| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 150,639 | 13,342,000 | 4.13% | ||
| 2 | ISHARES TR | 113,300 | 12,243,000 | 3.79% | ||
| 3 | VANGUARD INDEX FDS | 111,767 | 10,395,000 | 3.21% | ||
| 4 | APPLE INC | 73,645 | 8,530,000 | 2.64% | ||
| 5 | JPMORGAN CHASE & CO | 90,963 | 7,849,000 | 2.43% | ||
| 6 | BERKSHIRE HATHAWAY INC DEL | 44,058 | 7,181,000 | 2.22% | ||
| 7 | ISHARES TR | 60,831 | 7,129,000 | 2.20% | ||
| 8 | AMAZON COM INC | 9,418 | 7,062,000 | 2.18% | ||
| 9 | MICROSOFT CORP | 111,339 | 6,919,000 | 2.14% | ||
| 10 | AT&T INC | 155,673 | 6,621,000 | 2.05% | ||
| 11 | PEPSICO INC | 63,180 | 6,611,000 | 2.04% | ||
| 12 | EXXON MOBIL CORP | 68,887 | 6,218,000 | 1.92% | ||
| 13 | BRISTOL MYERS SQUIBB CO | 103,916 | 6,073,000 | 1.88% | ||
| 14 | PROCTER AND GAMBLE CO | 71,684 | 6,027,000 | 1.86% | ||
| 15 | ALPHABET INC | 7,510 | 5,952,000 | 1.84% | ||
| 16 | JOHNSON & JOHNSON | 51,050 | 5,882,000 | 1.82% | ||
| 17 | GOLDMAN SACHS GROUP INC | 23,131 | 5,538,000 | 1.71% | ||
| 18 | ISHARES TR | 45,953 | 5,474,000 | 1.69% | ||
| 19 | CITIGROUP INC | 89,772 | 5,335,000 | 1.65% | ||
| 20 | MCDONALDS CORP | 43,724 | 5,322,000 | 1.65% | ||
| 21 | ISHARES | 89,500 | 5,254,000 | 1.62% | ||
| 22 | CHEVRON CORP NEW | 43,023 | 5,063,000 | 1.57% | ||
| 23 | PFIZER INC | 151,275 | 4,914,000 | 1.52% | ||
| 24 | INTERNATIONAL BUSINESS MACHS | 29,068 | 4,825,000 | 1.49% | ||
| 25 | PRUDENTIAL FINL INC | 45,714 | 4,757,000 | 1.47% | ||
| 26 | GENUINE PARTS CO | 49,213 | 4,702,000 | 1.45% | ||
| 27 | MOSAIC CO NEW | 158,661 | 4,654,000 | 1.44% | ||
| 28 | FACEBOOK INC | 39,222 | 4,512,000 | 1.40% | ||
| 29 | QUALCOMM INC | 63,083 | 4,113,000 | 1.27% | ||
| 30 | ISHARES 7-10 YEAR TREASURY BOND ETF | 39,016 | 4,090,000 | 1.26% | ||
| 31 | COMCAST CORP NEW | 58,218 | 4,020,000 | 1.24% | ||
| 32 | ISHARES TR | 85,020 | 4,017,000 | 1.24% | ||
| 33 | HONEYWELL INTL INC | 33,681 | 3,902,000 | 1.21% | ||
| 34 | EOG RES INC | 38,583 | 3,901,000 | 1.21% | ||
| 35 | KRAFT HEINZ CO | 43,400 | 3,790,000 | 1.17% | ||
| 36 | EATON CORP PLC | 54,918 | 3,684,000 | 1.14% | ||
| 37 | EDISON INTL | 49,573 | 3,569,000 | 1.10% | ||
| 38 | VISA INC | 45,410 | 3,543,000 | 1.10% | ||
| 39 | WELLS FARGO & CO NEW | 62,541 | 3,447,000 | 1.07% | ||
| 40 | CHARTER COMM | 11,503 | 3,312,000 | 1.02% | ||
| 41 | MARATHON OIL CORP | 189,975 | 3,289,000 | 1.02% | ||
| 42 | DISNEY WALT CO | 31,306 | 3,263,000 | 1.01% | ||
| 43 | SIMON PROPERTY GROUP | 18,234 | 3,239,000 | 1.00% | ||
| 44 | GENERAL ELECTRIC CO | 101,198 | 3,198,000 | 0.99% | ||
| 45 | CONOCOPHILLIPS | 60,089 | 3,013,000 | 0.93% | ||
| 46 | BOSTON SCIENTIFIC CORP | 138,038 | 2,986,000 | 0.92% | ||
| 47 | UNITED RENTALS | 27,178 | 2,869,000 | 0.89% | ||
| 48 | BORGWARNER INC | 72,129 | 2,845,000 | 0.88% | ||
| 49 | CATERPILLAR INC | 30,123 | 2,794,000 | 0.86% | ||
| 50 | TARGET CORP | 38,174 | 2,758,000 | 0.85% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000036066-17-000002, filed 2017.01.04).
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.
