Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHANDLER ASSET MANAGEMENT | 33-0570869 | — | NONE | $140K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PROGRAMS ADMINISTRATION | 13-2501278 | — | NONE | $181K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF | Other securities | 420,000 | $32.6M | $30.2M | 29.3% | |
| iShares Core S&P Mid-Cap ETF | Other securities | 235,000 | $9.3M | $14.6M | 14.2% | |
| Vanguard Small-Cap ETF | Other securities | 44,000 | $6.5M | $10.6M | 10.2% | |
| Fidelity 500 Index Fund | Other securities | 41,340 | $3.1M | $8.4M | 8.2% | |
| Vanguard FTSE Developed Markets ETF | Other securities | 154,000 | $6.4M | $7.4M | 7.1% | |
| iShares Core S&P 500 ETF | Other securities | 12,000 | $3.5M | $7.1M | 6.8% | |
| Vanguard Real Estate ETF | Other securities | 60,000 | $4.6M | $5.3M | 5.2% | |
| SPDR Bloomberg High Yield Bond ETF | Other securities | 54,900 | $5.7M | $5.2M | 5.1% | |
| Vanguard FTSE Emerging Markets ETF | Other securities | 115,000 | $4.6M | $5.1M | 4.9% | |
| Fidelity International Index Fund | Other securities | 50,446 | $1.8M | $2.4M | 2.3% | |
| Vanguard Total International Bond ETF | Other securities | 40,000 | $2.2M | $2.0M | 1.9% | |
| Vanguard Global Ex-U.S. Real Estate ETF | Other securities | 44,010 | $1.8M | $1.7M | 1.7% | |
| iShares Core U.S. Aggregate Bond ETF | Other securities | 12,117 | $1.3M | $1.2M | 1.1% | |
| Vanguard Mid-Cap ETF | Other securities | 4,100 | $326K | $1.1M | 1.0% | |
| Visa Inc Callable Note | Common Stock | 425,000 | $437K | $420K | 0.4% | |
| Charles Schwab & Company Bank | Other securities | 294,834 | $295K | $295K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WAGNER LAW GROUP |
| 04-3323315 |
| — |
| NONE |
| $57K |
| — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $38K | — |
| FOSTER + FOSTER | 59-1921114 | — | NONE | $11K | — |
