| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES | 1,396,627 | 56,675,000 | 26.85% | ||
| 2 | ISHARES TR | 363,529 | 38,134,000 | 18.07% | ||
| 3 | ISHARES TR | 259,683 | 29,092,000 | 13.78% | ||
| 4 | SPDR S&P 500 ETF TR | 81,710 | 18,265,000 | 8.65% | ||
| 5 | VANGUARD INDEX FDS | 112,316 | 12,952,000 | 6.14% | ||
| 6 | ISHARES TR | 201,710 | 11,645,000 | 5.52% | ||
| 7 | ISHARES RUSSELL 2000 GROWTH ETF | 49,550 | 7,628,000 | 3.61% | ||
| 8 | ISHARES RUSSELL 2000 VALUE ETF | 59,534 | 7,081,000 | 3.35% | ||
| 9 | ISHARES TR | 48,419 | 4,716,000 | 2.23% | ||
| 10 | ISHARES MSCI ACWI EX US IDX FD | 112,421 | 4,527,000 | 2.14% | ||
| 11 | ISHARES TR | 30,063 | 4,054,000 | 1.92% | ||
| 12 | ISHARES RUSSELL 1000 ETF | 19,270 | 2,398,000 | 1.14% | ||
| 13 | VANGUARD SPECIALIZED FUNDS | 18,614 | 1,586,000 | 0.75% | ||
| 14 | VANGUARD SCOTTSDALE FDS | 17,445 | 1,385,000 | 0.66% | ||
| 15 | VANGUARD INDEX FDS | 6,331 | 1,300,000 | 0.62% | ||
| 16 | ISHARES TR | 9,759 | 1,295,000 | 0.61% | ||
| 17 | VANGUARD INDEX FDS | 9,120 | 875,000 | 0.41% | ||
| 18 | ISHARES TR | 22,560 | 790,000 | 0.37% | ||
| 19 | VANGUARD INDEX FDS | 9,305 | 768,000 | 0.36% | ||
| 20 | VANGUARD TAX-MANAGED FDS | 19,123 | 699,000 | 0.33% | ||
| 21 | VANGUARD BD INDEX FDS | 8,185 | 650,000 | 0.31% | ||
| 22 | ISHARES TR | 5,218 | 635,000 | 0.30% | ||
| 23 | ISHARES TR | 7,327 | 589,000 | 0.28% | ||
| 24 | VANGUARD INDEX FDS | 3,882 | 501,000 | 0.24% | ||
| 25 | ISHARES TR S&P 100 ETF | 5,015 | 498,000 | 0.24% | ||
| 26 | VANGUARD INDEX FDS | 4,396 | 490,000 | 0.23% | ||
| 27 | ISHARES TR | 2,434 | 435,000 | 0.21% | ||
| 28 | ISHARES TR | 2,268 | 375,000 | 0.18% | ||
| 29 | ISHARES TR | 1,548 | 348,000 | 0.16% | ||
| 30 | ISHARES RUSSELL 3000 ETF | 1,923 | 256,000 | 0.12% | ||
| 31 | VANGUARD BD INDEX FDS | 2,651 | 214,000 | 0.10% | ||
| 32 | VANGUARD INDEX FDS | 2,166 | 211,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001682677-17-000001, filed 2017.02.06).
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.
