| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 ETF | 671,207 | 83,538,000 | 37.21% | ||
| 2 | ISHARES TR | 119,816 | 16,157,000 | 7.20% | ||
| 3 | ISHARES TR | 109,481 | 11,844,000 | 5.28% | ||
| 4 | ISHARES GOLD TRUST ISHARES ETF | 959,000 | 10,626,000 | 4.73% | ||
| 5 | ISHARES TR | 166,103 | 9,589,000 | 4.27% | ||
| 6 | ISHARES TR | 91,329 | 9,580,000 | 4.27% | ||
| 7 | ISHARES TR | 85,064 | 9,530,000 | 4.24% | ||
| 8 | VANGUARD WHITEHALL FDS | 120,962 | 9,165,000 | 4.08% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 229,160 | 8,199,000 | 3.65% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 29 | 7,080,000 | 3.15% | ||
| 11 | SPDR GOLD TR | 62,958 | 6,901,000 | 3.07% | ||
| 12 | ISHARES COHEN & STEERS REIT ETF | 64,151 | 6,392,000 | 2.85% | ||
| 13 | VANGUARD TAX-MANAGED FDS | 142,790 | 5,218,000 | 2.32% | ||
| 14 | ISHARES TR | 144,935 | 5,074,000 | 2.26% | ||
| 15 | BERKSHIRE HATHAWAY INC DEL | 27,509 | 4,483,000 | 2.00% | ||
| 16 | VANGUARD INDEX FDS | 34,849 | 2,876,000 | 1.28% | ||
| 17 | ALPHABET INC | 3,576 | 2,834,000 | 1.26% | ||
| 18 | ALPHABET INC | 3,234 | 2,496,000 | 1.11% | ||
| 19 | ISHARES RUSSELL 2000 VALUE ETF | 20,778 | 2,471,000 | 1.10% | ||
| 20 | ISHARES RUSSELL 2000 GROWTH ETF | 15,516 | 2,389,000 | 1.06% | ||
| 21 | SPDR S&P 500 ETF TR | 6,875 | 1,537,000 | 0.68% | ||
| 22 | APPLE INC | 7,526 | 872,000 | 0.39% | ||
| 23 | ISHARES TR | 11,613 | 740,000 | 0.33% | ||
| 24 | ISHARES TR | 14,744 | 697,000 | 0.31% | ||
| 25 | ISHARES TR | 4,200 | 512,000 | 0.23% | ||
| 26 | ISHARES TR | 3,400 | 476,000 | 0.21% | ||
| 27 | VANGUARD INDEX FDS | 4,463 | 415,000 | 0.18% | ||
| 28 | ISHARES TR | 3,205 | 346,000 | 0.15% | ||
| 29 | ISHARES TR | 2,142 | 321,000 | 0.14% | ||
| 30 | SCHWAB EMERGING MARKETS EQUITY ETF | 14,330 | 309,000 | 0.14% | ||
| 31 | POWERSHARES QQQ TRUST | 2,490 | 295,000 | 0.13% | ||
| 32 | ISHARES TR | 11,100 | 290,000 | 0.13% | ||
| 33 | WELLS FARGO & CO NEW | 4,900 | 270,000 | 0.12% | ||
| 34 | SCHWAB U.S. BROAD MARKET ETF | 4,937 | 267,000 | 0.12% | ||
| 35 | ISHARES RUSSELL 3000 ETF | 1,949 | 259,000 | 0.12% | ||
| 36 | VANGUARD INDEX FDS | 2,200 | 245,000 | 0.11% | ||
| 37 | SCHWAB US AGGREGATE BOND ETF | 4,123 | 212,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000144, filed 2017.01.19).
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.
