| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 387,353 | 17,516,000 | 13.69% | ||
| 2 | ISHARES TR | 210,629 | 14,554,000 | 11.37% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 290,469 | 10,393,000 | 8.12% | ||
| 4 | INDEXIQ ETF TR | 304,923 | 8,934,000 | 6.98% | ||
| 5 | VANGUARD TAX-MANAGED FDS | 233,587 | 8,535,000 | 6.67% | ||
| 6 | ISHARES TR | 70,551 | 7,984,000 | 6.24% | ||
| 7 | DBX ETF TR | 276,142 | 7,749,000 | 6.05% | ||
| 8 | VANGUARD INDEX FDS | 56,858 | 7,332,000 | 5.73% | ||
| 9 | ISHARES INC | 270,039 | 6,710,000 | 5.24% | ||
| 10 | VANGUARD INDEX FDS | 80,712 | 6,661,000 | 5.20% | ||
| 11 | ISHARES TR | 101,691 | 6,226,000 | 4.86% | ||
| 12 | VANGUARD BD INDEX FDS | 37,744 | 2,999,000 | 2.34% | ||
| 13 | GENERAL ELECTRIC CO | 92,879 | 2,935,000 | 2.29% | ||
| 14 | ISHARES TR | 108,021 | 2,626,000 | 2.05% | ||
| 15 | SPDR SER TR | 39,776 | 1,816,000 | 1.42% | ||
| 16 | ISHARES | 36,550 | 1,483,000 | 1.16% | ||
| 17 | POWERSHARES ETF TRUST | 51,799 | 1,346,000 | 1.05% | ||
| 18 | ISHARES TR | 46,353 | 1,211,000 | 0.95% | ||
| 19 | ISHARES TR | 9,738 | 1,160,000 | 0.91% | ||
| 20 | ISHARES TR | 16,350 | 1,148,000 | 0.90% | ||
| 21 | ISHARES TR | 6,734 | 1,113,000 | 0.87% | ||
| 22 | GOLDMAN SACHS ETF TR | 23,369 | 1,037,000 | 0.81% | ||
| 23 | ISHARES | 30,470 | 991,000 | 0.77% | ||
| 24 | ISHARES | 19,744 | 966,000 | 0.75% | ||
| 25 | GOLDMAN SACHS ETF TR | 38,367 | 935,000 | 0.73% | ||
| 26 | EXXON MOBIL CORP | 8,490 | 766,000 | 0.60% | ||
| 27 | ISHARES TR | 14,562 | 688,000 | 0.54% | ||
| 28 | VERIZON COMMUNICATIONS INC | 9,908 | 529,000 | 0.41% | ||
| 29 | SSGA ACTIVE ETF TR | 8,153 | 395,000 | 0.31% | ||
| 30 | AT&T INC | 6,989 | 297,000 | 0.23% | ||
| 31 | APPLE INC | 2,358 | 273,000 | 0.21% | ||
| 32 | VANGUARD LONG-TERM GOVERNMENT BOND ETF | 3,706 | 273,000 | 0.21% | ||
| 33 | VANGUARD INDEX FDS | 1,880 | 210,000 | 0.16% | ||
| 34 | UNITED TECHNOLOGIES CORP | 1,852 | 203,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001550191-17-000001, filed 2017.01.09).
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.
