| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | CATERPILLAR INC | 6,987 | 530,000 | 0.17% | ||
| 52 | NIKE INC | 9,832 | 543,000 | 0.18% | ||
| 53 | PEPSICO INC | 5,139 | 544,000 | 0.18% | ||
| 54 | PHILIP MORRIS INTL INC | 5,379 | 547,000 | 0.18% | ||
| 55 | HP INC | 45,275 | 568,000 | 0.18% | ||
| 56 | AGILENT TECHNOLOGIES INC | 12,802 | 568,000 | 0.18% | ||
| 57 | TESLA INC | 2,708 | 575,000 | 0.19% | ||
| 58 | ISHARES RUSSELL 2000 VALUE ETF | 6,287 | 612,000 | 0.20% | ||
| 59 | BOEING CO | 4,824 | 627,000 | 0.20% | ||
| 60 | ISHARES TR | 18,560 | 638,000 | 0.21% | ||
| 61 | SCHWAB US TIPS ETF | 11,743 | 663,000 | 0.21% | ||
| 62 | ALPHABET INC | 989 | 684,000 | 0.22% | ||
| 63 | SCHWAB U.S. LARGE-CAP VALUE ETF | 15,377 | 689,000 | 0.22% | ||
| 64 | EXXON MOBIL CORP | 7,782 | 729,000 | 0.24% | ||
| 65 | INTEL CORP | 24,439 | 802,000 | 0.26% | ||
| 66 | ALPHABET INC | 1,194 | 840,000 | 0.27% | ||
| 67 | ISHARES INC | 20,438 | 855,000 | 0.28% | ||
| 68 | VANGUARD MORTG-BACK SEC ETF | 16,173 | 871,000 | 0.28% | ||
| 69 | HEWLETT PACKARD ENTERPRISE C | 47,875 | 875,000 | 0.28% | ||
| 70 | VANGUARD MALVERN FDS | 18,000 | 891,000 | 0.29% | ||
| 71 | POWERSHARES QQQ TRUST | 9,507 | 1,022,000 | 0.33% | ||
| 72 | BERKSHIRE HATHAWAY INC DEL | 7,161 | 1,037,000 | 0.34% | ||
| 73 | SPDR SERIES TRUST | 18,926 | 1,082,000 | 0.35% | ||
| 74 | ISHARES RUSSELL 2000 GROWTH ETF | 8,426 | 1,156,000 | 0.37% | ||
| 75 | ISHARES TR | 9,844 | 1,201,000 | 0.39% | ||
| 76 | ISHARES TR | 23,066 | 1,288,000 | 0.42% | ||
| 77 | AMAZON COM INC | 1,824 | 1,305,000 | 0.42% | ||
| 78 | STARBUCKS CORP | 25,110 | 1,434,000 | 0.46% | ||
| 79 | VANGUARD INTL EQUITY INDEX F | 36,437 | 1,561,000 | 0.51% | ||
| 80 | APPLE INC | 17,432 | 1,667,000 | 0.54% | ||
| 81 | ISHARES TR | 16,446 | 1,698,000 | 0.55% | ||
| 82 | VANGUARD INDEX FDS | 18,181 | 1,743,000 | 0.56% | ||
| 83 | ISHARES TR | 22,059 | 1,817,000 | 0.59% | ||
| 84 | ISHARES TR | 17,779 | 2,002,000 | 0.65% | ||
| 85 | SCHWAB INTERNATIONAL EQUITY ETF | 94,279 | 2,556,000 | 0.83% | ||
| 86 | ISHARES TR | 25,718 | 2,561,000 | 0.83% | ||
| 87 | MICROSOFT CORP | 52,222 | 2,672,000 | 0.87% | ||
| 88 | VANGUARD WHITEHALL FDS INC | 36,056 | 2,895,000 | 0.94% | ||
| 89 | ISHARES TR | 30,655 | 3,077,000 | 1.00% | ||
| 90 | VANGUARD INDEX FDS | 37,170 | 4,605,000 | 1.49% | ||
| 91 | SCHWAB EMERGING MARKETS EQUITY ETF | 229,155 | 4,879,000 | 1.58% | ||
| 92 | ISHARES TR | 40,860 | 5,015,000 | 1.62% | ||
| 93 | ISHARES TR | 45,959 | 5,236,000 | 1.70% | ||
| 94 | VANGUARD CHARLOTTE FDS | 96,018 | 5,348,000 | 1.73% | ||
| 95 | VANGUARD INDEX FDS | 51,418 | 5,415,000 | 1.75% | ||
| 96 | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 245,872 | 6,080,000 | 1.97% | ||
| 97 | VANGUARD INDEX FDS | 63,051 | 7,294,000 | 2.36% | ||
| 98 | VANGUARD INDEX FDS | 71,986 | 7,714,000 | 2.50% | ||
| 99 | VANGUARD SCOTTSDALE FDS | 97,780 | 8,743,000 | 2.83% | ||
| 100 | VANGUARD TAX-MANAGED FDS | 254,512 | 9,000,000 | 2.91% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001616328-16-000007, filed 2016.08.12).
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.
