| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 271,607 | 17,769,000 | 9.10% | ||
| 2 | VANGUARD INDEX FDS | 156,091 | 13,266,000 | 6.79% | ||
| 3 | ISHARES TR | 300,921 | 12,922,000 | 6.62% | ||
| 4 | VANGUARD INDEX FDS | 113,723 | 12,191,000 | 6.24% | ||
| 5 | VANGUARD INDEX FDS | 119,376 | 10,634,000 | 5.44% | ||
| 6 | VANGUARD BD INDEX FDS | 120,624 | 10,623,000 | 5.44% | ||
| 7 | VANGUARD INDEX FDS | 76,229 | 7,767,000 | 3.98% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 199,213 | 7,018,000 | 3.59% | ||
| 9 | ISHARES TR | 65,075 | 6,045,000 | 3.10% | ||
| 10 | ISHARES TR | 45,723 | 5,855,000 | 3.00% | ||
| 11 | VANGUARD BD INDEX FDS | 68,987 | 5,592,000 | 2.86% | ||
| 12 | ISHARES TR | 46,686 | 5,443,000 | 2.79% | ||
| 13 | ISHARES TR | 30,129 | 5,095,000 | 2.61% | ||
| 14 | VANGUARD INDEX FDS | 45,492 | 4,791,000 | 2.45% | ||
| 15 | VANGUARD INDEX FDS | 37,952 | 4,692,000 | 2.40% | ||
| 16 | VANGUARD INDEX FDS | 34,798 | 4,311,000 | 2.21% | ||
| 17 | ISHARES TR | 67,887 | 3,789,000 | 1.94% | ||
| 18 | VANGUARD CHARLOTTE FDS | 65,819 | 3,666,000 | 1.88% | ||
| 19 | SELECT SECTOR SPDR TR | 52,154 | 3,559,000 | 1.82% | ||
| 20 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 38,769 | 3,284,000 | 1.68% | ||
| 21 | SPDR GOLD TR | 24,658 | 3,119,000 | 1.60% | ||
| 22 | ISHARES TR | 26,510 | 3,093,000 | 1.58% | ||
| 23 | SELECT SECTOR SPDR TR | 61,310 | 2,841,000 | 1.45% | ||
| 24 | VANGUARD INDEX FDS | 29,312 | 2,810,000 | 1.44% | ||
| 25 | ISHARES TR | 54,102 | 2,807,000 | 1.44% | ||
| 26 | ISHARES TR | 78,218 | 2,688,000 | 1.38% | ||
| 27 | VANGUARD WORLD FDS | 23,065 | 2,363,000 | 1.21% | ||
| 28 | ISHARES TR | 17,813 | 2,081,000 | 1.07% | ||
| 29 | ISHARES TR | 15,022 | 1,929,000 | 0.99% | ||
| 30 | ISHARES TR | 37,444 | 1,837,000 | 0.94% | ||
| 31 | ISHARES RUSSELL 1000 ETF | 12,644 | 1,478,000 | 0.76% | ||
| 32 | VANGUARD INTL EQUITY INDEX F | 32,019 | 1,372,000 | 0.70% | ||
| 33 | VANGUARD INDEX FDS | 11,376 | 1,316,000 | 0.67% | ||
| 34 | ISHARES TR | 10,887 | 1,265,000 | 0.65% | ||
| 35 | ISHARES TR | 14,938 | 1,134,000 | 0.58% | ||
| 36 | ISHARES TR | 10,257 | 960,000 | 0.49% | ||
| 37 | ISHARES TR | 7,873 | 887,000 | 0.45% | ||
| 38 | ISHARES TR | 6,963 | 801,000 | 0.41% | ||
| 39 | VANGUARD MALVERN FDS | 15,089 | 747,000 | 0.38% | ||
| 40 | ISHARES TR | 7,438 | 553,000 | 0.28% | ||
| 41 | VANGUARD SPECIALIZED FUNDS | 6,530 | 544,000 | 0.28% | ||
| 42 | ISHARES RUSSELL 2000 GROWTH ETF | 3,549 | 487,000 | 0.25% | ||
| 43 | STRYKER CORP | 4,000 | 479,000 | 0.25% | ||
| 44 | ISHARES TR | 2,790 | 417,000 | 0.21% | ||
| 45 | PEPSICO INC | 3,836 | 406,000 | 0.21% | ||
| 46 | INTERNATIONAL BUSINESS MACHS | 2,573 | 391,000 | 0.20% | ||
| 47 | ISHARES TR | 4,382 | 339,000 | 0.17% | ||
| 48 | EXXON MOBIL CORP | 3,162 | 296,000 | 0.15% | ||
| 49 | ISHARES GOLD TRUST ISHARES ETF | 21,619 | 276,000 | 0.14% | ||
| 50 | ALTRIA GROUP INC | 3,810 | 263,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000905729-16-000631, filed 2016.08.02).
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.
