| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES | 1,407,091 | 57,902,000 | 30.40% | ||
| 2 | ISHARES TR | 299,243 | 31,172,000 | 16.37% | ||
| 3 | ISHARES TR | 244,951 | 25,872,000 | 13.59% | ||
| 4 | SPDR S&P 500 ETF TR | 84,681 | 18,317,000 | 9.62% | ||
| 5 | ISHARES TR | 235,912 | 13,949,000 | 7.32% | ||
| 6 | VANGUARD INDEX FDS | 107,626 | 11,982,000 | 6.29% | ||
| 7 | ISHARES RUSSELL 2000 GROWTH ETF | 47,662 | 7,097,000 | 3.73% | ||
| 8 | ISHARES RUSSELL 2000 VALUE ETF | 57,490 | 6,022,000 | 3.16% | ||
| 9 | ISHARES TR | 48,150 | 4,688,000 | 2.46% | ||
| 10 | ISHARES TR | 29,596 | 3,676,000 | 1.93% | ||
| 11 | ISHARES RUSSELL 1000 ETF | 19,270 | 2,321,000 | 1.22% | ||
| 12 | VANGUARD INDEX FDS | 6,326 | 1,257,000 | 0.66% | ||
| 13 | ISHARES MSCI ACWI EX US IDX FD | 20,184 | 837,000 | 0.44% | ||
| 14 | VANGUARD INDEX FDS | 9,270 | 804,000 | 0.42% | ||
| 15 | ISHARES TR | 17,819 | 667,000 | 0.35% | ||
| 16 | VANGUARD BD INDEX FDS | 8,179 | 661,000 | 0.35% | ||
| 17 | ISHARES TR | 4,654 | 566,000 | 0.30% | ||
| 18 | ISHARES TR | 7,356 | 565,000 | 0.30% | ||
| 19 | ISHARES TR S&P 100 ETF | 5,345 | 513,000 | 0.27% | ||
| 20 | VANGUARD INDEX FDS | 3,879 | 474,000 | 0.25% | ||
| 21 | ISHARES TR | 2,434 | 424,000 | 0.22% | ||
| 22 | ISHARES TR | 1,548 | 337,000 | 0.18% | ||
| 23 | ISHARES TR | 2,175 | 336,000 | 0.18% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001682677-16-000007, filed 2016.12.01).
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.
