| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 216,378 | 23,382,000 | 18.39% | ||
| 2 | VANGUARD INDEX FDS | 198,134 | 22,849,000 | 17.98% | ||
| 3 | ISHARES RUSSELL 1000 ETF | 107,148 | 13,336,000 | 10.49% | ||
| 4 | VANGUARD TAX-MANAGED FDS | 296,737 | 10,843,000 | 8.53% | ||
| 5 | ISHARES TR | 103,425 | 10,485,000 | 8.25% | ||
| 6 | VANGUARD SCOTTSDALE FDS | 128,657 | 10,212,000 | 8.03% | ||
| 7 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 73,743 | 7,978,000 | 6.28% | ||
| 8 | ISHARES TR | 49,386 | 7,171,000 | 5.64% | ||
| 9 | VANGUARD WORLD FD | 64,311 | 5,602,000 | 4.41% | ||
| 10 | ISHARES TR | 67,628 | 3,469,000 | 2.73% | ||
| 11 | VANGUARD BD INDEX FDS | 35,341 | 2,855,000 | 2.25% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 69,062 | 2,471,000 | 1.94% | ||
| 13 | ISHARES TR | 29,416 | 1,485,000 | 1.17% | ||
| 14 | ISHARES RUSSELL 3000 ETF | 10,472 | 1,393,000 | 1.10% | ||
| 15 | ISHARES TR | 20,359 | 1,092,000 | 0.86% | ||
| 16 | ISHARES TR | 8,699 | 1,059,000 | 0.83% | ||
| 17 | ISHARES INC | 13,982 | 594,000 | 0.47% | ||
| 18 | NORTHROP GRUMMAN CORP | 1,405 | 327,000 | 0.26% | ||
| 19 | APPLE INC | 2,520 | 292,000 | 0.23% | ||
| 20 | VERIZON COMMUNICATIONS INC | 4,100 | 219,000 | 0.17% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001635342-17-000001, filed 2017.01.19).
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.
