| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 26,695,448 | 5,967,233,000 | 2.11% | ||
| 2 | MICROSOFT CORP | 63,182,127 | 3,926,137,000 | 1.39% | ||
| 3 | APPLE INC | 32,367,910 | 3,748,850,000 | 1.32% | ||
| 4 | VANGUARD TAX-MANAGED FDS | 95,341,062 | 3,483,762,000 | 1.23% | ||
| 5 | VANGUARD INDEX FDS | 42,070,328 | 3,472,064,000 | 1.23% | ||
| 6 | ISHARES TR | 25,672,202 | 3,461,896,000 | 1.22% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 87,580,176 | 3,133,618,000 | 1.11% | ||
| 8 | ISHARES TR | 20,341,921 | 2,797,420,000 | 0.99% | ||
| 9 | ISHARES TR | 16,100,749 | 2,662,098,000 | 0.94% | ||
| 10 | JOHNSON & JOHNSON | 22,590,746 | 2,602,679,000 | 0.92% | ||
| 11 | ISHARES TR | 11,522,537 | 2,592,456,000 | 0.92% | ||
| 12 | ISHARES TR | 21,484,224 | 2,321,586,000 | 0.82% | ||
| 13 | JPMORGAN CHASE & CO | 25,639,872 | 2,212,464,000 | 0.78% | ||
| 14 | EXXON MOBIL CORP | 23,296,476 | 2,102,740,000 | 0.74% | ||
| 15 | AT&T INC | 45,446,492 | 1,932,840,000 | 0.68% | ||
| 16 | FACEBOOK INC | 15,897,546 | 1,829,013,000 | 0.65% | ||
| 17 | AMAZON COM INC | 2,425,497 | 1,818,808,000 | 0.64% | ||
| 18 | GENERAL ELECTRIC CO | 55,884,281 | 1,765,944,000 | 0.62% | ||
| 19 | ALPHABET INC | 2,226,853 | 1,764,669,000 | 0.62% | ||
| 20 | HOME DEPOT INC | 13,132,042 | 1,760,744,000 | 0.62% | ||
| 21 | ALPHABET INC | 2,215,865 | 1,710,249,000 | 0.60% | ||
| 22 | PROCTER AND GAMBLE CO | 19,698,090 | 1,656,214,000 | 0.58% | ||
| 23 | ISHARES TR | 28,208,263 | 1,628,464,000 | 0.57% | ||
| 24 | CISCO SYS INC | 53,079,366 | 1,604,059,000 | 0.57% | ||
| 25 | VERIZON COMMUNICATIONS INC | 29,760,792 | 1,588,632,000 | 0.56% | ||
| 26 | CHEVRON CORP NEW | 13,376,349 | 1,574,397,000 | 0.56% | ||
| 27 | PEPSICO INC | 14,316,060 | 1,497,889,000 | 0.53% | ||
| 28 | VANGUARD BD INDEX FDS | 16,522,872 | 1,334,882,000 | 0.47% | ||
| 29 | 3M CO | 7,361,569 | 1,314,555,000 | 0.46% | ||
| 30 | INTEL CORP | 34,831,765 | 1,263,348,000 | 0.45% | ||
| 31 | VISA INC | 16,062,854 | 1,253,223,000 | 0.44% | ||
| 32 | ISHARES TR | 6,863,408 | 1,250,514,000 | 0.44% | ||
| 33 | ISHARES TR | 6,982,514 | 1,248,893,000 | 0.44% | ||
| 34 | INTERNATIONAL BUSINESS MACHS | 7,499,662 | 1,244,868,000 | 0.44% | ||
| 35 | MERCK & CO INC | 20,961,497 | 1,234,003,000 | 0.44% | ||
| 36 | MCDONALDS CORP | 10,137,470 | 1,233,933,000 | 0.44% | ||
| 37 | UNITEDHEALTH GROUP INC | 7,688,971 | 1,230,543,000 | 0.43% | ||
| 38 | COMCAST CORP NEW | 16,865,137 | 1,164,537,000 | 0.41% | ||
| 39 | ISHARES TR | 7,957,489 | 1,155,506,000 | 0.41% | ||
| 40 | DISNEY WALT CO | 10,634,894 | 1,108,369,000 | 0.39% | ||
| 41 | VANGUARD BD INDEX FDS | 13,895,744 | 1,104,017,000 | 0.39% | ||
| 42 | PFIZER INC | 33,961,514 | 1,103,071,000 | 0.39% | ||
| 43 | GENERAL DYNAMICS CORP | 6,292,189 | 1,086,409,000 | 0.38% | ||
| 44 | ILLINOIS TOOL WKS INC | 8,596,464 | 1,052,723,000 | 0.37% | ||
| 45 | SPDR INDEX SHS FDS | 29,159,138 | 1,052,062,000 | 0.37% | ||
| 46 | UNITED TECHNOLOGIES CORP | 9,545,792 | 1,046,410,000 | 0.37% | ||
| 47 | ALTRIA GROUP INC | 15,442,620 | 1,044,230,000 | 0.37% | ||
| 48 | NEXTERA ENERGY INC | 8,680,877 | 1,037,018,000 | 0.37% | ||
| 49 | SELECT SECTOR SPDR TR | 44,298,781 | 1,029,947,000 | 0.36% | ||
| 50 | UNITED PARCEL SERVICE INC | 8,873,055 | 1,017,208,000 | 0.36% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000072971-17-000235, filed 2017.02.01).
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.
