| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | CHEVRON CORP NEW | 708 | 56,000 | 0.04% | ||
| 52 | LOWES COS INC | 850 | 59,000 | 0.04% | ||
| 53 | ISHARES TR | 600 | 64,000 | 0.05% | ||
| 54 | GENERAL ELECTRIC CO | 2,829 | 71,000 | 0.05% | ||
| 55 | VANGUARD INDEX FDS | 1,196 | 90,000 | 0.07% | ||
| 56 | VANGUARD INTL EQUITY INDEX F | 2,000 | 102,000 | 0.08% | ||
| 57 | VANGUARD SPECIALIZED FUNDS | 1,385 | 102,000 | 0.08% | ||
| 58 | ISHARES TR | 1,163 | 125,000 | 0.09% | ||
| 59 | ISHARES TR | 2,304 | 132,000 | 0.10% | ||
| 60 | NUVEEN MUN OPPTY FD INC | 10,000 | 141,000 | 0.11% | ||
| 61 | VANGUARD INTL EQUITY INDEX F | 5,400 | 179,000 | 0.13% | ||
| 62 | BERKSHIRE HATHAWAY INC DEL | 1,460 | 190,000 | 0.14% | ||
| 63 | RPM INTL INC | 5,000 | 209,000 | 0.16% | ||
| 64 | ISHARES TR | 1,896 | 211,000 | 0.16% | ||
| 65 | APPLE INC | 1,923 | 212,000 | 0.16% | ||
| 66 | VANGUARD INDEX FDS | 2,500 | 251,000 | 0.19% | ||
| 67 | ISHARES TR | 4,252 | 464,000 | 0.35% | ||
| 68 | SPDR SSGA MULTI-ASSET REAL RETURN ETF | 22,600 | 513,000 | 0.38% | ||
| 69 | VANGUARD STAR FDS | 15,220 | 675,000 | 0.50% | ||
| 70 | ISHARES TR | 3,870 | 746,000 | 0.56% | ||
| 71 | ISHARES TR | 6,600 | 1,027,000 | 0.77% | ||
| 72 | SPDR S&P MIDCAP 400 ETF TR | 4,420 | 1,100,000 | 0.82% | ||
| 73 | ISHARES TR | 18,343 | 1,711,000 | 1.28% | ||
| 74 | ISHARES TR | 53,900 | 2,081,000 | 1.56% | ||
| 75 | SPDR S&P 500 ETF TR | 12,545 | 2,404,000 | 1.80% | ||
| 76 | BLACKROCK CR ALLOCATION INCO | 227,198 | 2,765,000 | 2.07% | ||
| 77 | VANGUARD INDEX FDS | 32,071 | 3,166,000 | 2.37% | ||
| 78 | ISHARES TR | 39,078 | 3,634,000 | 2.72% | ||
| 79 | ISHARES MSCI ACWI EX US IDX FD | 402,905 | 15,734,000 | 11.77% | ||
| 80 | VANGUARD INDEX FDS | 344,897 | 28,709,000 | 21.47% | ||
| 81 | ISHARES RUSSELL 1000 ETF | 271,570 | 29,071,000 | 21.74% | ||
| 82 | POWERSHARES ETF TRUST II | 1,747,074 | 36,688,000 | 27.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000892712-15-000980, filed 2015.11.12).
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.
