| # | % | |||||
|---|---|---|---|---|---|---|
| 351 | MCDONALDS CORP | 96,306 | 11,378,000 | 1.31% | ||
| 352 | VANGUARD STAR FDS | 258,312 | 11,652,000 | 1.34% | ||
| 353 | EXXON MOBIL CORP | 153,429 | 11,960,000 | 1.38% | ||
| 354 | PROCTER AND GAMBLE CO | 152,270 | 12,092,000 | 1.39% | ||
| 355 | PHILIP MORRIS INTL INC | 138,057 | 12,136,000 | 1.40% | ||
| 356 | VANGUARD SPECIALIZED FUNDS | 166,089 | 12,915,000 | 1.49% | ||
| 357 | VANGUARD INTL EQUITY INDEX F | 423,303 | 13,846,000 | 1.59% | ||
| 358 | GENERAL ELECTRIC CO | 465,471 | 14,499,000 | 1.67% | ||
| 359 | MICROSOFT CORP | 268,488 | 14,896,000 | 1.71% | ||
| 360 | JOHNSON & JOHNSON | 146,253 | 15,023,000 | 1.73% | ||
| 361 | APPLE INC | 156,857 | 16,511,000 | 1.90% | ||
| 362 | VANGUARD TAX-MANAGED FDS | 520,363 | 19,108,000 | 2.20% | ||
| 363 | VANGUARD INDEX FDS | 410,183 | 42,782,000 | 4.92% | ||
| 364 | SPDR S&P 500 ETF TR | 324,721 | 66,201,000 | 7.61% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000315080-16-000007, filed 2016.02.05).
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.
