| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 182,848 | 25,145,000 | 23.98% | ||
| 2 | ISHARES TR | 149,243 | 24,676,000 | 23.53% | ||
| 3 | VANGUARD INDEX FDS | 117,135 | 24,049,000 | 22.94% | ||
| 4 | SPDR S&P MIDCAP 400 ETF TR | 78,166 | 23,585,000 | 22.49% | ||
| 5 | VANGUARD INDEX FDS | 41,644 | 4,802,000 | 4.58% | ||
| 6 | LOCKHEED MARTIN CORP | 4,217 | 1,054,000 | 1.01% | ||
| 7 | JOHNSON & JOHNSON | 3,944 | 454,000 | 0.43% | ||
| 8 | SPDR S&P 500 ETF TR | 1,428 | 319,000 | 0.30% | ||
| 9 | CISCO SYS INC | 10,000 | 302,000 | 0.29% | ||
| 10 | SCHWAB U.S. BROAD MARKET ETF | 4,700 | 255,000 | 0.24% | ||
| 11 | QUALCOMM INC | 3,304 | 215,000 | 0.21% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001563634-17-000004, filed 2017.01.24).
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.
