| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 161,434 | 17,690,000 | 16.23% | ||
| 2 | VANGUARD BD INDEX FDS | 110,655 | 9,388,000 | 8.61% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 211,857 | 9,031,000 | 8.29% | ||
| 4 | VANGUARD WORLD FD | 105,083 | 8,171,000 | 7.50% | ||
| 5 | VANGUARD INDEX FDS | 99,386 | 8,113,000 | 7.44% | ||
| 6 | VANGUARD CHARLOTTE FDS | 120,306 | 6,368,000 | 5.84% | ||
| 7 | VANGUARD SCOTTSDALE FDS | 113,967 | 6,081,000 | 5.58% | ||
| 8 | ISHARES TR | 58,380 | 5,446,000 | 5.00% | ||
| 9 | SPDR INDEX SHS FDS | 117,716 | 5,316,000 | 4.88% | ||
| 10 | VANGUARD INDEX FDS | 52,424 | 5,175,000 | 4.75% | ||
| 11 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 52,837 | 4,401,000 | 4.04% | ||
| 12 | ISHARES TR | 44,006 | 3,062,000 | 2.81% | ||
| 13 | ISHARES TR | 60,159 | 2,938,000 | 2.70% | ||
| 14 | VANGUARD INDEX FDS | 21,737 | 2,560,000 | 2.35% | ||
| 15 | SSGA ACTIVE ETF TR BLKSTN GSOSRLN ETF | 53,200 | 2,541,000 | 2.33% | ||
| 16 | ISHARES TR | 95,078 | 2,306,000 | 2.12% | ||
| 17 | ISHARES TR | 14,317 | 1,568,000 | 1.44% | ||
| 18 | VANGUARD BD INDEX FDS | 19,123 | 1,567,000 | 1.44% | ||
| 19 | UBS AG LONDON BRH | 76,314 | 1,458,000 | 1.34% | ||
| 20 | POWERSHARES QQQ TRUST | 8,266 | 841,000 | 0.77% | ||
| 21 | VANGUARD INDEX FDS | 8,081 | 810,000 | 0.74% | ||
| 22 | SPDR SERIES TRUST | 13,505 | 764,000 | 0.70% | ||
| 23 | ISHARES TR | 4,752 | 649,000 | 0.60% | ||
| 24 | VANGUARD SCOTTSDALE FDS | 7,520 | 642,000 | 0.59% | ||
| 25 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 8,126 | 406,000 | 0.37% | ||
| 26 | VANGUARD SPECIALIZED FUNDS | 5,012 | 370,000 | 0.34% | ||
| 27 | VANGUARD INDEX FDS | 3,860 | 296,000 | 0.27% | ||
| 28 | ISHARES TR | 3,970 | 289,000 | 0.27% | ||
| 29 | SPDR SERIES TRUST | 7,916 | 282,000 | 0.26% | ||
| 30 | FIRST TR EXCHANGE TRADED FD | 11,301 | 247,000 | 0.23% | ||
| 31 | ISHARES TR | 3,568 | 205,000 | 0.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001683754-16-000006, filed 2016.10.31).
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.
