| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ISHARES TR | 40,494 | 2,338,000 | 1.21% | ||
| 52 | SPDR SER TR | 32,620 | 2,791,000 | 1.44% | ||
| 53 | SCHWAB U.S. MID-CAP ETF | 67,506 | 3,048,000 | 1.57% | ||
| 54 | WISDOMTREE TR | 41,875 | 3,464,000 | 1.79% | ||
| 55 | ISHARES TR | 33,553 | 3,875,000 | 2.00% | ||
| 56 | SCHWAB US DIVIDEND EQUITY ETF | 93,734 | 4,084,000 | 2.11% | ||
| 57 | SCHWAB US AGGREGATE BOND ETF | 96,931 | 4,992,000 | 2.58% | ||
| 58 | WISDOMTREE TR | 184,257 | 5,154,000 | 2.66% | ||
| 59 | SPDR SER TR | 119,254 | 5,717,000 | 2.95% | ||
| 60 | VANECK VECTORS ETF TR | 263,075 | 6,101,000 | 3.15% | ||
| 61 | SCHWAB INTERNATIONAL EQUITY ETF | 313,747 | 8,685,000 | 4.48% | ||
| 62 | VANGUARD BD INDEX FDS | 125,051 | 10,388,000 | 5.36% | ||
| 63 | VANGUARD INDEX FDS | 51,432 | 10,559,000 | 5.45% | ||
| 64 | SCHWAB U.S. SMALL-CAP ETF | 180,515 | 11,098,000 | 5.73% | ||
| 65 | ISHARES TR | 294,708 | 13,327,000 | 6.88% | ||
| 66 | POWERSHARES QQQ TRUST | 160,917 | 19,065,000 | 9.84% | ||
| 67 | SCHWAB U.S. LARGE-CAP ETF | 666,380 | 35,491,000 | 18.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001744073-18-000009, filed 2018.07.19).
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.