| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 2,561 | 268,000 | 0.21% | ||
| 2 | SCHWAB U.S. REIT ETF | 13,865 | 565,000 | 0.45% | ||
| 3 | SCHWAB U.S. LARGE-CAP ETF | 11,821 | 665,000 | 0.53% | ||
| 4 | ISHARES RUSSELL 1000 ETF | 5,913 | 778,000 | 0.62% | ||
| 5 | VANGUARD INDEX FDS | 14,658 | 1,204,000 | 0.96% | ||
| 6 | SCHWAB US AGGREGATE BOND ETF | 24,929 | 1,291,000 | 1.03% | ||
| 7 | FIDELITY | 72,147 | 1,712,000 | 1.36% | ||
| 8 | SCHWAB US TIPS ETF | 45,133 | 2,506,000 | 1.99% | ||
| 9 | SCHWAB INTERNATIONAL EQUITY ETF | 124,328 | 3,714,000 | 2.96% | ||
| 10 | SCHWAB EMERGING MARKETS EQUITY ETF | 161,627 | 3,874,000 | 3.08% | ||
| 11 | ISHARES TR | 40,340 | 4,593,000 | 3.66% | ||
| 12 | ISHARES TR | 56,182 | 6,091,000 | 4.85% | ||
| 13 | SCHWAB U.S. BROAD MARKET ETF | 113,405 | 6,471,000 | 5.15% | ||
| 14 | POWERSHARES ETF TR II | 226,203 | 6,575,000 | 5.23% | ||
| 15 | ISHARES TR | 163,324 | 9,476,000 | 7.54% | ||
| 16 | ISHARES INC | 197,139 | 9,483,000 | 7.55% | ||
| 17 | VANGUARD TAX-MANAGED FDS | 253,126 | 9,963,000 | 7.93% | ||
| 18 | VANGUARD INTL EQUITY INDEX F | 250,142 | 10,011,000 | 7.97% | ||
| 19 | ISHARES TR | 115,462 | 13,198,000 | 10.50% | ||
| 20 | ISHARES TR | 283,005 | 15,319,000 | 12.19% | ||
| 21 | VANGUARD INDEX FDS | 147,329 | 17,905,000 | 14.25% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001696957-17-000004, filed 2017.04.28).
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.
