| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 187,396 | 39,447,000 | 23.13% | ||
| 2 | SSGA ACTIVE ETF TR | 656,625 | 32,779,000 | 19.22% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 810,340 | 28,548,000 | 16.74% | ||
| 4 | VANGUARD TAX-MANAGED FDS | 674,527 | 23,851,000 | 13.99% | ||
| 5 | VANGUARD INDEX FDS | 77,846 | 9,005,000 | 5.28% | ||
| 6 | VANGUARD BD INDEX FDS | 85,358 | 7,196,000 | 4.22% | ||
| 7 | WISDOMTREE TR | 145,385 | 5,150,000 | 3.02% | ||
| 8 | VANGUARD SPECIALIZED FUNDS | 60,967 | 5,075,000 | 2.98% | ||
| 9 | DBX ETF TR | 168,770 | 4,143,000 | 2.43% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 86,801 | 4,050,000 | 2.38% | ||
| 11 | POWERSHARES ETF TRUST | 15,815 | 1,432,000 | 0.84% | ||
| 12 | ISHARES INC | 25,732 | 1,077,000 | 0.63% | ||
| 13 | EXXON MOBIL CORP | 11,304 | 1,060,000 | 0.62% | ||
| 14 | VANGUARD INDEX FDS | 8,557 | 872,000 | 0.51% | ||
| 15 | VANECK VECTORS ETF TR | 32,864 | 816,000 | 0.48% | ||
| 16 | VANGUARD INDEX FDS | 8,279 | 734,000 | 0.43% | ||
| 17 | VANGUARD INDEX FDS | 5,984 | 630,000 | 0.37% | ||
| 18 | POWERSHARES ETF TR II | 16,596 | 573,000 | 0.34% | ||
| 19 | VANGUARD INDEX FDS | 4,065 | 504,000 | 0.30% | ||
| 20 | VANGUARD INDEX FDS | 3,170 | 340,000 | 0.20% | ||
| 21 | ISHARES RUSSELL 2000 VALUE ETF | 3,188 | 310,000 | 0.18% | ||
| 22 | VANGUARD INDEX FDS | 3,648 | 310,000 | 0.18% | ||
| 23 | ISHARES TR | 2,983 | 308,000 | 0.18% | ||
| 24 | BOEING CO | 2,162 | 281,000 | 0.16% | ||
| 25 | ISHARES TR | 2,529 | 254,000 | 0.15% | ||
| 26 | VANGUARD BD INDEX FDS | 3,029 | 246,000 | 0.14% | ||
| 27 | VANGUARD WHITEHALL FDS | 3,346 | 239,000 | 0.14% | ||
| 28 | ISHARES RUSSELL 1000 ETF | 2,032 | 238,000 | 0.14% | ||
| 29 | VERIZON COMMUNICATIONS INC | 3,998 | 223,000 | 0.13% | ||
| 30 | EVERSOURCE ENERGY | 3,623 | 217,000 | 0.13% | ||
| 31 | VANGUARD INDEX FDS | 2,299 | 205,000 | 0.12% | ||
| 32 | WISDOMTREE TR | 4,510 | 202,000 | 0.12% | ||
| 33 | PROCTER AND GAMBLE CO | 2,383 | 202,000 | 0.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-16-000693, filed 2016.08.03).
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.
