| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P MIDCAP 400 ETF TR | 1,000 | 302,000 | 0.15% | ||
| 2 | 8X8 INC NEW COM | 21,760 | 311,000 | 0.15% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 7,189 | 318,000 | 0.16% | ||
| 4 | ALPHABET INC | 415 | 320,000 | 0.16% | ||
| 5 | ISHARES TR | 5,672 | 327,000 | 0.16% | ||
| 6 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 11,374 | 331,000 | 0.16% | ||
| 7 | ALPHABET INC | 436 | 346,000 | 0.17% | ||
| 8 | GILEAD SCIENCES INC | 4,887 | 350,000 | 0.17% | ||
| 9 | VANGUARD BD INDEX FDS | 4,355 | 352,000 | 0.17% | ||
| 10 | ISHARES TR | 14,277 | 422,000 | 0.21% | ||
| 11 | ISHARES TR | 9,311 | 468,000 | 0.23% | ||
| 12 | ISHARES TR | 18,553 | 488,000 | 0.24% | ||
| 13 | GIGAMON INC | 11,679 | 532,000 | 0.26% | ||
| 14 | ISHARES TR | 3,818 | 535,000 | 0.26% | ||
| 15 | DOLBY LABORATORIES INC | 11,956 | 540,000 | 0.26% | ||
| 16 | SCHWAB U.S. BROAD MARKET ETF | 10,482 | 568,000 | 0.28% | ||
| 17 | VANGUARD TAX-MANAGED FDS | 17,752 | 649,000 | 0.32% | ||
| 18 | VANGUARD INDEX FDS | 8,780 | 725,000 | 0.36% | ||
| 19 | SPLUNK INC | 15,004 | 767,000 | 0.38% | ||
| 20 | VANGUARD INDEX FDS | 7,168 | 924,000 | 0.45% | ||
| 21 | ISHARES TR | 9,585 | 972,000 | 0.48% | ||
| 22 | SPDR S&P 600 SMALL CAP VALUE ETF | 8,506 | 1,012,000 | 0.50% | ||
| 23 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL INTL | 41,640 | 1,045,000 | 0.51% | ||
| 24 | ISHARES TR | 10,840 | 1,138,000 | 0.56% | ||
| 25 | VANGUARD INDEX FDS | 11,167 | 1,143,000 | 0.56% | ||
| 26 | SCHWAB U.S. LARGE-CAP VALUE ETF | 25,345 | 1,219,000 | 0.60% | ||
| 27 | VANGUARD INDEX FDS | 11,413 | 1,316,000 | 0.65% | ||
| 28 | APPLE INC | 14,779 | 1,712,000 | 0.84% | ||
| 29 | VANGUARD INTL EQUITY INDEX F | 54,366 | 1,945,000 | 0.95% | ||
| 30 | SPDR S&P 500 ETF TR | 11,708 | 2,617,000 | 1.28% | ||
| 31 | ISHARES TR | 55,982 | 3,002,000 | 1.47% | ||
| 32 | ISHARES TR | 42,221 | 3,248,000 | 1.59% | ||
| 33 | ISHARES TR | 35,622 | 4,031,000 | 1.98% | ||
| 34 | SCHWAB US TIPS ETF | 75,889 | 4,162,000 | 2.04% | ||
| 35 | ISHARES INC | 101,481 | 4,308,000 | 2.11% | ||
| 36 | SPDR INDEX SHS FDS | 120,228 | 4,338,000 | 2.13% | ||
| 37 | SCHWAB U.S. REIT ETF | 110,606 | 4,539,000 | 2.23% | ||
| 38 | ISHARES TR | 35,855 | 4,931,000 | 2.42% | ||
| 39 | POWERSHARES ETF TR II | 203,307 | 5,745,000 | 2.82% | ||
| 40 | ISHARES TR | 26,203 | 5,895,000 | 2.89% | ||
| 41 | ISHARES TR | 57,202 | 6,305,000 | 3.09% | ||
| 42 | SCHWAB INTERNATIONAL EQUITY ETF | 233,152 | 6,454,000 | 3.17% | ||
| 43 | SCHWAB EMERGING MARKETS EQUITY ETF | 327,694 | 7,065,000 | 3.47% | ||
| 44 | VANGUARD CHARLOTTE FDS | 139,524 | 7,575,000 | 3.72% | ||
| 45 | SCHWAB U.S. SMALL-CAP ETF | 124,531 | 7,656,000 | 3.76% | ||
| 46 | SCHWAB US AGGREGATE BOND ETF | 197,707 | 10,182,000 | 5.00% | ||
| 47 | VANGUARD INTL EQUITY INDEX F | 114,033 | 10,722,000 | 5.26% | ||
| 48 | SCHWAB U.S. LARGE-CAP ETF | 234,290 | 12,478,000 | 6.12% | ||
| 49 | ISHARES TR | 119,168 | 12,877,000 | 6.32% | ||
| 50 | POWERSHARES ETF TRUST II | 791,237 | 18,483,000 | 9.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000230, filed 2017.04.18).
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.
