| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PHILLIPS 66 | 2,347 | 203,000 | 0.41% | ||
| 2 | BARCLAYS BANK PLC | 8,000 | 204,000 | 0.41% | ||
| 3 | ISHARES TR | 1,860 | 206,000 | 0.42% | ||
| 4 | ISHARES TR | 1,798 | 207,000 | 0.42% | ||
| 5 | PRICELINE GRP INC | 167 | 215,000 | 0.44% | ||
| 6 | BERKSHIRE HATHAWAY INC DEL | 1,634 | 232,000 | 0.47% | ||
| 7 | COGNIZANT TECHNOLOGY SOLUTIO | 3,763 | 236,000 | 0.48% | ||
| 8 | ILLUMINA INC | 1,502 | 243,000 | 0.49% | ||
| 9 | AMAZON COM INC | 434 | 258,000 | 0.52% | ||
| 10 | ISHARES RUSSELL 3000 ETF | 2,140 | 259,000 | 0.53% | ||
| 11 | ISHARES TR | 2,496 | 276,000 | 0.56% | ||
| 12 | ISHARES TR | 3,088 | 285,000 | 0.58% | ||
| 13 | DOW CHEM CO | 5,631 | 289,000 | 0.59% | ||
| 14 | NIKE INC | 4,721 | 290,000 | 0.59% | ||
| 15 | WELLS FARGO & CO NEW | 6,012 | 291,000 | 0.59% | ||
| 16 | SPDR PORTFOLIO AGGREGATE BOND ETF | 4,970 | 291,000 | 0.59% | ||
| 17 | ISHARES TR | 3,264 | 294,000 | 0.60% | ||
| 18 | CELGENE CORP | 3,107 | 311,000 | 0.63% | ||
| 19 | TJX COS INC NEW | 4,070 | 319,000 | 0.65% | ||
| 20 | VISA INC | 4,379 | 335,000 | 0.68% | ||
| 21 | UBS AG JERSEY BRH | 14,717 | 354,000 | 0.72% | ||
| 22 | STARBUCKS CORP | 6,011 | 359,000 | 0.73% | ||
| 23 | SELECT SECTOR SPDR TR | 6,030 | 373,000 | 0.76% | ||
| 24 | ISHARES TR | 6,249 | 443,000 | 0.90% | ||
| 25 | ISHARES RUSSELL 2000 GROWTH ETF | 3,700 | 491,000 | 1.00% | ||
| 26 | APPLE INC | 4,507 | 491,000 | 1.00% | ||
| 27 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 6,020 | 492,000 | 1.00% | ||
| 28 | POWERSHARES ETF TRUST | 26,610 | 500,000 | 1.02% | ||
| 29 | SPDR DOW JONES REIT ETF | 5,354 | 509,000 | 1.03% | ||
| 30 | PIMCO ETF TR | 5,960 | 629,000 | 1.28% | ||
| 31 | ISHARES RUSSELL 2000 VALUE ETF | 8,040 | 749,000 | 1.52% | ||
| 32 | VANGUARD MORTG-BACK SEC ETF | 14,640 | 783,000 | 1.59% | ||
| 33 | ISHARES TR | 8,050 | 849,000 | 1.73% | ||
| 34 | VANGUARD CHARLOTTE FDS | 15,990 | 872,000 | 1.77% | ||
| 35 | ISHARES TR | 15,540 | 1,136,000 | 2.31% | ||
| 36 | ISHARES TR | 17,320 | 1,137,000 | 2.31% | ||
| 37 | VANGUARD INTL EQUITY INDEX F | 33,597 | 1,162,000 | 2.36% | ||
| 38 | VANGUARD INTL EQUITY INDEX F | 20,350 | 1,174,000 | 2.39% | ||
| 39 | ISHARES MSCI EAFE SMALL CAP IDX FD | 23,830 | 1,187,000 | 2.41% | ||
| 40 | VANGUARD INDEX FDS | 16,030 | 1,507,000 | 3.06% | ||
| 41 | ISHARES TR | 14,800 | 1,715,000 | 3.48% | ||
| 42 | VANGUARD BD INDEX FDS | 29,510 | 2,444,000 | 4.97% | ||
| 43 | ISHARES TR | 55,430 | 3,107,000 | 6.31% | ||
| 44 | ISHARES TR | 70,301 | 4,018,000 | 8.16% | ||
| 45 | VANGUARD INDEX FDS | 47,080 | 4,935,000 | 10.03% | ||
| 46 | SIMPSON MFG INC COM | 328,910 | 12,554,000 | 25.51% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-013344, filed 2016.05.13).
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.
