| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES 7-10 YEAR TREASURY BOND ETF | 379,708 | 41,899,000 | 35.55% | ||
| 2 | ISHARES TR | 141,329 | 18,455,000 | 15.66% | ||
| 3 | ISHARES TR | 141,967 | 14,157,000 | 12.01% | ||
| 4 | ISHARES TR | 578,079 | 13,786,000 | 11.70% | ||
| 5 | SPDR GOLD TR | 71,886 | 8,458,000 | 7.18% | ||
| 6 | ISHARES TR | 72,170 | 7,129,000 | 6.05% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 109,549 | 5,313,000 | 4.51% | ||
| 8 | JPMORGAN CHASE & CO | 30,677 | 1,817,000 | 1.54% | ||
| 9 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 23,530 | 1,232,000 | 1.05% | ||
| 10 | JOHNSON & JOHNSON | 6,376 | 690,000 | 0.59% | ||
| 11 | MERCK & CO INC | 12,350 | 653,000 | 0.55% | ||
| 12 | SCHWAB U.S. LARGE-CAP VALUE ETF | 14,901 | 638,000 | 0.54% | ||
| 13 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 11,084 | 609,000 | 0.52% | ||
| 14 | PUBLIC SVC ENTERPRISE GRP IN | 12,837 | 605,000 | 0.51% | ||
| 15 | COLGATE PALMOLIVE CO | 7,481 | 526,000 | 0.45% | ||
| 16 | INTERNATIONAL BUSINESS MACHS | 2,108 | 320,000 | 0.27% | ||
| 17 | GENERAL ELECTRIC CO | 9,066 | 288,000 | 0.24% | ||
| 18 | EXXON MOBIL CORP | 3,384 | 283,000 | 0.24% | ||
| 19 | APPLE INC | 2,557 | 278,000 | 0.24% | ||
| 20 | AT&T INC | 6,699 | 263,000 | 0.22% | ||
| 21 | SCHWAB U.S. BROAD MARKET ETF | 4,752 | 234,000 | 0.20% | ||
| 22 | HOME DEPOT INC | 1,665 | 222,000 | 0.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003643, filed 2016.05.10).
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.
