| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 473,579 | 38,194,000 | 23.05% | ||
| 2 | SCHWAB INTERNATIONAL EQUITY ETF | 722,445 | 21,579,000 | 13.02% | ||
| 3 | SCHWAB U.S. LARGE-CAP ETF | 338,013 | 19,020,000 | 11.48% | ||
| 4 | VANGUARD INDEX FDS | 152,031 | 18,444,000 | 11.13% | ||
| 5 | VANGUARD SCOTTSDALE FDS | 206,511 | 13,281,000 | 8.02% | ||
| 6 | VANGUARD INDEX FDS | 69,054 | 9,615,000 | 5.80% | ||
| 7 | VANGUARD STAR FDS | 149,845 | 7,444,000 | 4.49% | ||
| 8 | SCHWAB U.S. SMALL-CAP ETF | 98,430 | 6,199,000 | 3.74% | ||
| 9 | VANGUARD INDEX FDS | 38,730 | 5,162,000 | 3.12% | ||
| 10 | VANGUARD TAX-MANAGED FDS | 121,510 | 4,775,000 | 2.88% | ||
| 11 | BARNES GROUP INC COM | 83,764 | 4,300,000 | 2.60% | ||
| 12 | SCHWAB EMERGING MARKETS EQUITY ETF | 132,407 | 3,174,000 | 1.92% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 77,548 | 3,080,000 | 1.86% | ||
| 14 | ISHARES TR | 11,346 | 2,692,000 | 1.62% | ||
| 15 | ISHARES MSCI EAFE SMALL CAP IDX FD | 34,370 | 1,861,000 | 1.12% | ||
| 16 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 46,774 | 1,465,000 | 0.88% | ||
| 17 | SPDR MSCI ACWI EX-US | 35,547 | 1,213,000 | 0.73% | ||
| 18 | ISHARES TR | 4,589 | 786,000 | 0.47% | ||
| 19 | VANGUARD INDEX FDS | 5,532 | 457,000 | 0.28% | ||
| 20 | ISHARES TR | 10,993 | 425,000 | 0.26% | ||
| 21 | ISHARES TR | 3,721 | 423,000 | 0.26% | ||
| 22 | SPDR SERIES TRUST | 11,240 | 415,000 | 0.25% | ||
| 23 | EXCHANGE LISTED FDS TR | 7,724 | 365,000 | 0.22% | ||
| 24 | POWERSHARES QQQ TRUST | 2,430 | 322,000 | 0.19% | ||
| 25 | ISHARES TR | 7,388 | 291,000 | 0.18% | ||
| 26 | VANGUARD WHITEHALL FDS | 3,101 | 241,000 | 0.15% | ||
| 27 | ISHARES TR | 7,364 | 232,000 | 0.14% | ||
| 28 | CHEVRON CORP NEW | 2,117 | 227,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000975, filed 2017.04.14).
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.
