| # | % | |||||
|---|---|---|---|---|---|---|
| 501 | MERCK & CO INC | 1,192 | 74,000 | 0.13% | ||
| 502 | HONEYWELL INTL INC | 651 | 76,000 | 0.13% | ||
| 503 | PEPSICO INC | 775 | 84,000 | 0.15% | ||
| 504 | JPMORGAN CHASE & CO | 1,262 | 84,000 | 0.15% | ||
| 505 | MICROSOFT CORP | 1,504 | 87,000 | 0.15% | ||
| 506 | PFIZER INC | 2,942 | 100,000 | 0.17% | ||
| 507 | CONOCOPHILLIPS | 2,450 | 107,000 | 0.19% | ||
| 508 | APPLE INC | 948 | 107,000 | 0.19% | ||
| 509 | HALLIBURTON CO | 2,582 | 116,000 | 0.20% | ||
| 510 | ISHARES RUSSELL 1000 ETF | 961 | 116,000 | 0.20% | ||
| 511 | UNION PAC CORP | 1,223 | 119,000 | 0.21% | ||
| 512 | POWERSHARES ETF TRUST | 1,370 | 128,000 | 0.22% | ||
| 513 | BERKSHIRE HATHAWAY INC DEL | 890 | 129,000 | 0.22% | ||
| 514 | PHILLIPS 66 | 1,703 | 137,000 | 0.24% | ||
| 515 | ISHARES TR | 2,389 | 141,000 | 0.25% | ||
| 516 | 3M CO | 817 | 144,000 | 0.25% | ||
| 517 | GENERAL ELECTRIC CO | 5,042 | 149,000 | 0.26% | ||
| 518 | AT&T INC | 4,444 | 180,000 | 0.31% | ||
| 519 | SCHWAB EMERGING MARKETS EQUITY ETF | 8,153 | 188,000 | 0.33% | ||
| 520 | SCHWAB INTERNATIONAL EQUITY ETF | 6,990 | 201,000 | 0.35% | ||
| 521 | JOHNSON & JOHNSON | 2,051 | 242,000 | 0.42% | ||
| 522 | QUALCOMM INC | 3,635 | 249,000 | 0.43% | ||
| 523 | SPDR S&P 500 ETF TR | 2,094 | 453,000 | 0.79% | ||
| 524 | NORFOLK SOUTHERN CORP | 5,470 | 531,000 | 0.92% | ||
| 525 | EXXON MOBIL CORP | 6,092 | 532,000 | 0.93% | ||
| 526 | PROCTER AND GAMBLE CO | 8,033 | 721,000 | 1.25% | ||
| 527 | SCHWAB U.S. LARGE-CAP ETF | 110,411 | 5,699,000 | 9.91% | ||
| 528 | POWERSHARES ETF TRUST | 103,012 | 10,856,000 | 18.88% | ||
| 529 | SCHWAB STRATEGIC TR | 528,409 | 16,455,000 | 28.62% | ||
| 530 | WISDOMTREE TR | 626,367 | 16,517,000 | 28.72% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001681373-16-000004, filed 2016.11.03).
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.
