| # | % | |||||
|---|---|---|---|---|---|---|
| 401 | ISHARES TR | 29,901 | 3,498,000 | 3.26% | ||
| 402 | ISHARES TR | 23,428 | 3,568,000 | 3.32% | ||
| 403 | ISHARES TR | 83,279 | 3,640,000 | 3.39% | ||
| 404 | SCHWAB U.S. MID-CAP ETF | 86,484 | 3,763,000 | 3.51% | ||
| 405 | VANGUARD SCOTTSDALE FDS | 47,072 | 3,769,000 | 3.51% | ||
| 406 | ISHARES TR | 23,619 | 4,184,000 | 3.90% | ||
| 407 | ISHARES TRUST US HLTHCR PR ETF | 30,357 | 4,206,000 | 3.92% | ||
| 408 | ISHARES TR | 11,728 | 4,281,000 | 3.99% | ||
| 409 | SCHWAB U.S. LARGE-CAP ETF | 93,328 | 4,720,000 | 4.40% | ||
| 410 | ISHARES TR | 54,968 | 6,061,000 | 5.65% | ||
| 411 | GENERAL ELECTRIC CO | 235,119 | 6,411,000 | 5.97% | ||
| 412 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 153,147 | 8,372,000 | 7.80% | ||
| 413 | SCHWAB SHORT-TERM US TREASURY ETF | 410,816 | 20,848,000 | 19.43% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-18-000453, filed 2018.06.27).
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.
