| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXXON MOBIL CORP | 2,722 | 202,000 | 0.15% | ||
| 2 | CLOROX CO DEL | 1,757 | 203,000 | 0.15% | ||
| 3 | SPDR SERIES TRUST | 4,202 | 219,000 | 0.16% | ||
| 4 | PROCTER AND GAMBLE CO | 3,054 | 220,000 | 0.16% | ||
| 5 | ISHARES RUSSELL 3000 ETF | 2,759 | 314,000 | 0.23% | ||
| 6 | SPDR SERIES TRUST | 6,481 | 337,000 | 0.25% | ||
| 7 | APPLE INC | 3,214 | 354,000 | 0.26% | ||
| 8 | ISHARES MSCI UNITED KINGDOM SMALL CAP ETF | 9,443 | 373,000 | 0.28% | ||
| 9 | ISHARES TR | 4,854 | 408,000 | 0.30% | ||
| 10 | ISHARES TR MSCI UTD KNGDM | 33,141 | 543,000 | 0.40% | ||
| 11 | VANGUARD SPECIALIZED FUNDS | 7,474 | 551,000 | 0.41% | ||
| 12 | WORKDAY INC | 10,900 | 751,000 | 0.56% | ||
| 13 | WISDOMTREE TR | 25,988 | 1,434,000 | 1.06% | ||
| 14 | WISDOMTREE TR | 60,360 | 2,021,000 | 1.50% | ||
| 15 | ISHARES MSCI EAFE SMALL CAP IDX FD | 48,144 | 2,300,000 | 1.70% | ||
| 16 | ISHARES TR | 84,629 | 2,774,000 | 2.06% | ||
| 17 | ISHARES TR | 23,713 | 2,956,000 | 2.19% | ||
| 18 | ISHARES TR | 48,586 | 3,389,000 | 2.51% | ||
| 19 | ISHARES TR | 33,111 | 3,886,000 | 2.88% | ||
| 20 | Spdr Ser Tr Nuveen Barcl | 197,228 | 4,804,000 | 3.56% | ||
| 21 | ISHARES TR | 45,986 | 5,041,000 | 3.74% | ||
| 22 | VANGUARD SCOTTSDALE FDS | 78,448 | 6,253,000 | 4.64% | ||
| 23 | ISHARES RUSSELL 2000 VALUE ETF | 74,336 | 6,698,000 | 4.97% | ||
| 24 | ISHARES TR | 66,727 | 7,287,000 | 5.40% | ||
| 25 | ISHARES TR | 222,214 | 10,286,000 | 7.62% | ||
| 26 | ISHARES TR | 185,836 | 10,652,000 | 7.90% | ||
| 27 | ISHARES TR | 102,781 | 11,263,000 | 8.35% | ||
| 28 | PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND | 227,695 | 11,742,000 | 8.70% | ||
| 29 | ISHARES TR | 201,586 | 18,804,000 | 13.94% | ||
| 30 | ISHARES RUSSELL 1000 ETF | 175,950 | 18,835,000 | 13.96% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-15-005320, filed 2015.10.07).
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.
