| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 221,259 | 14,092,000 | 6.89% | ||
| 2 | VANGUARD INDEX FDS | 143,810 | 13,376,000 | 6.54% | ||
| 3 | VANGUARD INDEX FDS | 102,992 | 11,482,000 | 5.61% | ||
| 4 | ISHARES TR | 232,447 | 10,983,000 | 5.37% | ||
| 5 | VANGUARD BD INDEX FDS | 120,531 | 10,013,000 | 4.89% | ||
| 6 | VANGUARD INDEX FDS | 102,697 | 9,981,000 | 4.88% | ||
| 7 | VANGUARD INDEX FDS | 69,371 | 7,330,000 | 3.58% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 204,050 | 7,301,000 | 3.57% | ||
| 9 | VANGUARD INDEX FDS | 51,004 | 6,714,000 | 3.28% | ||
| 10 | VANGUARD CHARLOTTE FDS | 121,840 | 6,615,000 | 3.23% | ||
| 11 | ISHARES TR | 43,343 | 6,294,000 | 3.08% | ||
| 12 | VANGUARD BD INDEX FDS | 74,605 | 5,927,000 | 2.90% | ||
| 13 | ISHARES TR | 57,914 | 5,871,000 | 2.87% | ||
| 14 | ISHARES TR | 43,275 | 5,270,000 | 2.58% | ||
| 15 | ISHARES TR | 28,869 | 5,260,000 | 2.57% | ||
| 16 | VANGUARD INDEX FDS | 39,271 | 4,752,000 | 2.32% | ||
| 17 | ISHARES TR | 85,678 | 4,595,000 | 2.25% | ||
| 18 | VANGUARD TAX-MANAGED FDS | 113,098 | 4,133,000 | 2.02% | ||
| 19 | VANGUARD INDEX FDS | 29,814 | 3,969,000 | 1.94% | ||
| 20 | ISHARES TR | 62,600 | 3,614,000 | 1.77% | ||
| 21 | VANGUARD INDEX FDS | 34,593 | 3,541,000 | 1.73% | ||
| 22 | SELECT SECTOR SPDR TR | 45,128 | 3,399,000 | 1.66% | ||
| 23 | SELECT SECTOR SPDR TR | 65,722 | 3,266,000 | 1.60% | ||
| 24 | SPDR GOLD TR | 28,637 | 3,139,000 | 1.53% | ||
| 25 | ISHARES TR | 26,512 | 3,000,000 | 1.47% | ||
| 26 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 31,741 | 2,747,000 | 1.34% | ||
| 27 | ISHARES TR | 72,159 | 2,526,000 | 1.23% | ||
| 28 | VANGUARD WORLD FDS | 21,183 | 2,382,000 | 1.16% | ||
| 29 | ISHARES TR | 16,126 | 2,258,000 | 1.10% | ||
| 30 | ISHARES TR | 13,757 | 2,064,000 | 1.01% | ||
| 31 | ISHARES TR | 14,918 | 2,052,000 | 1.00% | ||
| 32 | VANGUARD INDEX FDS | 13,870 | 1,789,000 | 0.87% | ||
| 33 | ISHARES RUSSELL 1000 ETF | 12,696 | 1,580,000 | 0.77% | ||
| 34 | FIRST TR EXCH TRADED FD III | 29,564 | 1,553,000 | 0.76% | ||
| 35 | ISHARES TR | 27,798 | 1,524,000 | 0.74% | ||
| 36 | VANGUARD INTL EQUITY INDEX F | 32,469 | 1,435,000 | 0.70% | ||
| 37 | ISHARES TR | 13,707 | 1,140,000 | 0.56% | ||
| 38 | VANGUARD MALVERN FDS | 22,541 | 1,108,000 | 0.54% | ||
| 39 | ISHARES TR | 10,225 | 996,000 | 0.49% | ||
| 40 | ISHARES TR | 6,963 | 939,000 | 0.46% | ||
| 41 | ISHARES TR | 7,774 | 840,000 | 0.41% | ||
| 42 | SELECT SECTOR SPDR TR | 12,392 | 641,000 | 0.31% | ||
| 43 | VANGUARD SPECIALIZED FUNDS | 7,260 | 618,000 | 0.30% | ||
| 44 | ISHARES TR | 22,375 | 584,000 | 0.29% | ||
| 45 | ISHARES TR | 6,965 | 560,000 | 0.27% | ||
| 46 | ISHARES RUSSELL 2000 GROWTH ETF | 3,352 | 516,000 | 0.25% | ||
| 47 | STRYKER CORP | 3,913 | 469,000 | 0.23% | ||
| 48 | INTERNATIONAL BUSINESS MACHS | 2,573 | 427,000 | 0.21% | ||
| 49 | ISHARES TR | 2,528 | 418,000 | 0.20% | ||
| 50 | ISHARES TR | 4,283 | 353,000 | 0.17% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000905729-17-000064, filed 2017.02.10).
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.
