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Institutional Investment Manager
FutureAdvisor, Inc.
FutureAdvisor, Inc. (CIK: 0001556846) incorporated in Delaware, located at 400 Howard Street, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 61 holdings with a total value of $569,869,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD INDEX FDS 300,696 22,829,000 4.01%
52 ISHARES MSCI EAFE SMALL CAP IDX FD 450,103 23,139,000 4.06%
53 SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL INTL 977,387 26,253,000 4.61%
54 ISHARES TR 507,854 26,667,000 4.68%
55 ISHARES TR 479,062 28,121,000 4.93%
56 VANGUARD INTL EQUITY INDEX F 510,632 28,452,000 4.99%
57 ISHARES TR 137,064 28,624,000 5.02%
58 ISHARES TR 313,736 29,130,000 5.11%
59 ISHARES TR 337,203 36,515,000 6.41%
60 ISHARES TR 457,372 45,660,000 8.01%
61 ISHARES INC 969,236 46,630,000 8.18%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001806, filed 2015.08.14).

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.