| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 91,273 | 18,608,000 | 17.74% | ||
| 2 | ISHARES TR | 148,843 | 14,807,000 | 14.12% | ||
| 3 | ISHARES TR | 577,148 | 14,660,000 | 13.98% | ||
| 4 | ISHARES TR | 280,111 | 7,811,000 | 7.45% | ||
| 5 | ISHARES TR | 73,444 | 7,187,000 | 6.85% | ||
| 6 | ISHARES TR | 53,298 | 5,869,000 | 5.60% | ||
| 7 | ISHARES TR | 62,369 | 5,733,000 | 5.47% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 113,168 | 5,645,000 | 5.38% | ||
| 9 | ISHARES TR | 44,677 | 4,826,000 | 4.60% | ||
| 10 | ISHARES TR | 66,094 | 4,538,000 | 4.33% | ||
| 11 | JPMORGAN CHASE & CO | 30,677 | 2,026,000 | 1.93% | ||
| 12 | SPDR NUVEEN BARLCAYS SOHRT TER | 73,366 | 1,787,000 | 1.70% | ||
| 13 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 25,733 | 1,359,000 | 1.30% | ||
| 14 | ISHARES TR | 11,240 | 1,244,000 | 1.19% | ||
| 15 | SCHWAB U.S. LARGE-CAP VALUE ETF | 20,583 | 874,000 | 0.83% | ||
| 16 | SCHWAB INTERNATIONAL EQUITY ETF | 27,471 | 757,000 | 0.72% | ||
| 17 | JOHNSON & JOHNSON | 6,376 | 655,000 | 0.62% | ||
| 18 | MERCK & CO INC | 12,350 | 652,000 | 0.62% | ||
| 19 | SPDR INDEX SHS FDS | 12,595 | 589,000 | 0.56% | ||
| 20 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 19,435 | 560,000 | 0.53% | ||
| 21 | SCHWAB U.S. BROAD MARKET ETF | 10,507 | 515,000 | 0.49% | ||
| 22 | PUBLIC SVC ENTERPRISE GRP IN | 12,837 | 497,000 | 0.47% | ||
| 23 | SCHWAB U.S. MID-CAP ETF | 10,979 | 440,000 | 0.42% | ||
| 24 | INTERNATIONAL BUSINESS MACHS | 2,107 | 290,000 | 0.28% | ||
| 25 | GENERAL ELECTRIC CO | 9,284 | 289,000 | 0.28% | ||
| 26 | SCHWAB U.S. LARGE-CAP ETF | 5,746 | 279,000 | 0.27% | ||
| 27 | APPLE INC | 2,571 | 271,000 | 0.26% | ||
| 28 | ISHARES RUSSELL 1000 ETF | 2,392 | 271,000 | 0.26% | ||
| 29 | EXXON MOBIL CORP | 3,384 | 264,000 | 0.25% | ||
| 30 | SCHWAB U.S. SMALL-CAP ETF | 4,774 | 249,000 | 0.24% | ||
| 31 | SPDR SER TR | 2,067 | 243,000 | 0.23% | ||
| 32 | AT&T INC | 6,699 | 231,000 | 0.22% | ||
| 33 | HOME DEPOT INC | 1,665 | 220,000 | 0.21% | ||
| 34 | SPDR SERIES TRUST | 2,825 | 215,000 | 0.20% | ||
| 35 | BANK AMER CORP | 12,588 | 212,000 | 0.20% | ||
| 36 | SPDR INDEX SHS FDS | 6,676 | 212,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-002971, filed 2016.02.11).
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.
