| # | % | |||||
|---|---|---|---|---|---|---|
| 401 | GENERAL ELECTRIC CO | 30,761 | 911,000 | 0.97% | ||
| 402 | PIMCO ETF TR | 8,946 | 965,000 | 1.03% | ||
| 403 | EXXON MOBIL CORP | 13,315 | 1,162,000 | 1.24% | ||
| 404 | APPLE COMPUTER INC | 10,293 | 1,163,000 | 1.24% | ||
| 405 | SPDR SSGA GLOBAL ALLOCATION ETF | 40,502 | 1,375,000 | 1.47% | ||
| 406 | JOHNSON & JOHNSON | 12,383 | 1,462,000 | 1.56% | ||
| 407 | ISHARES TR | 36,918 | 1,519,000 | 1.62% | ||
| 408 | ISHARES TR | 367,523 | 2,484,000 | 2.65% | ||
| 409 | UNITEDHEALTH GROUP INC | 20,572 | 2,880,000 | 3.08% | ||
| 410 | SCHWAB U.S. SMALL-CAP ETF | 127,444 | 7,334,000 | 7.83% | ||
| 411 | ISHARES INC | 299,305 | 7,686,000 | 8.21% | ||
| 412 | VANGUARD INTL EQUITY INDEX F | 359,590 | 13,531,000 | 14.45% | ||
| 413 | SPDR S&P 500 ETF TR | 89,407 | 19,338,000 | 20.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001612041-16-000014, filed 2016.10.26).
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.
