| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 2,166 | 221,000 | 0.11% | ||
| 2 | ISHARES TR | 1,448 | 344,000 | 0.17% | ||
| 3 | ISHARES TR | 5,168 | 429,000 | 0.22% | ||
| 4 | ISHARES TR | 2,385 | 446,000 | 0.23% | ||
| 5 | VANGUARD INDEX FDS | 4,186 | 509,000 | 0.26% | ||
| 6 | VANGUARD INDEX FDS | 3,884 | 518,000 | 0.26% | ||
| 7 | VANGUARD INDEX FDS | 6,664 | 550,000 | 0.28% | ||
| 8 | VANGUARD BD INDEX FDS | 7,973 | 636,000 | 0.32% | ||
| 9 | VANGUARD TAX-MANAGED FDS | 19,081 | 750,000 | 0.38% | ||
| 10 | VANGUARD INDEX FDS | 8,587 | 858,000 | 0.44% | ||
| 11 | ISHARES TR | 21,899 | 863,000 | 0.44% | ||
| 12 | VANGUARD SCOTTSDALE FDS | 13,505 | 1,077,000 | 0.55% | ||
| 13 | VANGUARD INDEX FDS | 6,335 | 1,371,000 | 0.70% | ||
| 14 | VANGUARD SPECIALIZED FUNDS | 17,647 | 1,587,000 | 0.81% | ||
| 15 | ISHARES RUSSELL 1000 ETF | 19,194 | 2,519,000 | 1.28% | ||
| 16 | ISHARES TR | 35,227 | 4,843,000 | 2.46% | ||
| 17 | ISHARES TR | 46,876 | 4,864,000 | 2.47% | ||
| 18 | ISHARES MSCI ACWI EX US IDX FD | 117,069 | 5,107,000 | 2.60% | ||
| 19 | ISHARES RUSSELL 2000 VALUE ETF | 61,407 | 7,256,000 | 3.69% | ||
| 20 | ISHARES RUSSELL 2000 GROWTH ETF | 49,749 | 8,042,000 | 4.09% | ||
| 21 | ISHARES TR | 197,895 | 12,327,000 | 6.27% | ||
| 22 | VANGUARD INDEX FDS | 115,870 | 14,057,000 | 7.15% | ||
| 23 | SPDR S&P 500 ETF TR | 83,709 | 19,734,000 | 10.03% | ||
| 24 | ISHARES TR | 264,058 | 30,351,000 | 15.43% | ||
| 25 | ISHARES TR | 832,649 | 35,296,000 | 17.94% | ||
| 26 | ISHARES TR | 370,396 | 42,151,000 | 21.43% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001682677-17-000003, filed 2017.05.09).
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.
