| # | % | |||||
|---|---|---|---|---|---|---|
| 601 | ALTRIA GROUP INC | 14,680 | 734,000 | 0.27% | ||
| 602 | ISHARES TR | 6,633 | 734,000 | 0.27% | ||
| 603 | SPDR GOLD TR | 7,118 | 809,000 | 0.30% | ||
| 604 | HOME DEPOT INC | 7,217 | 820,000 | 0.30% | ||
| 605 | VANGUARD INDEX FDS | 4,366 | 826,000 | 0.31% | ||
| 606 | MICROSOFT CORP | 20,670 | 840,000 | 0.31% | ||
| 607 | BERKSHIRE HATHAWAY INC DEL | 4 | 870,000 | 0.32% | ||
| 608 | JOHNSON & JOHNSON | 8,820 | 887,000 | 0.33% | ||
| 609 | VERIZON COMMUNICATIONS INC | 18,965 | 922,000 | 0.34% | ||
| 610 | VANGUARD INDEX FDS | 8,926 | 977,000 | 0.36% | ||
| 611 | VANGUARD STAR FDS | 20,225 | 1,018,000 | 0.38% | ||
| 612 | SCHWAB INTERNATIONAL EQUITY ETF | 35,082 | 1,061,000 | 0.39% | ||
| 613 | ISHARES MSCI EAFE SMALL CAP IDX FD | 23,078 | 1,142,000 | 0.42% | ||
| 614 | EXXON MOBIL CORP | 13,652 | 1,160,000 | 0.43% | ||
| 615 | SCHWAB U.S. BROAD MARKET ETF | 23,077 | 1,165,000 | 0.43% | ||
| 616 | ISHARES TR | 27,208 | 1,292,000 | 0.48% | ||
| 617 | ISHARES TR | 11,931 | 1,355,000 | 0.50% | ||
| 618 | ISHARES TR | 34,009 | 1,403,000 | 0.52% | ||
| 619 | BERKSHIRE HATHAWAY INC DEL | 10,512 | 1,517,000 | 0.56% | ||
| 620 | VANGUARD INDEX FDS | 17,003 | 1,563,000 | 0.58% | ||
| 621 | INTERNATIONAL BUSINESS MACHS | 9,787 | 1,571,000 | 0.58% | ||
| 622 | CHEVRON CORP NEW | 21,299 | 2,236,000 | 0.83% | ||
| 623 | ISHARES TR | 40,726 | 2,256,000 | 0.84% | ||
| 624 | ISHARES TR | 24,960 | 2,364,000 | 0.88% | ||
| 625 | VANGUARD WHITEHALL FDS | 34,748 | 2,373,000 | 0.88% | ||
| 626 | VANGUARD INDEX FDS | 31,170 | 2,967,000 | 1.10% | ||
| 627 | AT&T INC | 90,958 | 2,970,000 | 1.10% | ||
| 628 | INTEL CORP | 96,491 | 3,017,000 | 1.12% | ||
| 629 | APPLE INC | 26,238 | 3,265,000 | 1.21% | ||
| 630 | ISHARES TR | 42,548 | 3,316,000 | 1.23% | ||
| 631 | ISHARES TR | 101,318 | 3,408,000 | 1.27% | ||
| 632 | VANGUARD TAX-MANAGED FDS | 89,419 | 3,562,000 | 1.32% | ||
| 633 | FIRST TR MORNINGSTAR DIV LEA | 197,997 | 4,609,000 | 1.71% | ||
| 634 | ISHARES TR | 91,992 | 10,251,000 | 3.81% | ||
| 635 | VANGUARD INTL EQUITY INDEX F | 530,209 | 21,670,000 | 8.06% | ||
| 636 | VANGUARD INDEX FDS | 1,296,172 | 139,014,000 | 51.69% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-022557, filed 2015.06.01).
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.
