| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | SCHWAB U.S. LARGE-CAP ETF | 158,275 | 7,846,000 | 1.43% | ||
| 202 | DISNEY WALT CO | 74,905 | 7,857,000 | 1.43% | ||
| 203 | PEPSICO INC | 83,925 | 8,025,000 | 1.46% | ||
| 204 | GENERAL ELECTRIC CO | 338,775 | 8,405,000 | 1.53% | ||
| 205 | VANGUARD INDEX FDS | 82,242 | 8,603,000 | 1.57% | ||
| 206 | VANGUARD INDEX FDS | 81,858 | 8,842,000 | 1.61% | ||
| 207 | WISDOMTREE TR | 126,304 | 9,104,000 | 1.66% | ||
| 208 | JOHNSON & JOHNSON | 93,145 | 9,370,000 | 1.71% | ||
| 209 | VANGUARD INDEX FDS | 114,084 | 10,485,000 | 1.91% | ||
| 210 | APPLE INC | 100,813 | 12,544,000 | 2.29% | ||
| 211 | SCHWAB U.S. SMALL-CAP ETF | 231,610 | 13,336,000 | 2.43% | ||
| 212 | WISDOMTREE TR | 179,077 | 15,133,000 | 2.76% | ||
| 213 | SCHWAB U.S. MID-CAP ETF | 942,946 | 40,688,000 | 7.42% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001587836-15-000005, filed 2015.05.14).
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.
