| # | % | |||||
|---|---|---|---|---|---|---|
| 251 | INTEL CORP | 27,775 | 1,002,000 | 0.56% | ||
| 252 | GENERAL ELECTRIC CO | 34,741 | 1,035,000 | 0.58% | ||
| 253 | VANGUARD INTL EQUITY INDEX F | 23,920 | 1,144,000 | 0.64% | ||
| 254 | PAYCHEX INC | 21,560 | 1,270,000 | 0.71% | ||
| 255 | SCHWAB U.S. REIT ETF | 33,715 | 1,375,000 | 0.77% | ||
| 256 | EXXON MOBIL CORP | 19,106 | 1,567,000 | 0.87% | ||
| 257 | VANGUARD INTL EQUITY INDEX F | 51,087 | 2,029,000 | 1.13% | ||
| 258 | VANGUARD INDEX FDS | 23,125 | 2,500,000 | 1.40% | ||
| 259 | ISHARES TR | 36,806 | 2,546,000 | 1.42% | ||
| 260 | ISHARES TR | 11,050 | 2,622,000 | 1.46% | ||
| 261 | SCHWAB EMERGING MARKETS EQUITY ETF | 132,810 | 3,183,000 | 1.78% | ||
| 262 | ISHARES INC | 74,443 | 3,558,000 | 1.99% | ||
| 263 | VANGUARD INDEX FDS | 33,536 | 4,670,000 | 2.61% | ||
| 264 | SPDR S&P 500 ETF TR | 23,064 | 5,437,000 | 3.03% | ||
| 265 | SCHWAB INTERNATIONAL EQUITY ETF | 312,007 | 9,320,000 | 5.20% | ||
| 266 | VANGUARD INDEX FDS | 121,193 | 10,009,000 | 5.59% | ||
| 267 | ISHARES TR | 65,918 | 11,286,000 | 6.30% | ||
| 268 | VANGUARD TAX-MANAGED FDS | 287,332 | 11,292,000 | 6.30% | ||
| 269 | RYDEX ETF TRUST | 196,853 | 13,492,000 | 7.53% | ||
| 270 | ISHARES TR | 373,905 | 30,903,000 | 17.25% | ||
| 271 | RYDEX ETF TRUST | 539,503 | 31,755,000 | 17.72% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-018682, filed 2017.05.08).
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.
