| # | % | |||||
|---|---|---|---|---|---|---|
| 651 | Spdr Ser Tr Nuveen Barcl | 92,170 | 2,245,000 | 0.41% | ||
| 652 | ISHARES MSCI | 55,152 | 2,255,000 | 0.41% | ||
| 653 | VANGUARD INDEX FDS | 29,861 | 2,792,000 | 0.50% | ||
| 654 | ISHARES INC | 74,404 | 2,931,000 | 0.53% | ||
| 655 | APPLE INC | 28,936 | 3,046,000 | 0.55% | ||
| 656 | AT&T INC | 96,295 | 3,314,000 | 0.60% | ||
| 657 | INTEL CORP | 106,920 | 3,683,000 | 0.67% | ||
| 658 | ISHARES TR | 34,731 | 3,845,000 | 0.69% | ||
| 659 | ISHARES TR | 87,190 | 3,910,000 | 0.71% | ||
| 660 | ISHARES TR | 52,996 | 3,983,000 | 0.72% | ||
| 661 | FIRST TR MORNINGSTAR DIV LEA | 213,591 | 5,062,000 | 0.91% | ||
| 662 | VANGUARD INDEX FDS | 79,264 | 6,320,000 | 1.14% | ||
| 663 | SPDR INDEX SHS FDS | 195,323 | 7,366,000 | 1.33% | ||
| 664 | ISHARES MSCI EAFE SMALL CAP IDX FD | 219,390 | 10,959,000 | 1.98% | ||
| 665 | ISHARES TR | 291,732 | 14,435,000 | 2.61% | ||
| 666 | ISHARES TR | 159,982 | 14,856,000 | 2.68% | ||
| 667 | ISHARES TR | 156,149 | 17,126,000 | 3.09% | ||
| 668 | VANGUARD INTL EQUITY INDEX F | 599,258 | 19,602,000 | 3.54% | ||
| 669 | ISHARES TR | 605,496 | 25,322,000 | 4.58% | ||
| 670 | VANGUARD WHITEHALL FDS | 449,650 | 30,014,000 | 5.42% | ||
| 671 | VANGUARD TAX-MANAGED FDS | 1,292,320 | 47,454,000 | 8.58% | ||
| 672 | ISHARES TR | 1,200,394 | 129,655,000 | 23.43% | ||
| 673 | VANGUARD INDEX FDS | 1,276,952 | 133,186,000 | 24.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-053071, filed 2016.02.16).
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.
