| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SIMPSON MFG INC COM | 298,810 | 13,133,000 | 38.14% | ||
| 2 | VANGUARD INDEX FDS | 17,746 | 1,976,000 | 5.74% | ||
| 3 | ISHARES TR | 27,920 | 1,650,000 | 4.79% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 20,060 | 1,221,000 | 3.55% | ||
| 5 | VANGUARD BD INDEX FDS | 11,830 | 995,000 | 2.89% | ||
| 6 | ISHARES MSCI EAFE SMALL CAP IDX FD | 18,480 | 969,000 | 2.81% | ||
| 7 | ISHARES RUSSELL 3000 ETF | 6,460 | 828,000 | 2.40% | ||
| 8 | VANGUARD INDEX FDS | 8,300 | 823,000 | 2.39% | ||
| 9 | ISHARES TR | 10,821 | 640,000 | 1.86% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 16,201 | 610,000 | 1.77% | ||
| 11 | APPLE INC | 4,848 | 548,000 | 1.59% | ||
| 12 | ISHARES TR | 7,740 | 522,000 | 1.52% | ||
| 13 | ISHARES TR | 4,610 | 518,000 | 1.50% | ||
| 14 | VISA INC | 6,087 | 503,000 | 1.46% | ||
| 15 | ISHARES TR | 6,249 | 480,000 | 1.39% | ||
| 16 | ISHARES RUSSELL 2000 VALUE ETF | 4,140 | 434,000 | 1.26% | ||
| 17 | ISHARES TR | 5,500 | 426,000 | 1.24% | ||
| 18 | ISHARES TR | 3,947 | 417,000 | 1.21% | ||
| 19 | ISHARES TR | 3,310 | 403,000 | 1.17% | ||
| 20 | AMAZON COM INC | 434 | 363,000 | 1.05% | ||
| 21 | VANGUARD BD INDEX FDS | 3,867 | 339,000 | 0.98% | ||
| 22 | MICROSOFT CORP | 5,753 | 331,000 | 0.96% | ||
| 23 | CELGENE CORP | 3,107 | 325,000 | 0.94% | ||
| 24 | STARBUCKS CORP | 6,000 | 325,000 | 0.94% | ||
| 25 | ISHARES RUSSELL 1000 ETF | 2,620 | 316,000 | 0.92% | ||
| 26 | ISHARES TR | 3,088 | 301,000 | 0.87% | ||
| 27 | QUALCOMM INC | 4,378 | 300,000 | 0.87% | ||
| 28 | TJX COS INC NEW | 4,012 | 300,000 | 0.87% | ||
| 29 | ISHARES RUSSELL 2000 GROWTH ETF | 1,980 | 295,000 | 0.86% | ||
| 30 | NIKE INC | 5,535 | 292,000 | 0.85% | ||
| 31 | ISHARES TR | 2,340 | 291,000 | 0.85% | ||
| 32 | SPDR PORTFOLIO AGGREGATE BOND ETF | 4,880 | 289,000 | 0.84% | ||
| 33 | UBS AG JERSEY BRH | 10,107 | 287,000 | 0.83% | ||
| 34 | BERKSHIRE HATHAWAY INC DEL | 1,937 | 280,000 | 0.81% | ||
| 35 | ILLUMINA INC | 1,502 | 273,000 | 0.79% | ||
| 36 | FACEBOOK INC | 2,027 | 260,000 | 0.76% | ||
| 37 | PRICELINE GRP INC | 167 | 246,000 | 0.71% | ||
| 38 | S&P GLOBAL INC | 1,821 | 230,000 | 0.67% | ||
| 39 | AMERICAN TOWER CORP NEW | 1,933 | 220,000 | 0.64% | ||
| 40 | PHILLIPS 66 | 2,712 | 218,000 | 0.63% | ||
| 41 | SPDR DOW JONES REIT ETF | 2,241 | 218,000 | 0.63% | ||
| 42 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 2,450 | 214,000 | 0.62% | ||
| 43 | ISHARES TR | 1,793 | 210,000 | 0.61% | ||
| 44 | EQUINIX | 578 | 208,000 | 0.60% | ||
| 45 | BARCLAYS BANK PLC REDEEMED $25.00/SH 3/15/17 | 8,000 | 206,000 | 0.60% | ||
| 46 | ALPHABET INC | 251 | 202,000 | 0.59% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-020743, filed 2016.11.14).
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.
