| # | % | |||||
|---|---|---|---|---|---|---|
| 501 | DISNEY WALT CO | 122,241 | 12,493,000 | 1.21% | ||
| 502 | PFIZER INC | 399,587 | 12,551,000 | 1.21% | ||
| 503 | JPMORGAN CHASE & CO | 212,312 | 12,945,000 | 1.25% | ||
| 504 | WELLS FARGO & CO NEW | 257,864 | 13,241,000 | 1.28% | ||
| 505 | JOHNSON & JOHNSON | 148,711 | 13,882,000 | 1.34% | ||
| 506 | FACEBOOK INC | 162,368 | 14,597,000 | 1.41% | ||
| 507 | UBS AG JERSEY BRH | 664,402 | 17,979,000 | 1.74% | ||
| 508 | SPDR S&P 500 ETF TR | 96,288 | 18,452,000 | 1.78% | ||
| 509 | EXXON MOBIL CORP | 282,752 | 21,023,000 | 2.03% | ||
| 510 | SPDR S&P MIDCAP 400 ETF TR | 90,902 | 22,624,000 | 2.19% | ||
| 511 | ISHARES TR | 433,974 | 24,875,000 | 2.40% | ||
| 512 | APPLE INC | 289,504 | 31,933,000 | 3.08% | ||
| 513 | ISHARES TR | 213,246 | 41,095,000 | 3.97% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-010436, filed 2015.10.23).
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.
