| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 143,819 | 29,720,303 | 52.24% | ||
| 2 | ISHARES TR | 171,999 | 11,427,643 | 20.09% | ||
| 3 | VANGUARD BD INDEX FDS | 80,332 | 6,651,939 | 11.69% | ||
| 4 | VANGUARD INDEX FDS | 54,546 | 5,717,578 | 10.05% | ||
| 5 | PIMCO ETF TR | 13,784 | 1,389,154 | 2.44% | ||
| 6 | ISHARES TR | 7,098 | 553,755 | 0.97% | ||
| 7 | SPDR S&P 500 ETF TR | 1,896 | 389,704 | 0.68% | ||
| 8 | SCHWAB US DIVIDEND EQUITY ETF | 8,657 | 347,074 | 0.61% | ||
| 9 | ISHARES TR | 3,058 | 249,773 | 0.44% | ||
| 10 | ISHARES TR | 1,851 | 205,244 | 0.36% | ||
| 11 | ISHARES TR | 803 | 92,058 | 0.16% | ||
| 12 | ISHARES TR | 600 | 66,378 | 0.12% | ||
| 13 | ISHARES TR | 410 | 59,117 | 0.10% | ||
| 14 | ISHARES TR | 150 | 8,574 | 0.02% | ||
| 15 | ISHARES TR | 91 | 7,789 | 0.01% | ||
| 16 | ISHARES | 109 | 4,316 | 0.01% | ||
| 17 | ISHARES | 42 | 1,483 | 0.00% | ||
| 18 | POWERSHARES N/C 6/4/18 46137V613 | 2,871 | 0 | 0.00% | ||
| 19 | ISHARES TR | 200 | 0 | 0.00% | ||
| 20 | POWERSHARES ACTIVE MNG ETF T | 74,912 | 0 | 0.00% | ||
| 21 | ISHARES RUSSELL 3000 ETF | 1,700 | 0 | 0.00% | ||
| 22 | VANGUARD WHITEHALL FDS | 4,625 | 0 | 0.00% | ||
| 23 | SPDR GOLD TR | 150 | 0 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001667553-16-000002, filed 2016.05.16).
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.
