| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 149,168 | 32,453,164 | 46.94% | ||
| 2 | ISHARES TR | 195,715 | 13,238,177 | 19.15% | ||
| 3 | VANGUARD INDEX FDS | 72,172 | 8,034,952 | 11.62% | ||
| 4 | VANGUARD BD INDEX FDS | 88,206 | 7,421,694 | 10.74% | ||
| 5 | ISHARES TR | 24,603 | 2,765,939 | 4.00% | ||
| 6 | ISHARES TR | 43,678 | 1,984,329 | 2.87% | ||
| 7 | PIMCO ETF TR | 11,469 | 1,163,101 | 1.68% | ||
| 8 | ISHARES TR | 7,928 | 644,429 | 0.93% | ||
| 9 | SPDR S&P 500 ETF TR | 1,898 | 410,596 | 0.59% | ||
| 10 | ISHARES TR | 3,071 | 263,181 | 0.38% | ||
| 11 | ISHARES RUSSELL 3000 ETF | 1,986 | 254,585 | 0.37% | ||
| 12 | SCHWAB US DIVIDEND EQUITY ETF | 5,214 | 220,620 | 0.32% | ||
| 13 | ISHARES TR | 803 | 93,552 | 0.14% | ||
| 14 | ISHARES TR | 600 | 74,526 | 0.11% | ||
| 15 | ISHARES TR | 410 | 63,431 | 0.09% | ||
| 16 | ISHARES TR | 180 | 20,295 | 0.03% | ||
| 17 | ISHARES TR | 150 | 8,869 | 0.01% | ||
| 18 | ISHARES TR | 91 | 7,812 | 0.01% | ||
| 19 | ISHARES | 165 | 6,814 | 0.01% | ||
| 20 | ISHARES | 56 | 2,025 | 0.00% | ||
| 21 | POWERSHARES N/C 6/4/18 46137V613 | 2,871 | 0 | 0.00% | ||
| 22 | POWERSHARES ACTIVE MNG ETF T | 74,912 | 0 | 0.00% | ||
| 23 | SPDR GOLD TR | 150 | 0 | 0.00% | ||
| 24 | ISHARES TR | 200 | 0 | 0.00% | ||
| 25 | VANGUARD WHITEHALL FDS | 4,625 | 0 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001667553-16-000004, filed 2016.11.04).
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.
