| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KIMBERLY CLARK CORP | 1,608 | 204,000 | 0.17% | ||
| 2 | VANGUARD INDEX FDS | 3,000 | 244,000 | 0.20% | ||
| 3 | BERKSHIRE HATHAWAY INC DEL | 1 | 255,000 | 0.21% | ||
| 4 | ISHARES TR | 3,800 | 264,000 | 0.22% | ||
| 5 | CBS CORP NEW | 5,088 | 324,000 | 0.27% | ||
| 6 | ISHARES TR | 1,900 | 330,000 | 0.28% | ||
| 7 | PEPSICO INC | 3,756 | 429,000 | 0.36% | ||
| 8 | ISHARES TR | 3,903 | 743,000 | 0.62% | ||
| 9 | ISHARES TR | 25,772 | 1,170,000 | 0.98% | ||
| 10 | VANGUARD SCOTTSDALE FDS | 11,403 | 1,268,000 | 1.06% | ||
| 11 | ISHARES TR | 6,275 | 1,531,000 | 1.28% | ||
| 12 | VANGUARD BD INDEX FDS | 35,332 | 2,876,000 | 2.41% | ||
| 13 | ISHARES TR | 109,175 | 9,078,000 | 7.61% | ||
| 14 | FIRST TR SML CP CORE ALPHA F | 167,268 | 9,250,000 | 7.76% | ||
| 15 | ISHARES TR | 247,128 | 12,794,000 | 10.73% | ||
| 16 | VANGUARD BD INDEX FDS | 167,942 | 14,120,000 | 11.84% | ||
| 17 | VANGUARD SCOTTSDALE FDS | 125,042 | 15,292,000 | 12.82% | ||
| 18 | Vanguard Russell 1000 Value | 199,621 | 20,162,000 | 16.91% | ||
| 19 | VANGUARD BD INDEX FDS | 362,790 | 28,927,000 | 24.26% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-001581, filed 2017.07.28).
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.
