| # | % | |||||
|---|---|---|---|---|---|---|
| 351 | CATERPILLAR INC | 2,504 | 232,000 | 0.21% | ||
| 352 | Berkshire Hathaway Class A 1/100 | 100 | 244,000 | 0.22% | ||
| 353 | CHEVRON CORP NEW | 2,088 | 246,000 | 0.22% | ||
| 354 | ABBVIE INC | 4,015 | 251,000 | 0.22% | ||
| 355 | ISHARES TR | 4,000 | 255,000 | 0.23% | ||
| 356 | WELLS FARGO & CO NEW | 4,634 | 255,000 | 0.23% | ||
| 357 | STATE STR CORP | 3,600 | 280,000 | 0.25% | ||
| 358 | AMGEN INC | 1,983 | 290,000 | 0.26% | ||
| 359 | COCA COLA CO | 7,049 | 292,000 | 0.26% | ||
| 360 | SPDR S&P MIDCAP 400 ETF TR | 1,054 | 318,000 | 0.28% | ||
| 361 | LILLY ELI & CO | 4,330 | 318,000 | 0.28% | ||
| 362 | VANGUARD CHARLOTTE FDS | 57,175 | 320,000 | 0.29% | ||
| 363 | ISHARES TR | 6,350 | 326,000 | 0.29% | ||
| 364 | BRISTOL MYERS SQUIBB CO | 5,601 | 327,000 | 0.29% | ||
| 365 | ISHARES TR | 7,910 | 339,000 | 0.30% | ||
| 366 | DISNEY WALT CO | 3,357 | 350,000 | 0.31% | ||
| 367 | CSX CORP | 9,772 | 351,000 | 0.31% | ||
| 368 | AT&T INC | 8,336 | 355,000 | 0.32% | ||
| 369 | BB&T CORP | 7,943 | 374,000 | 0.33% | ||
| 370 | JPMORGAN CHASE & CO | 4,470 | 386,000 | 0.34% | ||
| 371 | VERIZON COMMUNICATIONS INC | 7,342 | 392,000 | 0.35% | ||
| 372 | SCHWAB SHORT-TERM US TREASURY ETF | 8,409 | 424,000 | 0.38% | ||
| 373 | SPDR SER TR | 4,804 | 451,000 | 0.40% | ||
| 374 | MICROSOFT CORP | 7,297 | 453,000 | 0.40% | ||
| 375 | PFIZER INC | 14,182 | 461,000 | 0.41% | ||
| 376 | AMAZON COM INC | 626 | 469,000 | 0.42% | ||
| 377 | ISHARES TR | 4,823 | 470,000 | 0.42% | ||
| 378 | SCHWAB EMERGING MARKETS EQUITY ETF | 23,102 | 498,000 | 0.44% | ||
| 379 | SPDR SSGA MULTI-ASSET REAL RETURN ETF | 21,199 | 517,000 | 0.46% | ||
| 380 | WGL HLDGS INC COM | 6,913 | 527,000 | 0.47% | ||
| 381 | VANGUARD INDEX FDS | 4,340 | 530,000 | 0.47% | ||
| 382 | GUGGENHEIM FRONTIER MARKETS ETF | 47,820 | 553,000 | 0.49% | ||
| 383 | UNION PAC CORP | 5,384 | 558,000 | 0.50% | ||
| 384 | US BANCORP DEL | 12,673 | 651,000 | 0.58% | ||
| 385 | PROCTER AND GAMBLE CO | 7,811 | 657,000 | 0.59% | ||
| 386 | MARRIOTT INTL INC NEW | 7,999 | 661,000 | 0.59% | ||
| 387 | BERKSHIRE HATHAWAY INC DEL | 4,140 | 675,000 | 0.60% | ||
| 388 | SCHWAB US AGGREGATE BOND ETF | 13,436 | 692,000 | 0.62% | ||
| 389 | GENERAL ELECTRIC CO | 22,021 | 696,000 | 0.62% | ||
| 390 | 3M CO | 3,902 | 697,000 | 0.62% | ||
| 391 | NIKE INC | 15,037 | 764,000 | 0.68% | ||
| 392 | SPDR MSCI ACWI EX-US | 28,182 | 887,000 | 0.79% | ||
| 393 | PIMCO ETF TR | 9,125 | 911,000 | 0.81% | ||
| 394 | INTERNATIONAL BUSINESS MACHS | 5,645 | 937,000 | 0.84% | ||
| 395 | PIMCO ETF TR | 8,997 | 937,000 | 0.84% | ||
| 396 | APPLE INC | 9,512 | 1,102,000 | 0.98% | ||
| 397 | EXXON MOBIL CORP | 12,875 | 1,162,000 | 1.04% | ||
| 398 | SPDR SSGA GLOBAL ALLOCATION ETF | 40,508 | 1,338,000 | 1.19% | ||
| 399 | ISHARES U S ETF TR | 27,600 | 1,385,000 | 1.24% | ||
| 400 | JOHNSON & JOHNSON | 12,415 | 1,430,000 | 1.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001612041-17-000002, filed 2017.01.31).
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.
