| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | THERAPEUTICSMD INC | 18,103 | 130,000 | 0.10% | ||
| 2 | COCA COLA CO | 4,742 | 201,000 | 0.15% | ||
| 3 | ISHARES TR | 1,740 | 205,000 | 0.15% | ||
| 4 | ISHARES COHEN & STEERS REIT ETF | 2,610 | 260,000 | 0.19% | ||
| 5 | AMERICAN TOWER CORP NEW | 2,614 | 318,000 | 0.23% | ||
| 6 | ISHARES TR | 2,957 | 321,000 | 0.24% | ||
| 7 | SBA COMMUNICATIONS CORP NEW | 2,681 | 323,000 | 0.24% | ||
| 8 | AT&T INC | 7,957 | 331,000 | 0.24% | ||
| 9 | ISHARES TR | 13,920 | 358,000 | 0.26% | ||
| 10 | QUALCOMM INC | 6,291 | 361,000 | 0.27% | ||
| 11 | MERCK & CO INC | 6,062 | 385,000 | 0.28% | ||
| 12 | ISHARES TR | 5,025 | 430,000 | 0.32% | ||
| 13 | VANGUARD INTL EQUITY INDEX F | 9,290 | 444,000 | 0.33% | ||
| 14 | VANGUARD INDEX FDS | 3,711 | 450,000 | 0.33% | ||
| 15 | HOME DEPOT INC | 3,083 | 453,000 | 0.33% | ||
| 16 | TEVA PHARMACEUTICAL INDS LTD | 14,700 | 472,000 | 0.35% | ||
| 17 | POWERSHARES QQQ TRUST | 3,623 | 480,000 | 0.35% | ||
| 18 | ISHARES TR | 20,404 | 523,000 | 0.39% | ||
| 19 | SCHWAB US AGGREGATE BOND ETF | 11,481 | 595,000 | 0.44% | ||
| 20 | EXXON MOBIL CORP | 7,518 | 617,000 | 0.46% | ||
| 21 | ISHARES TR | 6,503 | 709,000 | 0.52% | ||
| 22 | ISHARES RUSSELL 1000 ETF | 5,670 | 744,000 | 0.55% | ||
| 23 | APPLE INC | 5,291 | 760,000 | 0.56% | ||
| 24 | VANGUARD BD INDEX FDS | 11,548 | 936,000 | 0.69% | ||
| 25 | ISHARES TR | 16,601 | 962,000 | 0.71% | ||
| 26 | VANGUARD BD INDEX FDS | 12,244 | 976,000 | 0.72% | ||
| 27 | SCHWAB U.S. SMALL-CAP ETF | 16,175 | 1,019,000 | 0.75% | ||
| 28 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 17,084 | 1,033,000 | 0.76% | ||
| 29 | SPDR S&P 600 SMALL CAP VALUE ETF | 9,039 | 1,067,000 | 0.79% | ||
| 30 | ISHARES TR | 8,120 | 1,116,000 | 0.82% | ||
| 31 | SCHWAB U.S. REIT ETF | 27,907 | 1,138,000 | 0.84% | ||
| 32 | ISHARES TR | 11,144 | 1,159,000 | 0.86% | ||
| 33 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 37,867 | 1,186,000 | 0.88% | ||
| 34 | VANGUARD INDEX FDS | 9,451 | 1,260,000 | 0.93% | ||
| 35 | ISHARES INC | 28,749 | 1,374,000 | 1.02% | ||
| 36 | SCHWAB EMERGING MARKETS EQUITY ETF | 69,865 | 1,675,000 | 1.24% | ||
| 37 | SPDR INDEX SHS FDS | 53,546 | 1,688,000 | 1.25% | ||
| 38 | SCHWAB U.S. LARGE-CAP VALUE ETF | 35,965 | 1,787,000 | 1.32% | ||
| 39 | VANGUARD INDEX FDS | 14,983 | 1,823,000 | 1.35% | ||
| 40 | ISHARES TR | 72,000 | 1,832,000 | 1.35% | ||
| 41 | SCHWAB INTERNATIONAL EQUITY ETF | 63,218 | 1,888,000 | 1.39% | ||
| 42 | ISHARES TR | 30,400 | 2,102,000 | 1.55% | ||
| 43 | SPDR SER TR | 45,861 | 2,222,000 | 1.64% | ||
| 44 | ISHARES RUSSELL 2000 VALUE ETF | 19,037 | 2,249,000 | 1.66% | ||
| 45 | ISHARES TR | 36,689 | 2,285,000 | 1.69% | ||
| 46 | SCHWAB U.S. LARGE-CAP ETF | 44,501 | 2,504,000 | 1.85% | ||
| 47 | ISHARES TR | 19,218 | 2,665,000 | 1.97% | ||
| 48 | VANGUARD INTL EQUITY INDEX F | 50,068 | 2,667,000 | 1.97% | ||
| 49 | SPDR INDEX SHS FDS | 76,367 | 2,856,000 | 2.11% | ||
| 50 | ISHARES TR | 27,014 | 3,074,000 | 2.27% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-17-000042, filed 2017.04.13).
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.
