| # | % | |||||
|---|---|---|---|---|---|---|
| 2251 | VANGUARD TAX-MANAGED FDS | 4,508,361 | 159,416,000 | 1.35% | ||
| 2252 | SPDR S&P 500 ETF TR | 773,145 | 161,955,000 | 1.38% | ||
| 2253 | JOHNSON & JOHNSON | 1,438,150 | 174,448,000 | 1.48% | ||
| 2254 | ISHARES TR | 3,129,585 | 174,694,000 | 1.48% | ||
| 2255 | ISHARES TR | 881,420 | 185,539,000 | 1.58% | ||
| 2256 | GENERAL ELECTRIC CO | 6,103,039 | 192,124,000 | 1.63% | ||
| 2257 | EXXON MOBIL CORP | 2,305,525 | 216,120,000 | 1.84% | ||
| 2258 | APPLE INC | 2,336,553 | 223,374,000 | 1.90% | ||
| 2259 | UBS AG JERSEY BRH | 11,207,948 | 316,860,000 | 2.69% | ||
| 2260 | VANGUARD INDEX FDS | 5,006,521 | 443,929,000 | 3.77% | ||
| 2261 | PROCTER AND GAMBLE CO | 5,851,225 | 495,423,000 | 4.21% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-019373, filed 2016.08.11).
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.
