| # | % | |||||
|---|---|---|---|---|---|---|
| 551 | BERKSHIRE HATHAWAY INC DEL | 39 | 8,432,000 | 0.48% | ||
| 552 | BRISTOL MYERS SQUIBB CO | 160,618 | 8,661,000 | 0.50% | ||
| 553 | VANGUARD TAX-MANAGED FDS | 235,524 | 8,811,000 | 0.50% | ||
| 554 | PIONEER NAT RES CO | 47,715 | 8,858,000 | 0.51% | ||
| 555 | VANGUARD INDEX FDS | 81,289 | 8,996,000 | 0.51% | ||
| 556 | ISHARES RUSSELL 1000 ETF | 75,370 | 9,080,000 | 0.52% | ||
| 557 | ISHARES TR | 70,000 | 9,134,000 | 0.52% | ||
| 558 | MICROSOFT CORP | 167,261 | 9,634,000 | 0.55% | ||
| 559 | SELECT SECTOR SPDR TR | 134,199 | 9,677,000 | 0.55% | ||
| 560 | VECTREN CORP | 197,757 | 9,927,000 | 0.57% | ||
| 561 | VANGUARD SPECIALIZED FUNDS | 119,249 | 10,009,000 | 0.57% | ||
| 562 | PROCTER AND GAMBLE CO | 111,540 | 10,011,000 | 0.57% | ||
| 563 | PAYPAL HLDGS INC | 251,803 | 10,316,000 | 0.59% | ||
| 564 | ISHARES TR | 83,830 | 10,413,000 | 0.60% | ||
| 565 | AON PLC | 93,064 | 10,469,000 | 0.60% | ||
| 566 | PEPSICO INC | 96,336 | 10,479,000 | 0.60% | ||
| 567 | SELECT SECTOR SPDR TR | 228,187 | 10,903,000 | 0.62% | ||
| 568 | EQUIFAX INC | 82,927 | 11,160,000 | 0.64% | ||
| 569 | EOG RES INC | 116,367 | 11,254,000 | 0.64% | ||
| 570 | ISHARES TR | 132,550 | 11,358,000 | 0.65% | ||
| 571 | ABBOTT LABS | 268,706 | 11,363,000 | 0.65% | ||
| 572 | VANGUARD WHITEHALL FDS | 161,396 | 11,643,000 | 0.67% | ||
| 573 | VANGUARD BD INDEX FDS | 137,842 | 12,083,000 | 0.69% | ||
| 574 | BERKSHIRE HATHAWAY INC DEL | 84,755 | 12,245,000 | 0.70% | ||
| 575 | ISHARES TR | 153,632 | 12,487,000 | 0.71% | ||
| 576 | GOLDMAN SACHS GROUP INC | 82,471 | 13,300,000 | 0.76% | ||
| 577 | CROWN CASTLE INTL CORP NEW | 143,722 | 13,540,000 | 0.77% | ||
| 578 | EDWARDS LIFESCIENCES CORP | 113,956 | 13,738,000 | 0.79% | ||
| 579 | SPDR S&P MIDCAP 400 ETF TR | 49,366 | 13,935,000 | 0.80% | ||
| 580 | VANGUARD INDEX FDS | 70,446 | 13,997,000 | 0.80% | ||
| 581 | NORTHROP GRUMMAN CORP | 67,475 | 14,437,000 | 0.83% | ||
| 582 | INTL PAPER CO | 300,941 | 14,439,000 | 0.83% | ||
| 583 | ORACLE CORP | 385,307 | 15,135,000 | 0.87% | ||
| 584 | STARBUCKS CORP | 306,184 | 16,577,000 | 0.95% | ||
| 585 | STRYKER CORP | 142,651 | 16,606,000 | 0.95% | ||
| 586 | ABBVIE INC | 264,135 | 16,659,000 | 0.95% | ||
| 587 | VANGUARD INDEX FDS | 193,140 | 16,803,000 | 0.96% | ||
| 588 | JPMORGAN CHASE & CO | 255,231 | 16,996,000 | 0.97% | ||
| 589 | HOME DEPOT INC | 134,737 | 17,338,000 | 0.99% | ||
| 590 | CHEVRON CORP NEW | 170,430 | 17,540,000 | 1.00% | ||
| 591 | MEDTRONIC PLC | 204,155 | 17,639,000 | 1.01% | ||
| 592 | BLACKROCK INC | 49,444 | 17,921,000 | 1.02% | ||
| 593 | FACEBOOK INC | 140,070 | 17,966,000 | 1.03% | ||
| 594 | THERMO FISHER SCIENTIFIC INC | 114,455 | 18,205,000 | 1.04% | ||
| 595 | DANAHER CORP DEL | 235,338 | 18,448,000 | 1.05% | ||
| 596 | QUALCOMM INC | 270,902 | 18,557,000 | 1.06% | ||
| 597 | SELECT SECTOR SPDR TR | 386,558 | 18,938,000 | 1.08% | ||
| 598 | CVS HEALTH CORP | 212,977 | 18,953,000 | 1.08% | ||
| 599 | PFIZER INC | 570,560 | 19,325,000 | 1.10% | ||
| 600 | SELECT SECTOR SPDR TR | 375,147 | 19,961,000 | 1.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-021003, filed 2016.11.01).
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.
