| # | % | |||||
|---|---|---|---|---|---|---|
| 251 | VANGUARD INTL EQUITY INDEX F | 4,575 | 245,000 | 0.17% | ||
| 252 | SCHWAB U.S. LARGE-CAP ETF | 5,070 | 248,000 | 0.17% | ||
| 253 | INTERNATIONAL BUSINESS MACHS | 1,640 | 248,000 | 0.17% | ||
| 254 | DISNEY WALT CO | 2,540 | 252,000 | 0.17% | ||
| 255 | DIGIMARC CORP | 10,000 | 303,000 | 0.21% | ||
| 256 | PEPSICO INC | 3,058 | 313,000 | 0.21% | ||
| 257 | SCHWAB U.S. REIT ETF | 7,629 | 316,000 | 0.22% | ||
| 258 | Merck & Co., Inc. | 6,001 | 318,000 | 0.22% | ||
| 259 | BRISTOL MYERS SQUIBB CO | 5,043 | 322,000 | 0.22% | ||
| 260 | VANGUARD INDEX FDS | 2,937 | 327,000 | 0.22% | ||
| 261 | EASTMAN CHEM CO | 4,550 | 329,000 | 0.22% | ||
| 262 | 3M CO | 2,040 | 340,000 | 0.23% | ||
| 263 | COCA COLA CO | 7,409 | 344,000 | 0.24% | ||
| 264 | CHEVRON CORP NEW | 3,831 | 365,000 | 0.25% | ||
| 265 | PROCTER AND GAMBLE CO | 4,719 | 388,000 | 0.27% | ||
| 266 | CVS HEALTH CORP | 3,750 | 389,000 | 0.27% | ||
| 267 | SCHWAB U.S. BROAD MARKET ETF | 7,958 | 392,000 | 0.27% | ||
| 268 | CONSTELLATION BRANDS INC | 2,800 | 423,000 | 0.29% | ||
| 269 | MICROSOFT CORP | 8,134 | 449,000 | 0.31% | ||
| 270 | AMGEN INC | 3,028 | 454,000 | 0.31% | ||
| 271 | VANGUARD INDEX FDS | 4,645 | 473,000 | 0.32% | ||
| 272 | JOHNSON & JOHNSON | 4,408 | 477,000 | 0.33% | ||
| 273 | SPDR INDEX SHS FDS | 11,975 | 496,000 | 0.34% | ||
| 274 | SCHWAB U.S. MID-CAP ETF | 12,507 | 508,000 | 0.35% | ||
| 275 | JPMORGAN CHASE & CO | 8,821 | 522,000 | 0.36% | ||
| 276 | VANGUARD INTL EQUITY INDEX F | 5,850 | 546,000 | 0.37% | ||
| 277 | ISHARES TR | 2,650 | 548,000 | 0.37% | ||
| 278 | BERKSHIRE HATHAWAY INC DEL | 3,941 | 559,000 | 0.38% | ||
| 279 | COLGATE PALMOLIVE CO | 8,540 | 603,000 | 0.41% | ||
| 280 | AT&T INC | 16,057 | 629,000 | 0.43% | ||
| 281 | WALGREENS BOOTS ALLIANCE INC | 7,500 | 632,000 | 0.43% | ||
| 282 | PHILIP MORRIS INTL INC | 7,237 | 710,000 | 0.49% | ||
| 283 | INTEL CORP | 27,896 | 902,000 | 0.62% | ||
| 284 | SPDR DOW JONES REIT ETF | 11,080 | 1,054,000 | 0.72% | ||
| 285 | GENERAL ELECTRIC CO | 35,535 | 1,130,000 | 0.77% | ||
| 286 | VANGUARD INTL EQUITY INDEX F | 26,270 | 1,134,000 | 0.77% | ||
| 287 | PAYCHEX INC | 22,908 | 1,237,000 | 0.85% | ||
| 288 | ISHARES TR | 23,491 | 1,343,000 | 0.92% | ||
| 289 | VANGUARD INTL EQUITY INDEX F | 45,830 | 1,585,000 | 1.08% | ||
| 290 | ISHARES TR | 41,519 | 1,863,000 | 1.27% | ||
| 291 | EXXON MOBIL CORP | 23,906 | 1,998,000 | 1.37% | ||
| 292 | ISHARES MSCI EAFE SMALL CAP IDX FD | 41,556 | 2,069,000 | 1.41% | ||
| 293 | ISHARES TR | 18,464 | 2,078,000 | 1.42% | ||
| 294 | VANGUARD INDEX FDS | 23,525 | 2,212,000 | 1.51% | ||
| 295 | SCHWAB EMERGING MARKETS EQUITY ETF | 124,153 | 2,579,000 | 1.76% | ||
| 296 | ISHARES INC | 63,826 | 2,656,000 | 1.82% | ||
| 297 | SCHWAB INTERNATIONAL EQUITY ETF | 127,910 | 3,468,000 | 2.37% | ||
| 298 | VANGUARD INDEX FDS | 32,979 | 3,998,000 | 2.73% | ||
| 299 | SPDR S&P 500 ETF TR | 25,763 | 5,295,000 | 3.62% | ||
| 300 | VANGUARD TAX-MANAGED FDS | 182,050 | 6,532,000 | 4.46% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-063073, filed 2016.05.03).
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.
