| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | VANGUARD BD INDEX FDS | 129,769 | 10,919,000 | 1.01% | ||
| 302 | GENERAL ELECTRIC CO | 388,506 | 11,507,000 | 1.06% | ||
| 303 | ISHARES TR | 149,504 | 11,567,000 | 1.07% | ||
| 304 | PROCTER AND GAMBLE CO | 141,021 | 12,657,000 | 1.17% | ||
| 305 | EXXON MOBIL CORP | 150,270 | 13,115,000 | 1.21% | ||
| 306 | ISHARES TR | 86,863 | 13,439,000 | 1.24% | ||
| 307 | VANGUARD INTL EQUITY INDEX F | 358,179 | 13,478,000 | 1.24% | ||
| 308 | VANGUARD INDEX FDS | 110,335 | 13,481,000 | 1.24% | ||
| 309 | APPLE INC | 120,734 | 13,649,000 | 1.26% | ||
| 310 | MICROSOFT CORP | 240,748 | 13,867,000 | 1.28% | ||
| 311 | JOHNSON & JOHNSON | 128,533 | 15,183,000 | 1.40% | ||
| 312 | ISHARES TR | 280,016 | 15,440,000 | 1.42% | ||
| 313 | ISHARES TR | 622,756 | 15,451,000 | 1.43% | ||
| 314 | ISHARES TR | 196,584 | 23,917,000 | 2.21% | ||
| 315 | ISHARES TR | 364,255 | 34,590,000 | 3.19% | ||
| 316 | ISHARES TR | 736,174 | 38,443,000 | 3.55% | ||
| 317 | VANGUARD TAX-MANAGED FDS | 1,095,683 | 40,990,000 | 3.78% | ||
| 318 | VANGUARD INDEX FDS | 370,811 | 41,638,000 | 3.84% | ||
| 319 | VANGUARD INDEX FDS | 527,969 | 45,933,000 | 4.24% | ||
| 320 | SPDR S&P 500 ETF TR | 238,368 | 51,559,000 | 4.76% | ||
| 321 | VANGUARD INDEX FDS | 813,983 | 90,621,000 | 8.36% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000315080-16-000011, filed 2016.11.02).
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.
