| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | VANGUARD INDEX FDS | 43,465 | 5,273,000 | 2.33% | ||
| 102 | SPDR SER TR | 160,302 | 5,471,000 | 2.42% | ||
| 103 | POWERSHARES QQQ TRUST | 41,819 | 5,535,000 | 2.44% | ||
| 104 | VANGUARD INTL EQUITY INDEX F | 156,544 | 6,217,000 | 2.75% | ||
| 105 | ISHARES 7-10 YEAR TREASURY BOND ETF | 84,393 | 8,911,000 | 3.94% | ||
| 106 | SPDR SERIES TRUST | 299,366 | 9,163,000 | 4.05% | ||
| 107 | ISHARES TR | 86,412 | 9,374,000 | 4.14% | ||
| 108 | SCHWAB US DIVIDEND EQUITY ETF | 218,028 | 9,719,000 | 4.29% | ||
| 109 | ISHARES TR | 94,032 | 16,100,000 | 7.11% | ||
| 110 | VANGUARD BD INDEX FDS | 256,349 | 20,436,000 | 9.03% | ||
| 111 | ISHARES TR | 89,446 | 21,222,000 | 9.37% | ||
| 112 | VANGUARD TAX-MANAGED FDS | 561,445 | 22,064,000 | 9.75% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000328, filed 2017.05.12).
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.
