| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | SPDR GOLD TR | 11,224 | 1,320,000 | 0.96% | ||
| 102 | BERKSHIRE HATHAWAY INC DE CL B NEW | 9,465 | 1,343,000 | 0.98% | ||
| 103 | ISHARES TR | 12,147 | 1,346,000 | 0.98% | ||
| 104 | VANGUARD INDEX FDS | 16,588 | 1,367,000 | 0.99% | ||
| 105 | WELLS FARGO & CO NEW | 29,464 | 1,425,000 | 1.04% | ||
| 106 | SCHWAB INTERNATIONAL EQUITY ETF | 53,021 | 1,437,000 | 1.05% | ||
| 107 | CISCO SYS INC | 50,605 | 1,441,000 | 1.05% | ||
| 108 | SCHWAB U.S. MID-CAP ETF | 39,639 | 1,609,000 | 1.17% | ||
| 109 | AMGEN INC | 10,834 | 1,624,000 | 1.18% | ||
| 110 | DISNEY WALT CO | 17,816 | 1,769,000 | 1.29% | ||
| 111 | ISHARES TR | 18,287 | 2,059,000 | 1.50% | ||
| 112 | ISHARES TR | 14,970 | 2,158,000 | 1.57% | ||
| 113 | SPDR SER TR | 28,326 | 2,264,000 | 1.65% | ||
| 114 | BRISTOL MYERS SQUIBB CO | 35,443 | 2,264,000 | 1.65% | ||
| 115 | PEPSICO INC | 22,876 | 2,344,000 | 1.71% | ||
| 116 | VERIZON COMMUNICATIONS INC | 43,539 | 2,355,000 | 1.71% | ||
| 117 | POWERSHARES ETF TR II | 170,619 | 2,546,000 | 1.85% | ||
| 118 | EXXON MOBIL CORP | 31,258 | 2,613,000 | 1.90% | ||
| 119 | PROCTER AND GAMBLE CO | 32,706 | 2,692,000 | 1.96% | ||
| 120 | INTEL CORP | 90,245 | 2,919,000 | 2.12% | ||
| 121 | CVS HEALTH CORP | 28,412 | 2,947,000 | 2.14% | ||
| 122 | SCHWAB U.S. LARGE-CAP ETF | 61,415 | 3,000,000 | 2.18% | ||
| 123 | MICROSOFT CORP | 54,546 | 3,013,000 | 2.19% | ||
| 124 | APPLE INC | 28,570 | 3,114,000 | 2.27% | ||
| 125 | SCHWAB U.S. SMALL-CAP ETF | 62,513 | 3,253,000 | 2.37% | ||
| 126 | MERCK & CO INC | 64,406 | 3,408,000 | 2.48% | ||
| 127 | JOHNSON & JOHNSON | 37,355 | 4,042,000 | 2.94% | ||
| 128 | GENERAL ELECTRIC CO | 145,679 | 4,631,000 | 3.37% | ||
| 129 | SCHWAB U.S. LARGE-CAP VALUE ETF | 135,787 | 5,866,000 | 4.27% | ||
| 130 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 114,956 | 6,026,000 | 4.38% | ||
| 131 | SCHWAB US DIVIDEND EQUITY ETF | 154,500 | 6,194,000 | 4.51% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001566493-16-000006, filed 2016.04.11).
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.
