| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SIMPSON MFG INC COM | 305,910 | 12,539,000 | 37.88% | ||
| 2 | VANGUARD INDEX FDS | 17,205 | 1,909,000 | 5.77% | ||
| 3 | ISHARES TR | 27,920 | 1,621,000 | 4.90% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 20,060 | 1,206,000 | 3.64% | ||
| 5 | VANGUARD BD INDEX FDS | 11,830 | 997,000 | 3.01% | ||
| 6 | ISHARES MSCI EAFE SMALL CAP IDX FD | 18,480 | 929,000 | 2.81% | ||
| 7 | ISHARES RUSSELL 3000 ETF | 6,460 | 825,000 | 2.49% | ||
| 8 | VANGUARD INDEX FDS | 8,300 | 823,000 | 2.49% | ||
| 9 | ISHARES TR | 10,821 | 622,000 | 1.88% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 15,537 | 576,000 | 1.74% | ||
| 11 | ISHARES TR | 7,740 | 525,000 | 1.59% | ||
| 12 | ISHARES TR | 4,610 | 519,000 | 1.57% | ||
| 13 | VISA INC | 6,086 | 484,000 | 1.46% | ||
| 14 | APPLE INC | 4,518 | 478,000 | 1.44% | ||
| 15 | ISHARES TR | 6,249 | 476,000 | 1.44% | ||
| 16 | ISHARES TR | 5,500 | 429,000 | 1.30% | ||
| 17 | ISHARES RUSSELL 2000 VALUE ETF | 4,140 | 419,000 | 1.27% | ||
| 18 | ISHARES TR | 3,310 | 403,000 | 1.22% | ||
| 19 | ISHARES TR | 3,805 | 399,000 | 1.21% | ||
| 20 | CELGENE CORP | 3,107 | 361,000 | 1.09% | ||
| 21 | STARBUCKS CORP | 6,000 | 333,000 | 1.01% | ||
| 22 | AMAZON COM INC | 434 | 330,000 | 1.00% | ||
| 23 | TJX COS INC NEW | 4,012 | 326,000 | 0.98% | ||
| 24 | ISHARES RUSSELL 1000 ETF | 2,620 | 315,000 | 0.95% | ||
| 25 | MICROSOFT CORP | 5,478 | 314,000 | 0.95% | ||
| 26 | NIKE INC | 5,535 | 303,000 | 0.92% | ||
| 27 | ISHARES TR | 3,088 | 300,000 | 0.91% | ||
| 28 | SPDR PORTFOLIO AGGREGATE BOND ETF | 4,880 | 290,000 | 0.88% | ||
| 29 | ISHARES RUSSELL 2000 GROWTH ETF | 1,980 | 287,000 | 0.87% | ||
| 30 | ISHARES TR | 2,340 | 282,000 | 0.85% | ||
| 31 | UBS AG JERSEY BRH | 10,107 | 282,000 | 0.85% | ||
| 32 | QUALCOMM INC | 4,378 | 267,000 | 0.81% | ||
| 33 | BERKSHIRE HATHAWAY INC DEL | 1,797 | 257,000 | 0.78% | ||
| 34 | FACEBOOK INC | 2,027 | 252,000 | 0.76% | ||
| 35 | ILLUMINA INC | 1,502 | 249,000 | 0.75% | ||
| 36 | PRICELINE GRP INC | 167 | 227,000 | 0.69% | ||
| 37 | SPDR DOW JONES REIT ETF | 2,241 | 227,000 | 0.69% | ||
| 38 | AMERICAN TOWER CORP NEW | 1,933 | 225,000 | 0.68% | ||
| 39 | COGNIZANT TECHNOLOGY SOLUTIO | 3,763 | 221,000 | 0.67% | ||
| 40 | S&P GLOBAL INC | 1,821 | 218,000 | 0.66% | ||
| 41 | EQUINIX | 578 | 215,000 | 0.65% | ||
| 42 | ARM Holdings plc | 3,210 | 213,000 | 0.64% | ||
| 43 | ISHARES TR | 1,793 | 211,000 | 0.64% | ||
| 44 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 2,450 | 209,000 | 0.63% | ||
| 45 | BARCLAYS BANK PLC REDEEMED $25.00/SH 3/15/17 | 8,000 | 208,000 | 0.63% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-016663, 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.
