14 | POWERSHARES ETF TRUST | 97,964 | 2,161,000 | 1.55% | ||
| 15 | ISHARES TR | 63,571 | 2,084,000 | 1.50% | ||
| 16 | VANGUARD INDEX FDS | 16,765 | 1,975,000 | 1.42% | ||
| 17 | ISHARES TR | 17,711 | 1,960,000 | 1.41% | ||
| 18 | ISHARES TR | 77,997 | 1,836,000 | 1.32% | ||
| 19 | INDEXIQ ETF TR | 63,474 | 1,765,000 | 1.27% | ||
| 20 | ISHARES | 43,283 | 1,652,000 | 1.19% | ||
| 21 | ISHARES TR | 25,418 | 1,586,000 | 1.14% | ||
| 22 | VANGUARD SPECIALIZED FUNDS | 21,081 | 1,555,000 | 1.12% | ||
| 23 | ISHARES RUSSELL 2000 GROWTH ETF | 11,448 | 1,534,000 | 1.10% | ||
| 24 | SPDR SER TR | 33,994 | 1,520,000 | 1.09% | ||
| 25 | FIRST TR EXCHANGE TRAD FD VI | 62,570 | 1,391,000 | 1.00% | ||
| 26 | SPDR INDEX SHS FDS | 29,486 | 1,332,000 | 0.96% | ||
| 27 | SPDR SERIES TRUST | 17,318 | 1,317,000 | 0.95% | ||
| 28 | ISHARES | 31,966 | 1,006,000 | 0.72% | ||
| 29 | SCHWAB EMERGING MARKETS EQUITY ETF | 46,101 | 932,000 | 0.67% | ||
| 30 | ISHARES TR | 16,683 | 728,000 | 0.52% | ||
| 31 | EXXON MOBIL CORP | 9,143 | 680,000 | 0.49% | ||
| 32 | VERIZON COMMUNICATIONS INC | 14,455 | 629,000 | 0.45% | ||
| 33 | ISHARES TR | 4,143 | 599,000 | 0.43% | ||
| 34 | AT&T INC | 16,209 | 528,000 | 0.38% | ||
| 35 | FIRST TR EXCHANGE TRADED FD | 16,389 | 301,000 | 0.22% | ||
| 36 | ISHARES TR | 3,112 | 289,000 | 0.21% | ||
| 37 | ISHARES TR | 5,164 | 239,000 | 0.17% | ||
| 38 | VANGUARD INDEX FDS | 2,204 | 221,000 | 0.16% | ||
| 39 | Auto Data Processing | 2,593 | 208,000 | 0.15% | ||
| 40 | POWERSHARES ETF WILDER HILL CLEAN ENERGY PORTFOLIO | 17,145 | 70,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001550191-15-000010, filed 2015.10.26).
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.
