| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | 380,172 | 22,985,000 | 11.80% | ||
| 2 | SCHWAB INTERNATIONAL EQUITY ETF | 708,288 | 19,605,000 | 10.07% | ||
| 3 | SPDR S&P 500 ETF TR | 58,918 | 13,170,000 | 6.76% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 275,602 | 12,176,000 | 6.25% | ||
| 5 | AMAZON COM INC | 15,172 | 11,377,000 | 5.84% | ||
| 6 | VANGUARD STAR FDS | 236,422 | 10,847,000 | 5.57% | ||
| 7 | ISHARES TR | 168,132 | 9,706,000 | 4.98% | ||
| 8 | ISHARES TR | 72,105 | 7,947,000 | 4.08% | ||
| 9 | INDEXIQ ETF TR | 262,067 | 7,514,000 | 3.86% | ||
| 10 | ISHARES INC | 156,708 | 6,652,000 | 3.42% | ||
| 11 | ISHARES GOLD TRUST ISHARES ETF | 585,410 | 6,486,000 | 3.33% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 160,843 | 5,753,000 | 2.95% | ||
| 13 | ISHARES TR | 38,072 | 5,236,000 | 2.69% | ||
| 14 | ISHARES TR | 27,846 | 4,604,000 | 2.36% | ||
| 15 | ISHARES TR | 24,431 | 4,370,000 | 2.24% | ||
| 16 | ISHARES RUSSELL 1000 ETF | 33,185 | 4,130,000 | 2.12% | ||
| 17 | ISHARES TR | 44,100 | 4,058,000 | 2.08% | ||
| 18 | VANGUARD SPECIALIZED FUNDS | 44,887 | 3,823,000 | 1.96% | ||
| 19 | ISHARES TR | 24,195 | 3,263,000 | 1.68% | ||
| 20 | VANGUARD INDEX FDS | 20,750 | 2,731,000 | 1.40% | ||
| 21 | VANGUARD SCOTTSDALE FDS | 23,932 | 1,899,000 | 0.98% | ||
| 22 | SPDR SER TR | 49,620 | 1,683,000 | 0.86% | ||
| 23 | ISHARES TR | 8,721 | 1,512,000 | 0.78% | ||
| 24 | FACEBOOK INC | 12,783 | 1,471,000 | 0.76% | ||
| 25 | APPLE INC | 11,664 | 1,351,000 | 0.69% | ||
| 26 | STARBUCKS CORP | 18,335 | 1,018,000 | 0.52% | ||
| 27 | VANECK VECTORS ETF TR | 19,183 | 968,000 | 0.50% | ||
| 28 | JOHNSON & JOHNSON | 7,435 | 857,000 | 0.44% | ||
| 29 | CHEVRON CORP NEW | 7,163 | 843,000 | 0.43% | ||
| 30 | EXXON MOBIL CORP | 7,973 | 720,000 | 0.37% | ||
| 31 | BERKSHIRE HATHAWAY INC DEL | 3,929 | 641,000 | 0.33% | ||
| 32 | UNITEDHEALTH GROUP INC | 3,808 | 610,000 | 0.31% | ||
| 33 | GENERAL ELECTRIC CO | 17,599 | 556,000 | 0.29% | ||
| 34 | ALPHABET INC | 670 | 531,000 | 0.27% | ||
| 35 | PROCTER AND GAMBLE CO | 5,965 | 502,000 | 0.26% | ||
| 36 | AT&T INC | 11,732 | 499,000 | 0.26% | ||
| 37 | VERIZON COMMUNICATIONS INC | 9,111 | 487,000 | 0.25% | ||
| 38 | VANGUARD BD INDEX FDS | 5,804 | 461,000 | 0.24% | ||
| 39 | ALPHABET INC | 597 | 461,000 | 0.24% | ||
| 40 | SCHWAB U.S. LARGE-CAP ETF | 8,587 | 457,000 | 0.23% | ||
| 41 | INTEL CORP | 11,604 | 421,000 | 0.22% | ||
| 42 | ISHARES TR | 3,940 | 414,000 | 0.21% | ||
| 43 | JPMORGAN CHASE & CO | 4,619 | 399,000 | 0.20% | ||
| 44 | COCA COLA CO | 9,320 | 387,000 | 0.20% | ||
| 45 | MERCK & CO INC | 6,521 | 384,000 | 0.20% | ||
| 46 | PEPSICO INC | 3,574 | 374,000 | 0.19% | ||
| 47 | VANGUARD BD INDEX FDS | 4,580 | 370,000 | 0.19% | ||
| 48 | INTERNATIONAL BUSINESS MACHS | 2,164 | 359,000 | 0.18% | ||
| 49 | DISNEY WALT CO | 3,358 | 350,000 | 0.18% | ||
| 50 | VANGUARD INDEX FDS | 2,985 | 345,000 | 0.18% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001664772-17-000001, filed 2017.02.07).
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.
