| # | % | |||||
|---|---|---|---|---|---|---|
| 401 | ISHARES TR | 5,723 | 535,000 | 0.59% | ||
| 402 | MARRIOTT INTL INC NEW | 8,219 | 546,000 | 0.61% | ||
| 403 | BERKSHIRE HATHAWAY INC DE CL B NEW | 4,090 | 592,000 | 0.66% | ||
| 404 | PROCTER AND GAMBLE CO | 7,761 | 657,000 | 0.73% | ||
| 405 | PIMCO ETF TR | 7,092 | 686,000 | 0.76% | ||
| 406 | SCHWAB US AGGREGATE BOND ETF | 13,673 | 734,000 | 0.81% | ||
| 407 | 3M CO | 4,319 | 756,000 | 0.84% | ||
| 408 | APPLE COMPUTER INC | 8,193 | 783,000 | 0.87% | ||
| 409 | NIKE INC | 15,126 | 834,000 | 0.93% | ||
| 410 | INTERNATIONAL BUSINESS MACHS | 5,688 | 863,000 | 0.96% | ||
| 411 | PIMCO ETF TR | 8,900 | 955,000 | 1.06% | ||
| 412 | GENERAL ELECTRIC CO | 30,946 | 974,000 | 1.08% | ||
| 413 | EXXON MOBIL CORP | 13,815 | 1,295,000 | 1.44% | ||
| 414 | ISHARES TR | 36,912 | 1,477,000 | 1.64% | ||
| 415 | JOHNSON & JOHNSON | 12,483 | 1,514,000 | 1.68% | ||
| 416 | UNITEDHEALTH GROUP INC | 20,572 | 2,904,000 | 3.22% | ||
| 417 | VANGUARD CHARLOTTE FDS | 57,084 | 3,179,000 | 3.53% | ||
| 418 | SCHWAB U.S. SMALL-CAP ETF | 129,310 | 6,986,000 | 7.75% | ||
| 419 | ISHARES INC | 294,482 | 7,211,000 | 8.00% | ||
| 420 | VANGUARD INTL EQUITY INDEX F | 360,003 | 12,682,000 | 14.07% | ||
| 421 | SPDR S&P 500 ETF TR | 91,468 | 19,160,000 | 21.26% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001612041-16-000013, filed 2016.07.22).
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.
