| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 173,238 | 18,808,000 | 13.89% | ||
| 2 | VANGUARD WORLD FD | 139,302 | 12,459,000 | 9.20% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 265,535 | 12,108,000 | 8.94% | ||
| 4 | VANGUARD INDEX FDS | 119,840 | 11,713,000 | 8.65% | ||
| 5 | VANGUARD BD INDEX FDS | 127,044 | 10,606,000 | 7.83% | ||
| 6 | VANGUARD CHARLOTTE FDS | 131,778 | 7,133,000 | 5.27% | ||
| 7 | VANGUARD INDEX FDS | 58,663 | 6,878,000 | 5.08% | ||
| 8 | ISHARES TR | 56,905 | 6,429,000 | 4.75% | ||
| 9 | SPDR INDEX SHS FDS | 134,903 | 6,329,000 | 4.67% | ||
| 10 | VANGUARD SCOTTSDALE FDS | 112,620 | 5,911,000 | 4.37% | ||
| 11 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 62,979 | 5,496,000 | 4.06% | ||
| 12 | ISHARES TR | 78,631 | 4,090,000 | 3.02% | ||
| 13 | ISHARES TR | 133,414 | 3,893,000 | 2.88% | ||
| 14 | VANGUARD INDEX FDS | 27,631 | 3,759,000 | 2.78% | ||
| 15 | ISHARES TR | 42,947 | 3,513,000 | 2.59% | ||
| 16 | SSGA ACTIVE ETF TR BLKSTN GSOSRLN ETF | 68,155 | 3,241,000 | 2.39% | ||
| 17 | VANGUARD BD INDEX FDS | 22,521 | 1,828,000 | 1.35% | ||
| 18 | ISHARES TR | 15,247 | 1,661,000 | 1.23% | ||
| 19 | ISHARES TR | 8,085 | 1,359,000 | 1.00% | ||
| 20 | VANGUARD INDEX FDS | 11,088 | 1,268,000 | 0.94% | ||
| 21 | POWERSHARES QQQ TRUST | 7,392 | 909,000 | 0.67% | ||
| 22 | UBS AG LONDON BRH | 42,986 | 864,000 | 0.64% | ||
| 23 | SPDR SERIES TRUST | 14,605 | 827,000 | 0.61% | ||
| 24 | VANGUARD SCOTTSDALE FDS | 8,791 | 757,000 | 0.56% | ||
| 25 | VANGUARD INDEX FDS | 6,356 | 596,000 | 0.44% | ||
| 26 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 10,264 | 590,000 | 0.44% | ||
| 27 | VANGUARD SPECIALIZED FUNDS | 4,837 | 416,000 | 0.31% | ||
| 28 | CLAYMORE EXCHANGE TRD FD TR | 17,604 | 398,000 | 0.29% | ||
| 29 | ISHARES TR | 4,038 | 359,000 | 0.27% | ||
| 30 | SPDR SERIES TRUST | 8,937 | 329,000 | 0.24% | ||
| 31 | ISHARES TR | 4,808 | 251,000 | 0.19% | ||
| 32 | ISHARES TR | 3,564 | 211,000 | 0.16% | ||
| 33 | ISHARES TR | 1,526 | 211,000 | 0.16% | ||
| 34 | ISHARES TR | 1,515 | 206,000 | 0.15% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001683754-17-000001, 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.
