| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | LILLY ELI & CO | 1,000 | 74,000 | 0.05% | ||
| 102 | PACCAR INC | 1,162 | 74,000 | 0.05% | ||
| 103 | BOSTON PROPERTIES INC | 600 | 75,000 | 0.05% | ||
| 104 | ROYAL DUTCH SHELL PLC | 1,400 | 76,000 | 0.05% | ||
| 105 | NEXTERA ENERGY INC | 672 | 80,000 | 0.05% | ||
| 106 | VANGUARD INTL EQUITY INDEX F | 2,267 | 81,000 | 0.05% | ||
| 107 | AMAZON COM INC | 110 | 82,000 | 0.06% | ||
| 108 | ISHARES RUSSELL 3000 ETF | 640 | 85,000 | 0.06% | ||
| 109 | ISHARES TR | 880 | 86,000 | 0.06% | ||
| 110 | NOVARTIS A G | 1,200 | 87,000 | 0.06% | ||
| 111 | ABBVIE INC | 1,400 | 88,000 | 0.06% | ||
| 112 | Schwab US Large Cap Value | 1,852 | 89,000 | 0.06% | ||
| 113 | LOCKHEED MARTIN CORP | 387 | 97,000 | 0.07% | ||
| 114 | FREEPORT-MCMORAN INC | 7,500 | 99,000 | 0.07% | ||
| 115 | MERCK & CO INC | 1,720 | 101,000 | 0.07% | ||
| 116 | POWERSHARES ETF TRUST | 2,672 | 105,000 | 0.07% | ||
| 117 | NIKE INC | 2,060 | 105,000 | 0.07% | ||
| 118 | FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND | 891 | 106,000 | 0.07% | ||
| 119 | EDWARDS LIFESCIENCES CORP | 1,150 | 108,000 | 0.07% | ||
| 120 | SCHWAB EMERGING MARKETS EQUITY ETF | 5,165 | 111,000 | 0.08% | ||
| 121 | TELEFONICA BRASIL SA | 12,204 | 112,000 | 0.08% | ||
| 122 | FRANKLIN ELEC INC COM | 2,964 | 115,000 | 0.08% | ||
| 123 | CONAGRA BRANDS INC | 3,000 | 119,000 | 0.08% | ||
| 124 | LINCOLN NATL CORP IND | 1,930 | 128,000 | 0.09% | ||
| 125 | BOEING CO | 842 | 131,000 | 0.09% | ||
| 126 | WELLS FARGO & CO NEW | 2,472 | 136,000 | 0.09% | ||
| 127 | VANGUARD WORLD FDS | 1,019 | 137,000 | 0.09% | ||
| 128 | ORACLE CORP | 3,600 | 138,000 | 0.09% | ||
| 129 | ISHARES TR | 1,245 | 139,000 | 0.09% | ||
| 130 | CISCO SYS INC | 4,808 | 145,000 | 0.10% | ||
| 131 | AMGEN INC | 1,000 | 146,000 | 0.10% | ||
| 132 | VISA INC | 2,100 | 164,000 | 0.11% | ||
| 133 | ISHARES TR | 776 | 175,000 | 0.12% | ||
| 134 | NUCOR CORP | 3,000 | 179,000 | 0.12% | ||
| 135 | ISHARES TRUST S&P 100 ETF | 1,878 | 187,000 | 0.13% | ||
| 136 | ISHARES COMMODITY OPTIMIZED TRUST | 2,479 | 191,000 | 0.13% | ||
| 137 | VANGUARD INDEX FDS | 1,600 | 206,000 | 0.14% | ||
| 138 | SCHWAB U.S. LARGE-CAP ETF | 3,686 | 206,000 | 0.14% | ||
| 139 | EXXON MOBIL CORP | 2,556 | 231,000 | 0.16% | ||
| 140 | ISHARES TR | 1,409 | 233,000 | 0.16% | ||
| 141 | BERKSHIRE HATHAWAY INC DEL | 1,486 | 242,000 | 0.16% | ||
| 142 | BANK MARIN BANCORP | 3,647 | 254,000 | 0.17% | ||
| 143 | ALPS ETF TR | 20,680 | 261,000 | 0.18% | ||
| 144 | EMERSON ELEC CO | 4,800 | 268,000 | 0.18% | ||
| 145 | SCHWAB U.S. MID-CAP ETF | 6,102 | 276,000 | 0.19% | ||
| 146 | ISHARES RUSSELL 2000 GROWTH ETF | 1,861 | 286,000 | 0.19% | ||
| 147 | ISHARES TR | 2,075 | 291,000 | 0.20% | ||
| 148 | APPLE INC | 2,510 | 291,000 | 0.20% | ||
| 149 | POWERSHARES ETF TR II | 20,532 | 292,000 | 0.20% | ||
| 150 | INTERNATIONAL BUSINESS MACHS | 1,824 | 303,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001601742-17-000001, filed 2017.02.09).
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.
