| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 140,986 | 16,259,000 | 13.95% | ||
| 2 | ISHARES TR | 289,857 | 14,867,000 | 12.75% | ||
| 3 | ISHARES TR | 112,105 | 12,687,000 | 10.88% | ||
| 4 | ISHARES TR | 163,253 | 8,757,000 | 7.51% | ||
| 5 | VANGUARD TAX-MANAGED FDS | 238,662 | 8,721,000 | 7.48% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 240,913 | 8,620,000 | 7.39% | ||
| 7 | ISHARES INC | 198,209 | 8,416,000 | 7.22% | ||
| 8 | ISHARES TR | 57,425 | 6,205,000 | 5.32% | ||
| 9 | SCHWAB U.S. BROAD MARKET ETF | 110,362 | 6,020,000 | 5.16% | ||
| 10 | POWERSHARES ETF TR II | 211,208 | 5,970,000 | 5.12% | ||
| 11 | ISHARES TR | 41,023 | 4,522,000 | 3.88% | ||
| 12 | SCHWAB EMERGING MARKETS EQUITY ETF | 160,803 | 3,497,000 | 3.00% | ||
| 13 | SCHWAB INTERNATIONAL EQUITY ETF | 120,816 | 3,368,000 | 2.89% | ||
| 14 | SCHWAB US TIPS ETF | 44,653 | 2,455,000 | 2.11% | ||
| 15 | FIDELITY | 74,039 | 1,736,000 | 1.49% | ||
| 16 | SCHWAB US AGGREGATE BOND ETF | 24,569 | 1,268,000 | 1.09% | ||
| 17 | VANGUARD INDEX FDS | 14,038 | 1,159,000 | 0.99% | ||
| 18 | ISHARES RUSSELL 1000 ETF | 6,694 | 833,000 | 0.71% | ||
| 19 | SCHWAB U.S. LARGE-CAP ETF | 11,692 | 628,000 | 0.54% | ||
| 20 | SCHWAB U.S. REIT ETF | 14,256 | 586,000 | 0.50% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001696957-17-000002, filed 2017.02.14).
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.
