| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | 1 100 Berkshire HTHWY CLA | 100 | 244,000 | 0.15% | ||
| 202 | CHEVRON CORP NEW | 2,114 | 249,000 | 0.15% | ||
| 203 | HOME DEPOT INC | 1,982 | 266,000 | 0.16% | ||
| 204 | WELLS FARGO & CO NEW | 5,501 | 303,000 | 0.18% | ||
| 205 | APPLIED INDL TECHNOLOGIES IN | 5,319 | 316,000 | 0.19% | ||
| 206 | ISHARES TR | 5,871 | 347,000 | 0.21% | ||
| 207 | ISHARES COHEN & STEERS REIT ETF | 4,192 | 418,000 | 0.25% | ||
| 208 | MICROSOFT CORP | 7,133 | 443,000 | 0.27% | ||
| 209 | CHIPOTLE MEXICAN GRILL INC | 1,200 | 453,000 | 0.27% | ||
| 210 | EXXON MOBIL CORP | 5,682 | 513,000 | 0.31% | ||
| 211 | SELECT SECTOR SPDR TR | 11,437 | 546,000 | 0.33% | ||
| 212 | SCHWAB U.S. BROAD MARKET ETF | 10,162 | 551,000 | 0.33% | ||
| 213 | JOHNSON & JOHNSON | 4,885 | 563,000 | 0.34% | ||
| 214 | BERKSHIRE HATHAWAY INC DEL | 3,929 | 640,000 | 0.39% | ||
| 215 | SCHWAB EMERGING MARKETS EQUITY ETF | 31,206 | 673,000 | 0.41% | ||
| 216 | ISHARES TR | 3,102 | 698,000 | 0.42% | ||
| 217 | SCHWAB U.S. LARGE-CAP ETF | 17,369 | 925,000 | 0.56% | ||
| 218 | ISHARES RUSSELL 1000 ETF | 9,507 | 1,183,000 | 0.72% | ||
| 219 | ISHARES TR | 13,479 | 1,194,000 | 0.72% | ||
| 220 | ISHARES TR | 10,055 | 1,662,000 | 1.01% | ||
| 221 | ISHARES TR | 15,786 | 2,129,000 | 1.29% | ||
| 222 | SCHWAB INTERNATIONAL EQUITY ETF | 110,178 | 3,050,000 | 1.85% | ||
| 223 | ISHARES TR | 38,580 | 4,322,000 | 2.62% | ||
| 224 | SCHWAB U.S. REIT ETF | 211,167 | 8,666,000 | 5.25% | ||
| 225 | SCHWAB US DIVIDEND EQUITY ETF | 276,324 | 12,039,000 | 7.29% | ||
| 226 | SCHWAB U.S. MID-CAP ETF | 380,469 | 17,178,000 | 10.41% | ||
| 227 | SCHWAB U.S. SMALL-CAP ETF | 310,310 | 19,078,000 | 11.56% | ||
| 228 | RYDEX ETF TRUST | 222,867 | 19,309,000 | 11.70% | ||
| 229 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 424,740 | 23,713,000 | 14.37% | ||
| 230 | WISDOMTREE TR | 1,305,042 | 34,388,000 | 20.83% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001642246-17-000001, filed 2017.01.24).
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.
