| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 13,896,264 | 1,576,253,000 | 10.72% | ||
| 2 | VANGUARD BD INDEX FDS | 16,088,800 | 1,284,691,000 | 8.74% | ||
| 3 | ISHARES TR | 14,821,069 | 1,246,304,000 | 8.48% | ||
| 4 | ISHARES TR | 6,408,385 | 746,128,000 | 5.07% | ||
| 5 | ISHARES TR | 5,893,104 | 701,397,000 | 4.77% | ||
| 6 | ISHARES TR | 11,454,237 | 662,514,000 | 4.51% | ||
| 7 | ISHARES TR | 4,591,160 | 545,752,000 | 3.71% | ||
| 8 | ISHARES TR | 4,690,841 | 506,939,000 | 3.45% | ||
| 9 | SPDR DOW JONES REIT ETF | 4,967,463 | 461,875,000 | 3.14% | ||
| 10 | ISHARES TR | 6,960,770 | 453,843,000 | 3.09% | ||
| 11 | ISHARES TR | 3,325,004 | 364,121,000 | 2.48% | ||
| 12 | ISHARES TR | 1,641,613 | 315,370,000 | 2.14% | ||
| 13 | VANGUARD INDEX FDS | 3,103,259 | 299,651,000 | 2.04% | ||
| 14 | ISHARES TR | 3,009,535 | 266,012,000 | 1.81% | ||
| 15 | VANGUARD INDEX FDS | 2,017,571 | 256,312,000 | 1.74% | ||
| 16 | FLEXSHARES QUALITY DIVIDEND INDEX FUND | 6,088,037 | 250,097,000 | 1.70% | ||
| 17 | VANGUARD INDEX FDS | 1,661,430 | 236,787,000 | 1.61% | ||
| 18 | ISHARES TR | 1,316,450 | 222,178,000 | 1.51% | ||
| 19 | VANGUARD INDEX FDS | 2,089,329 | 214,929,000 | 1.46% | ||
| 20 | SPDR S&P 500 ETF TR | 815,265 | 197,131,000 | 1.34% | ||
| 21 | PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND | 3,728,345 | 194,508,000 | 1.32% | ||
| 22 | VANGUARD TAX-MANAGED FDS | 4,704,696 | 194,398,000 | 1.32% | ||
| 23 | ISHARES TR | 1,318,164 | 178,308,000 | 1.21% | ||
| 24 | VANGUARD INDEX FDS | 1,265,035 | 171,463,000 | 1.17% | ||
| 25 | ISHARES TR | 1,010,487 | 142,398,000 | 0.97% | ||
| 26 | VANGUARD INDEX FDS | 1,697,836 | 141,311,000 | 0.96% | ||
| 27 | ISHARES TR | 731,159 | 127,185,000 | 0.86% | ||
| 28 | APPLE INC | 578,400 | 83,301,000 | 0.57% | ||
| 29 | ALPS ETF TR | 6,847,931 | 81,901,000 | 0.56% | ||
| 30 | ISHARES TR | 1,927,793 | 79,792,000 | 0.54% | ||
| 31 | ISHARES TR | 313,688 | 76,355,000 | 0.52% | ||
| 32 | VANGUARD INTL EQUITY INDEX F | 1,852,127 | 75,622,000 | 0.51% | ||
| 33 | ISHARES TR | 1,056,528 | 64,332,000 | 0.44% | ||
| 34 | VANGUARD INDEX FDS | 480,928 | 59,111,000 | 0.40% | ||
| 35 | JPMORGAN CHASE & CO | 532,390 | 48,661,000 | 0.33% | ||
| 36 | JOHNSON & JOHNSON | 360,937 | 47,749,000 | 0.32% | ||
| 37 | BERKSHIRE HATHAWAY INC DEL | 274,694 | 46,525,000 | 0.32% | ||
| 38 | ISHARES TR | 455,714 | 46,082,000 | 0.31% | ||
| 39 | SPDR MSCI ACWI EX-US | 1,271,113 | 45,328,000 | 0.31% | ||
| 40 | EXXON MOBIL CORP | 548,179 | 44,255,000 | 0.30% | ||
| 41 | SPDR SER TR | 761,904 | 42,796,000 | 0.29% | ||
| 42 | VANGUARD INDEX FDS | 356,728 | 41,980,000 | 0.29% | ||
| 43 | PEPSICO INC | 342,284 | 39,531,000 | 0.27% | ||
| 44 | GENERAL ELECTRIC CO | 1,377,298 | 37,201,000 | 0.25% | ||
| 45 | ALPHABET INC | 39,608 | 36,823,000 | 0.25% | ||
| 46 | ISHARES TR | 252,724 | 36,397,000 | 0.25% | ||
| 47 | ALPHABET INC | 39,945 | 36,299,000 | 0.25% | ||
| 48 | COMCAST CORP NEW | 831,810 | 32,374,000 | 0.22% | ||
| 49 | VANGUARD INDEX FDS | 203,681 | 29,682,000 | 0.20% | ||
| 50 | WELLS FARGO CO NEW | 522,882 | 28,973,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000930413-17-002898, filed 2017.08.11).
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.
