| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | 4,625 | 0 | 0.00% | ||
| 2 | POWERSHARES ETF TRUST | 2,871 | 0 | 0.00% | ||
| 3 | ISHARES TR | 200 | 0 | 0.00% | ||
| 4 | POWERSHARES ACTIVE MNG ETF T | 74,912 | 0 | 0.00% | ||
| 5 | SPDR GOLD TR | 150 | 0 | 0.00% | ||
| 6 | ISHARES TR | 49 | 1,757 | 0.00% | ||
| 7 | ISHARES TR | 91 | 7,827 | 0.01% | ||
| 8 | ISHARES TR | 199 | 7,999 | 0.01% | ||
| 9 | ISHARES TR | 150 | 8,373 | 0.01% | ||
| 10 | POWERSHARES ETF TR II | 200 | 8,556 | 0.01% | ||
| 11 | ISHARES TR | 180 | 20,506 | 0.03% | ||
| 12 | ISHARES TR | 410 | 61,249 | 0.09% | ||
| 13 | ISHARES TR | 600 | 68,988 | 0.10% | ||
| 14 | ISHARES TR | 803 | 93,688 | 0.14% | ||
| 15 | SCHWAB US DIVIDEND EQUITY ETF | 5,184 | 214,828 | 0.33% | ||
| 16 | ISHARES RUSSELL 3000 ETF | 1,986 | 246,303 | 0.37% | ||
| 17 | ISHARES TR | 3,071 | 261,922 | 0.40% | ||
| 18 | SPDR S&P 500 ETF TR | 1,897 | 397,424 | 0.60% | ||
| 19 | ISHARES TR | 7,928 | 651,327 | 0.99% | ||
| 20 | PIMCO ETF TR | 13,811 | 1,397,283 | 2.12% | ||
| 21 | ISHARES TR | 38,710 | 1,788,827 | 2.71% | ||
| 22 | ISHARES TR | 22,340 | 2,515,896 | 3.81% | ||
| 23 | VANGUARD BD INDEX FDS | 83,937 | 7,075,911 | 10.72% | ||
| 24 | VANGUARD INDEX FDS | 70,761 | 7,582,778 | 11.48% | ||
| 25 | ISHARES TR | 186,368 | 12,372,973 | 18.74% | ||
| 26 | ISHARES TR | 148,414 | 31,241,212 | 47.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001667553-16-000003, filed 2016.08.15).
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.
