| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 48,918,682 | 4,337,619,000 | 1.68% | ||
| 2 | SPDR S&P 500 ETF TR | 19,173,718 | 4,016,415,000 | 1.56% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 94,731,718 | 3,349,713,000 | 1.30% | ||
| 4 | APPLE INC | 34,529,935 | 3,301,062,000 | 1.28% | ||
| 5 | MICROSOFT CORP | 59,252,830 | 3,031,966,000 | 1.17% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 82,655,242 | 2,911,942,000 | 1.13% | ||
| 7 | JOHNSON & JOHNSON | 19,736,677 | 2,394,058,000 | 0.93% | ||
| 8 | ISHARES TR | 14,298,577 | 2,136,065,000 | 0.83% | ||
| 9 | ISHARES TR | 10,118,575 | 2,129,960,000 | 0.83% | ||
| 10 | EXXON MOBIL CORP | 21,954,324 | 2,058,000,000 | 0.80% | ||
| 11 | FACEBOOK INC | 17,046,131 | 1,948,032,000 | 0.75% | ||
| 12 | AMAZON COM INC | 2,565,142 | 1,835,667,000 | 0.71% | ||
| 13 | GENERAL ELECTRIC CO | 57,485,751 | 1,809,652,000 | 0.70% | ||
| 14 | AT&T INC | 39,565,997 | 1,709,648,000 | 0.66% | ||
| 15 | PROCTER AND GAMBLE CO | 20,100,455 | 1,701,904,000 | 0.66% | ||
| 16 | HOME DEPOT INC | 13,260,803 | 1,693,271,000 | 0.66% | ||
| 17 | ISHARES TR | 14,357,034 | 1,668,430,000 | 0.65% | ||
| 18 | SPDR INDEX SHS FDS | 39,421,927 | 1,634,071,000 | 0.63% | ||
| 19 | ALPHABET INC | 2,317,099 | 1,630,149,000 | 0.63% | ||
| 20 | JPMORGAN CHASE & CO | 24,719,725 | 1,536,084,000 | 0.60% | ||
| 21 | ISHARES TR | 27,277,523 | 1,522,633,000 | 0.59% | ||
| 22 | ISHARES TR | 12,255,981 | 1,504,238,000 | 0.58% | ||
| 23 | CHEVRON CORP NEW | 13,988,060 | 1,466,367,000 | 0.57% | ||
| 24 | ALPHABET INC | 2,075,541 | 1,436,482,000 | 0.56% | ||
| 25 | VISA INC | 18,976,756 | 1,407,506,000 | 0.55% | ||
| 26 | ISHARES TR | 11,984,370 | 1,377,963,000 | 0.53% | ||
| 27 | VANGUARD BD INDEX FDS | 16,134,504 | 1,360,139,000 | 0.53% | ||
| 28 | CISCO SYS INC | 47,129,235 | 1,352,137,000 | 0.52% | ||
| 29 | PEPSICO INC | 12,219,394 | 1,294,522,000 | 0.50% | ||
| 30 | VERIZON COMMUNICATIONS INC | 23,088,361 | 1,289,253,000 | 0.50% | ||
| 31 | DISNEY WALT CO | 13,130,423 | 1,284,416,000 | 0.50% | ||
| 32 | 3M CO | 7,124,084 | 1,247,568,000 | 0.48% | ||
| 33 | MEDTRONIC PLC | 13,601,722 | 1,180,223,000 | 0.46% | ||
| 34 | ISHARES TR | 6,859,090 | 1,159,941,000 | 0.45% | ||
| 35 | NEXTERA ENERGY INC | 8,802,457 | 1,147,842,000 | 0.44% | ||
| 36 | VANGUARD BD INDEX FDS | 13,992,508 | 1,134,232,000 | 0.44% | ||
| 37 | ISHARES TR | 10,034,368 | 1,130,021,000 | 0.44% | ||
| 38 | INTEL CORP | 33,593,933 | 1,101,881,000 | 0.43% | ||
| 39 | MERCK & CO INC | 18,684,846 | 1,076,433,000 | 0.42% | ||
| 40 | BRISTOL MYERS SQUIBB CO | 14,607,223 | 1,074,360,000 | 0.42% | ||
| 41 | UNITEDHEALTH GROUP INC | 7,607,816 | 1,074,224,000 | 0.42% | ||
| 42 | ISHARES TR | 8,381,417 | 1,073,240,000 | 0.42% | ||
| 43 | ISHARES TR | 6,177,873 | 1,039,119,000 | 0.40% | ||
| 44 | MCDONALDS CORP | 8,465,492 | 1,018,737,000 | 0.39% | ||
| 45 | PFIZER INC | 28,768,666 | 1,012,946,000 | 0.39% | ||
| 46 | CVS HEALTH CORP | 10,534,042 | 1,008,529,000 | 0.39% | ||
| 47 | COMCAST CORP NEW | 14,985,116 | 976,879,000 | 0.38% | ||
| 48 | UNITED TECHNOLOGIES CORP | 9,460,461 | 970,171,000 | 0.38% | ||
| 49 | GILEAD SCIENCES INC | 11,626,670 | 969,896,000 | 0.38% | ||
| 50 | STARBUCKS CORP | 16,662,631 | 951,769,000 | 0.37% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000072971-16-001234, 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.