| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF | 641,339 | 77,256,000 | 35.24% | ||
| 2 | ISHARES TR | 119,579 | 14,853,000 | 6.77% | ||
| 3 | ISHARES TR | 110,619 | 12,472,000 | 5.69% | ||
| 4 | ISHARES GOLD TRUST ISHARES ETF | 920,053 | 11,675,000 | 5.33% | ||
| 5 | ISHARES TR | 186,583 | 11,033,000 | 5.03% | ||
| 6 | ISHARES TR | 92,094 | 9,593,000 | 4.38% | ||
| 7 | ISHARES TR | 86,224 | 9,107,000 | 4.15% | ||
| 8 | VANGUARD WHITEHALL FDS | 121,470 | 8,763,000 | 4.00% | ||
| 9 | ISHARES TR | 209,061 | 7,829,000 | 3.57% | ||
| 10 | SPDR GOLD TR | 62,138 | 7,807,000 | 3.56% | ||
| 11 | ISHARES COHEN & STEERS REIT ETF | 66,736 | 7,001,000 | 3.19% | ||
| 12 | BERKSHIRE HATHAWAY INC DEL | 29 | 6,270,000 | 2.86% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 163,881 | 6,167,000 | 2.81% | ||
| 14 | SPDR S&P 500 ETF TR | 19,742 | 4,270,000 | 1.95% | ||
| 15 | VANGUARD TAX-MANAGED FDS | 109,555 | 4,098,000 | 1.87% | ||
| 16 | BERKSHIRE HATHAWAY INC DEL | 27,509 | 3,974,000 | 1.81% | ||
| 17 | ALPHABET INC | 3,576 | 2,875,000 | 1.31% | ||
| 18 | VANGUARD INDEX FDS | 32,229 | 2,796,000 | 1.28% | ||
| 19 | ALPHABET INC | 3,234 | 2,514,000 | 1.15% | ||
| 20 | ISHARES RUSSELL 2000 GROWTH ETF | 15,516 | 2,310,000 | 1.05% | ||
| 21 | ISHARES RUSSELL 2000 VALUE ETF | 20,860 | 2,185,000 | 1.00% | ||
| 22 | APPLE INC | 7,526 | 851,000 | 0.39% | ||
| 23 | ISHARES TR | 11,740 | 803,000 | 0.37% | ||
| 24 | ISHARES TR | 14,910 | 688,000 | 0.31% | ||
| 25 | ISHARES TR | 3,205 | 360,000 | 0.16% | ||
| 26 | SCHWAB EMERGING MARKETS EQUITY ETF | 14,023 | 323,000 | 0.15% | ||
| 27 | WELLS FARGO & CO NEW | 6,900 | 306,000 | 0.14% | ||
| 28 | POWERSHARES QQQ TRUST | 2,490 | 296,000 | 0.14% | ||
| 29 | ISHARES TR | 11,700 | 290,000 | 0.13% | ||
| 30 | ISHARES RUSSELL 3000 ETF | 2,044 | 262,000 | 0.12% | ||
| 31 | SCHWAB U.S. BROAD MARKET ETF | 4,221 | 221,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004506, filed 2016.10.18).
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.
