| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 197,429 | 12,013,000 | 10.72% | ||
| 2 | VANGUARD WHITEHALL FDS | 153,630 | 11,065,000 | 9.87% | ||
| 3 | SPDR SER TR | 12,717 | 10,614,000 | 9.47% | ||
| 4 | VANGUARD SPECIALIZED FUNDS | 99,823 | 8,340,000 | 7.44% | ||
| 5 | VANGUARD INDEX FDS | 56,535 | 7,318,000 | 6.53% | ||
| 6 | BERKSHIRE HATHAWAY INC DEL | 44,847 | 6,447,000 | 5.75% | ||
| 7 | POWERSHARES ETF TRUST | 125,331 | 5,943,000 | 5.30% | ||
| 8 | VANGUARD INDEX FDS | 44,303 | 5,409,000 | 4.83% | ||
| 9 | VANGUARD SCOTTSDALE FDS | 42,221 | 3,401,000 | 3.03% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 79,051 | 2,974,000 | 2.65% | ||
| 11 | ISHARES TR | 20,662 | 2,563,000 | 2.29% | ||
| 12 | BERKSHIRE HATHAWAY INC DEL | 11 | 2,367,000 | 2.11% | ||
| 13 | POWERSHARES QQQ TRUST | 19,572 | 2,322,000 | 2.07% | ||
| 14 | ISHARES TR | 7,673 | 2,221,000 | 1.98% | ||
| 15 | VANGUARD WORLD FDS | 13,687 | 1,819,000 | 1.62% | ||
| 16 | VANGUARD INDEX FDS | 16,502 | 1,502,000 | 1.34% | ||
| 17 | SELECT SECTOR SPDR TR | 29,461 | 1,407,000 | 1.26% | ||
| 18 | AMAZON COM INC | 1,649 | 1,380,000 | 1.23% | ||
| 19 | VANGUARD INDEX FDS | 13,692 | 1,281,000 | 1.14% | ||
| 20 | SCHWAB US DIVIDEND EQUITY ETF | 29,796 | 1,261,000 | 1.13% | ||
| 21 | WISDOMTREE TR | 26,896 | 1,163,000 | 1.04% | ||
| 22 | ISHARES | 25,398 | 1,045,000 | 0.93% | ||
| 23 | SCHWAB US TIPS ETF | 17,953 | 1,024,000 | 0.91% | ||
| 24 | VANGUARD WORLD FD | 9,902 | 966,000 | 0.86% | ||
| 25 | WISDOMTREE TR | 12,050 | 947,000 | 0.84% | ||
| 26 | ISHARES TR | 26,905 | 816,000 | 0.73% | ||
| 27 | ALPHABET INC | 908 | 706,000 | 0.63% | ||
| 28 | FIDELITY COMWLTH TR | 2,985 | 624,000 | 0.56% | ||
| 29 | VANGUARD GNMA INVESTORCL | 51,630 | 561,000 | 0.50% | ||
| 30 | ISHARES RUSSELL 1000 ETF | 4,501 | 542,000 | 0.48% | ||
| 31 | INTERNATIONAL BUSINESS MACHS | 3,048 | 484,000 | 0.43% | ||
| 32 | JPMORGAN CHASE & CO | 14,839 | 467,000 | 0.42% | ||
| 33 | ISHARES TR | 9,396 | 446,000 | 0.40% | ||
| 34 | ISHARES | 13,020 | 435,000 | 0.39% | ||
| 35 | ISHARES TR | 3,690 | 430,000 | 0.38% | ||
| 36 | DBX ETF TR | 16,260 | 429,000 | 0.38% | ||
| 37 | 3-D SYS CORP DEL | 20,997 | 377,000 | 0.34% | ||
| 38 | ALIBABA GROUP HLDG LTD | 3,393 | 359,000 | 0.32% | ||
| 39 | VANGUARD INDEX FDS | 3,073 | 343,000 | 0.31% | ||
| 40 | LEIDOS HLDGS INC | 7,439 | 322,000 | 0.29% | ||
| 41 | SCHWAB INTERNATIONAL EQUITY ETF | 10,903 | 314,000 | 0.28% | ||
| 42 | PAYPAL HLDGS INC | 7,149 | 293,000 | 0.26% | ||
| 43 | EXXON MOBIL CORP | 3,312 | 288,000 | 0.26% | ||
| 44 | ALPS ETF TR | 21,939 | 278,000 | 0.25% | ||
| 45 | ISHARES MSCI EAFE SMALL CAP IDX FD | 5,247 | 275,000 | 0.25% | ||
| 46 | VANECK VECTORS ETF TR PHARMACEUTICAL ETF | 4,733 | 272,000 | 0.24% | ||
| 47 | ISHARES TR | 4,391 | 259,000 | 0.23% | ||
| 48 | APPLE INC | 2,261 | 256,000 | 0.23% | ||
| 49 | ISHARES TR | 1,169 | 253,000 | 0.23% | ||
| 50 | WISDOMTREE TR | 2,455 | 233,000 | 0.21% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001632549-16-000011, filed 2016.11.10).
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.
