| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. SMALL-CAP ETF | 420,358 | 23,170,000 | 17.39% | ||
| 2 | VANGUARD INDEX FDS | 207,412 | 21,986,000 | 16.50% | ||
| 3 | VANGUARD SCOTTSDALE FDS | 200,785 | 15,989,000 | 12.00% | ||
| 4 | VANGUARD INDEX FDS | 106,500 | 13,159,000 | 9.88% | ||
| 5 | VANGUARD INDEX FDS | 145,476 | 11,784,000 | 8.84% | ||
| 6 | ISHARES MSCI EAFE SMALL CAP IDX FD | 235,917 | 11,020,000 | 8.27% | ||
| 7 | ISHARES TR | 171,718 | 10,447,000 | 7.84% | ||
| 8 | VANGUARD TAX-MANAGED FDS | 175,991 | 6,667,000 | 5.00% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 158,367 | 6,338,000 | 4.76% | ||
| 10 | ISHARES TR | 16,995 | 3,516,000 | 2.64% | ||
| 11 | ISHARES INC | 47,821 | 2,249,000 | 1.69% | ||
| 12 | ISHARES TR | 8,855 | 1,282,000 | 0.96% | ||
| 13 | ISHARES TR | 23,410 | 1,183,000 | 0.89% | ||
| 14 | VANGUARD INDEX FDS | 8,853 | 1,033,000 | 0.78% | ||
| 15 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 33,988 | 981,000 | 0.74% | ||
| 16 | ISHARES TR | 6,785 | 774,000 | 0.58% | ||
| 17 | CHEVRON CORP NEW | 3,926 | 440,000 | 0.33% | ||
| 18 | ISHARES TR | 9,105 | 358,000 | 0.27% | ||
| 19 | DIAGEO P L C | 2,891 | 330,000 | 0.25% | ||
| 20 | POWERSHARES QQQ TRUST | 3,116 | 322,000 | 0.24% | ||
| 21 | VANGUARD INTL EQUITY INDEX F | 2,167 | 207,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001566968-15-000003, filed 2015.02.03).
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.
