| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 64,814 | 14,583,000 | 11.19% | ||
| 2 | VANGUARD INDEX FDS | 162,889 | 13,443,000 | 10.31% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 284,029 | 10,378,000 | 7.96% | ||
| 4 | ISHARES TR | 125,716 | 5,940,000 | 4.56% | ||
| 5 | ISHARES MSCI EAFE SMALL CAP IDX FD | 106,485 | 5,307,000 | 4.07% | ||
| 6 | VANGUARD SCOTTSDALE FDS | 55,868 | 4,434,000 | 3.40% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 123,750 | 4,428,000 | 3.40% | ||
| 8 | ISHARES TR | 37,755 | 4,230,000 | 3.25% | ||
| 9 | VANGUARD INDEX FDS | 31,159 | 3,770,000 | 2.89% | ||
| 10 | VANGUARD INDEX FDS | 40,186 | 3,738,000 | 2.87% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 37,267 | 3,504,000 | 2.69% | ||
| 12 | VANGUARD INDEX FDS | 31,172 | 3,191,000 | 2.45% | ||
| 13 | SPDR INDEX SHS FDS | 79,943 | 2,884,000 | 2.21% | ||
| 14 | ISHARES TR | 20,347 | 2,849,000 | 2.19% | ||
| 15 | ISHARES TR | 26,401 | 2,769,000 | 2.12% | ||
| 16 | ISHARES RUSSELL 2000 VALUE ETF | 19,776 | 2,352,000 | 1.80% | ||
| 17 | VANGUARD INTL EQUITY INDEX F | 46,707 | 2,315,000 | 1.78% | ||
| 18 | SCHWAB U.S. LARGE-CAP ETF | 43,273 | 2,305,000 | 1.77% | ||
| 19 | ISHARES TR | 37,806 | 2,183,000 | 1.67% | ||
| 20 | ISHARES TR | 15,433 | 2,122,000 | 1.63% | ||
| 21 | SPDR SER TR | 42,722 | 2,048,000 | 1.57% | ||
| 22 | SCHWAB INTERNATIONAL EQUITY ETF | 71,916 | 1,991,000 | 1.53% | ||
| 23 | ISHARES TR | 75,306 | 1,913,000 | 1.47% | ||
| 24 | SCHWAB U.S. LARGE-CAP VALUE ETF | 37,076 | 1,783,000 | 1.37% | ||
| 25 | VANGUARD INDEX FDS | 14,927 | 1,664,000 | 1.28% | ||
| 26 | SPDR INDEX SHS FDS | 54,469 | 1,580,000 | 1.21% | ||
| 27 | SCHWAB EMERGING MARKETS EQUITY ETF | 72,843 | 1,570,000 | 1.20% | ||
| 28 | VANGUARD INDEX FDS | 10,040 | 1,295,000 | 0.99% | ||
| 29 | SCHWAB U.S. REIT ETF | 29,769 | 1,222,000 | 0.94% | ||
| 30 | ISHARES TR | 11,168 | 1,132,000 | 0.87% | ||
| 31 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 38,642 | 1,124,000 | 0.86% | ||
| 32 | ISHARES INC | 26,381 | 1,120,000 | 0.86% | ||
| 33 | ISHARES TR | 8,160 | 1,100,000 | 0.84% | ||
| 34 | SCHWAB U.S. SMALL-CAP ETF | 16,830 | 1,035,000 | 0.79% | ||
| 35 | SPDR S&P 600 SMALL CAP VALUE ETF | 8,606 | 1,024,000 | 0.79% | ||
| 36 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 18,014 | 1,006,000 | 0.77% | ||
| 37 | VANGUARD BD INDEX FDS | 11,871 | 943,000 | 0.72% | ||
| 38 | ISHARES TR | 16,797 | 901,000 | 0.69% | ||
| 39 | VANGUARD BD INDEX FDS | 9,630 | 778,000 | 0.60% | ||
| 40 | ISHARES RUSSELL 1000 ETF | 5,749 | 716,000 | 0.55% | ||
| 41 | EXXON MOBIL CORP | 7,517 | 679,000 | 0.52% | ||
| 42 | ISHARES TR | 5,907 | 639,000 | 0.49% | ||
| 43 | APPLE INC | 5,510 | 638,000 | 0.49% | ||
| 44 | SCHWAB US AGGREGATE BOND ETF | 11,561 | 595,000 | 0.46% | ||
| 45 | TEVA PHARMACEUTICAL INDS LTD | 14,700 | 533,000 | 0.41% | ||
| 46 | ISHARES TR | 20,404 | 516,000 | 0.40% | ||
| 47 | ISHARES TR | 5,025 | 431,000 | 0.33% | ||
| 48 | POWERSHARES QQQ TRUST | 3,623 | 429,000 | 0.33% | ||
| 49 | VANGUARD INDEX FDS | 3,696 | 426,000 | 0.33% | ||
| 50 | VANGUARD INTL EQUITY INDEX F | 9,395 | 415,000 | 0.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-17-000028, filed 2017.02.07).
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.
