| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF | 658,234 | 76,941,000 | 35.51% | ||
| 2 | ISHARES TR | 121,997 | 14,027,000 | 6.47% | ||
| 3 | ISHARES TR | 111,440 | 12,696,000 | 5.86% | ||
| 4 | ISHARES GOLD TRUST ISHARES ETF | 921,250 | 11,755,000 | 5.42% | ||
| 5 | ISHARES TR | 188,155 | 10,503,000 | 4.85% | ||
| 6 | ISHARES TR | 96,254 | 9,660,000 | 4.46% | ||
| 7 | ISHARES TR | 88,594 | 9,146,000 | 4.22% | ||
| 8 | VANGUARD WHITEHALL FDS | 124,852 | 8,922,000 | 4.12% | ||
| 9 | SPDR GOLD TR | 61,429 | 7,769,000 | 3.59% | ||
| 10 | ISHARES TR | 211,639 | 7,272,000 | 3.36% | ||
| 11 | ISHARES COHEN & STEERS REIT ETF | 65,193 | 7,054,000 | 3.26% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 180,720 | 6,367,000 | 2.94% | ||
| 13 | BERKSHIRE HATHAWAY INC DEL | 29 | 6,292,000 | 2.90% | ||
| 14 | SPDR S&P 500 ETF TR | 20,157 | 4,222,000 | 1.95% | ||
| 15 | BERKSHIRE HATHAWAY INC DEL | 27,509 | 3,983,000 | 1.84% | ||
| 16 | VANGUARD TAX-MANAGED FDS | 109,555 | 3,874,000 | 1.79% | ||
| 17 | VANGUARD INDEX FDS | 32,229 | 2,858,000 | 1.32% | ||
| 18 | ALPHABET INC | 3,576 | 2,516,000 | 1.16% | ||
| 19 | ALPHABET INC | 3,234 | 2,238,000 | 1.03% | ||
| 20 | ISHARES RUSSELL 2000 GROWTH ETF | 15,590 | 2,139,000 | 0.99% | ||
| 21 | ISHARES RUSSELL 2000 VALUE ETF | 20,860 | 2,029,000 | 0.94% | ||
| 22 | ISHARES TR | 11,740 | 768,000 | 0.35% | ||
| 23 | APPLE INC | 7,601 | 727,000 | 0.34% | ||
| 24 | ISHARES TR | 14,910 | 640,000 | 0.30% | ||
| 25 | WELLS FARGO & CO NEW | 6,900 | 327,000 | 0.15% | ||
| 26 | AMAZON COM INC | 451 | 323,000 | 0.15% | ||
| 27 | ISHARES TR | 2,805 | 316,000 | 0.15% | ||
| 28 | SCHWAB EMERGING MARKETS EQUITY ETF | 14,001 | 298,000 | 0.14% | ||
| 29 | ISHARES TR | 11,700 | 281,000 | 0.13% | ||
| 30 | ISHARES RUSSELL 3000 ETF | 2,264 | 281,000 | 0.13% | ||
| 31 | POWERSHARES QQQ TRUST | 2,490 | 268,000 | 0.12% | ||
| 32 | SCHWAB U.S. BROAD MARKET ETF | 4,009 | 202,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004009, filed 2016.07.21).
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.
