| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERICAN EXPRESS CO | 2,729 | 213,000 | 0.09% | ||
| 2 | CONOCOPHILLIPS | 3,535 | 220,000 | 0.09% | ||
| 3 | Medtronic Inc | 2,864 | 223,000 | 0.09% | ||
| 4 | 3M CO | 1,405 | 232,000 | 0.10% | ||
| 5 | SPDR S&P 500 ETF TR | 1,127 | 233,000 | 0.10% | ||
| 6 | PHILLIPS 66 | 2,971 | 234,000 | 0.10% | ||
| 7 | SCHWAB U.S. LARGE-CAP ETF | 4,936 | 245,000 | 0.10% | ||
| 8 | VANGUARD WORLD FDS | 4,992 | 246,000 | 0.10% | ||
| 9 | STRYKER CORP | 2,705 | 250,000 | 0.10% | ||
| 10 | XILINX INC | 5,990 | 253,000 | 0.10% | ||
| 11 | UNION PAC CORP | 2,352 | 255,000 | 0.10% | ||
| 12 | BRISTOL MYERS SQUIBB CO | 3,965 | 256,000 | 0.11% | ||
| 13 | BOEING CO | 1,765 | 265,000 | 0.11% | ||
| 14 | DISNEY WALT CO | 2,570 | 270,000 | 0.11% | ||
| 15 | SCHWAB EMERGING MARKETS EQUITY ETF | 11,729 | 286,000 | 0.12% | ||
| 16 | TWITTER INC | 5,941 | 298,000 | 0.12% | ||
| 17 | QUALCOMM INC | 4,311 | 299,000 | 0.12% | ||
| 18 | Auto Data Processing | 3,531 | 302,000 | 0.12% | ||
| 19 | WALGREENS BOOTS ALLIANCE INC | 3,568 | 302,000 | 0.12% | ||
| 20 | MERCK & CO INC | 5,486 | 315,000 | 0.13% | ||
| 21 | SCHWAB CHARLES CORP | 10,728 | 327,000 | 0.13% | ||
| 22 | AMGEN INC | 2,056 | 329,000 | 0.14% | ||
| 23 | AMAZON COM INC | 947 | 352,000 | 0.14% | ||
| 24 | VERIZON COMMUNICATIONS INC | 7,379 | 359,000 | 0.15% | ||
| 25 | MCDONALDS CORP | 3,744 | 365,000 | 0.15% | ||
| 26 | INTERNATIONAL BUSINESS MACHS | 2,370 | 380,000 | 0.16% | ||
| 27 | PEPSICO INC | 4,571 | 437,000 | 0.18% | ||
| 28 | KINDER MORGAN INC DEL | 11,162 | 469,000 | 0.19% | ||
| 29 | SCHWAB U.S. SMALL-CAP ETF | 8,235 | 474,000 | 0.19% | ||
| 30 | PFIZER INC | 14,311 | 498,000 | 0.20% | ||
| 31 | SCHWAB US DIVIDEND EQUITY ETF | 13,281 | 523,000 | 0.21% | ||
| 32 | CISCO SYS INC | 19,267 | 530,000 | 0.22% | ||
| 33 | CLAYMORE EXCHANGE TRD FD TR | 21,428 | 670,000 | 0.27% | ||
| 34 | MCKESSON CORP | 3,050 | 690,000 | 0.28% | ||
| 35 | PROCTER AND GAMBLE CO | 8,591 | 704,000 | 0.29% | ||
| 36 | MICROSOFT CORP | 18,716 | 761,000 | 0.31% | ||
| 37 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 14,233 | 767,000 | 0.31% | ||
| 38 | AT&T INC | 25,128 | 820,000 | 0.34% | ||
| 39 | JOHNSON & JOHNSON | 8,597 | 865,000 | 0.36% | ||
| 40 | PIMCO ETF TR | 8,797 | 890,000 | 0.37% | ||
| 41 | SCHWAB U.S. MID-CAP ETF | 20,726 | 894,000 | 0.37% | ||
| 42 | UNITED TECHNOLOGIES CORP | 8,162 | 957,000 | 0.39% | ||
| 43 | NORTHROP GRUMMAN CORP | 6,420 | 1,033,000 | 0.42% | ||
| 44 | FACEBOOK INC | 43,282 | 1,074,000 | 0.44% | ||
| 45 | VANGUARD SPECIALIZED FUNDS | 14,525 | 1,169,000 | 0.48% | ||
| 46 | EXXON MOBIL CORP | 18,684 | 1,536,000 | 0.63% | ||
| 47 | CHEVRON CORP NEW | 15,819 | 1,661,000 | 0.68% | ||
| 48 | COCA COLA CO | 26,402 | 1,971,000 | 0.81% | ||
| 49 | ISHARES TR | 17,656 | 2,196,000 | 0.90% | ||
| 50 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 79,269 | 2,391,000 | 0.98% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001628896-15-000002, filed 2015.05.15).
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.
