| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | CISCO SYS INC | 88,118 | 2,978,000 | 1.07% | ||
| 102 | GENERAL ELECTRIC CO | 101,996 | 3,039,000 | 1.09% | ||
| 103 | WELLS FARGO & CO NEW | 54,766 | 3,048,000 | 1.09% | ||
| 104 | BLACKSTONE MTG TR INC | 99,708 | 3,087,000 | 1.11% | ||
| 105 | PHILIP MORRIS INTL INC | 28,555 | 3,224,000 | 1.16% | ||
| 106 | AT&T INC | 77,844 | 3,234,000 | 1.16% | ||
| 107 | MICROSOFT CORP | 51,977 | 3,423,000 | 1.23% | ||
| 108 | JOHNSON & JOHNSON | 27,645 | 3,443,000 | 1.23% | ||
| 109 | EXXON MOBIL CORP | 42,333 | 3,472,000 | 1.24% | ||
| 110 | ISHARES TR | 29,059 | 3,996,000 | 1.43% | ||
| 111 | JPMORGAN CHASE & CO | 45,867 | 4,029,000 | 1.44% | ||
| 112 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 76,458 | 4,624,000 | 1.66% | ||
| 113 | DBX ETF TR | 157,316 | 4,655,000 | 1.67% | ||
| 114 | WISDOMTREE TR | 113,491 | 5,745,000 | 2.06% | ||
| 115 | APPLE INC | 46,595 | 6,694,000 | 2.40% | ||
| 116 | ISHARES TR | 38,112 | 9,043,000 | 3.24% | ||
| 117 | SCHWAB SHORT-TERM US TREASURY ETF | 274,658 | 13,859,000 | 4.97% | ||
| 118 | FIRST TR EXCHANGE TRADED FD | 376,215 | 18,204,000 | 6.52% | ||
| 119 | ISHARES TR | 174,837 | 18,969,000 | 6.80% | ||
| 120 | VANGUARD TAX-MANAGED FDS | 771,323 | 30,312,000 | 10.86% | ||
| 121 | VANGUARD INDEX FDS | 351,482 | 42,761,000 | 15.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-001195, filed 2017.05.12).
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.
