| # | % | |||||
|---|---|---|---|---|---|---|
| 351 | SPDR GOLD TR | 32,976 | 3,705,513 | 0.76% | ||
| 352 | INDEXIQ ETF TR | 133,499 | 3,948,908 | 0.81% | ||
| 353 | ISHARES COHEN & STEERS REIT ETF | 45,985 | 4,120,794 | 0.84% | ||
| 354 | VANGUARD TAX-MANAGED FDS | 104,041 | 4,125,233 | 0.84% | ||
| 355 | ISHARES TR | 44,872 | 5,284,243 | 1.08% | ||
| 356 | CVS HEALTH CORP | 50,384 | 5,284,339 | 1.08% | ||
| 357 | ISHARES TR | 41,903 | 5,489,310 | 1.12% | ||
| 358 | DISNEY WALT CO | 48,367 | 5,520,638 | 1.13% | ||
| 359 | ISHARES TR | 44,815 | 5,595,659 | 1.14% | ||
| 360 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 72,077 | 6,400,470 | 1.31% | ||
| 361 | ISHARES TR | 62,159 | 7,193,147 | 1.47% | ||
| 362 | ISHARES TR | 71,595 | 8,022,253 | 1.64% | ||
| 363 | ISHARES TR | 65,835 | 8,490,185 | 1.74% | ||
| 364 | ISHARES TR | 51,448 | 8,720,487 | 1.78% | ||
| 365 | VANGUARD INDEX FDS | 190,605 | 14,236,356 | 2.91% | ||
| 366 | VANGUARD INTL EQUITY INDEX F | 370,571 | 15,148,953 | 3.10% | ||
| 367 | ISHARES TR | 234,618 | 21,634,168 | 4.42% | ||
| 368 | ISHARES TR | 191,699 | 21,826,905 | 4.46% | ||
| 369 | ISHARES TR | 210,428 | 22,164,452 | 4.53% | ||
| 370 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 213,262 | 23,215,740 | 4.75% | ||
| 371 | ISHARES TR | 400,715 | 25,441,438 | 5.20% | ||
| 372 | ISHARES RUSSELL 3000 ETF | 386,348 | 47,899,527 | 9.79% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001624758-15-000004, filed 2015.08.14).
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.
