| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | APPLE INC | 15,084 | 1,747,000 | 0.93% | ||
| 52 | WISDOMTREE TR | 23,964 | 1,915,000 | 1.02% | ||
| 53 | SCHWAB U.S. LARGE-CAP ETF | 36,575 | 1,948,000 | 1.04% | ||
| 54 | VANGUARD INTL EQUITY INDEX F | 44,297 | 1,957,000 | 1.04% | ||
| 55 | WISDOMTREE TR | 35,913 | 2,061,000 | 1.10% | ||
| 56 | EATON VANCE FLTING RATE INC | 138,739 | 2,067,000 | 1.10% | ||
| 57 | ASTORIA FINL CORPORATION | 116,098 | 2,165,000 | 1.16% | ||
| 58 | JPMORGAN CHASE & CO | 33,711 | 2,909,000 | 1.55% | ||
| 59 | PROCTER AND GAMBLE CO | 46,028 | 3,870,000 | 2.07% | ||
| 60 | AMETEK INC NEW | 85,185 | 4,140,000 | 2.21% | ||
| 61 | ISHARES TR | 76,400 | 4,197,000 | 2.24% | ||
| 62 | SELECT SECTOR SPDR TR | 189,794 | 4,413,000 | 2.36% | ||
| 63 | ISHARES TR | 150,941 | 8,714,000 | 4.65% | ||
| 64 | GOLDMAN SACHS GROUP INC | 44,895 | 10,750,000 | 5.74% | ||
| 65 | SCHWAB U.S. BROAD MARKET ETF | 453,175 | 24,553,000 | 13.10% | ||
| 66 | VANGUARD INDEX FDS | 281,380 | 32,448,000 | 17.32% | ||
| 67 | SPDR S&P 500 ETF TR | 236,594 | 52,886,000 | 28.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001578242-17-000003, 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.
