| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 69,559 | 5,590,000 | 6.56% | ||
| 2 | SPDR S&P 500 ETF TR | 22,988 | 4,499,000 | 5.28% | ||
| 3 | VANGUARD BD INDEX FDS | 49,787 | 4,000,000 | 4.70% | ||
| 4 | ISHARES TR | 46,612 | 3,941,000 | 4.63% | ||
| 5 | SPDR SERIES TRUST BARCLAYS CAP INVESTMENT | 121,144 | 3,713,000 | 4.36% | ||
| 6 | VALLEY NATL BANCORP COM | 341,913 | 3,389,000 | 3.98% | ||
| 7 | ISHARES TR | 28,844 | 3,328,000 | 3.91% | ||
| 8 | JOHNSON & JOHNSON | 23,028 | 2,409,000 | 2.83% | ||
| 9 | ISHARES TR | 18,742 | 2,161,000 | 2.54% | ||
| 10 | PROCTER AND GAMBLE CO | 24,516 | 1,927,000 | 2.26% | ||
| 11 | VANGUARD BD INDEX FDS | 22,898 | 1,883,000 | 2.21% | ||
| 12 | EXXON MOBIL CORP | 18,209 | 1,833,000 | 2.15% | ||
| 13 | PEPSICO INC | 18,414 | 1,645,000 | 1.93% | ||
| 14 | ISHARES TR | 15,127 | 1,644,000 | 1.93% | ||
| 15 | ISHARES TR | 13,168 | 1,570,000 | 1.84% | ||
| 16 | SPDR SERIES TRUST FTSE INT GVT ETF | 25,171 | 1,561,000 | 1.83% | ||
| 17 | ISHARES TR | 13,055 | 1,551,000 | 1.82% | ||
| 18 | GENERAL ELECTRIC CO | 48,946 | 1,286,000 | 1.51% | ||
| 19 | ISHARES TR | 29,583 | 1,278,000 | 1.50% | ||
| 20 | WASTE MGMT INC DEL | 27,713 | 1,240,000 | 1.46% | ||
| 21 | ISHARES TR | 16,099 | 1,155,000 | 1.36% | ||
| 22 | VANGUARD INTL EQUITY INDEX F | 18,425 | 1,105,000 | 1.30% | ||
| 23 | DIAGEO P L C | 8,593 | 1,093,000 | 1.28% | ||
| 24 | PHILIP MORRIS INTL INC | 12,733 | 1,073,000 | 1.26% | ||
| 25 | CONOCOPHILLIPS | 12,339 | 1,058,000 | 1.24% | ||
| 26 | PFIZER INC | 32,611 | 968,000 | 1.14% | ||
| 27 | NEXTERA ENERGY INC | 8,748 | 897,000 | 1.05% | ||
| 28 | SCHLUMBERGER LTD | 7,571 | 893,000 | 1.05% | ||
| 29 | SPDR SERIES TRUST | 13,788 | 838,000 | 0.98% | ||
| 30 | QUALCOMM INC | 10,261 | 813,000 | 0.95% | ||
| 31 | SPDR SER TR | 10,520 | 805,000 | 0.95% | ||
| 32 | TEVA PHARMACEUTICAL INDS LTD | 14,940 | 784,000 | 0.92% | ||
| 33 | BAKER HUGHES INC | 10,469 | 779,000 | 0.91% | ||
| 34 | INTERNATIONAL BUSINESS MACHS | 4,275 | 775,000 | 0.91% | ||
| 35 | MONSANTO CO NEW | 5,884 | 734,000 | 0.86% | ||
| 36 | BAXTER INTL INC | 9,623 | 695,000 | 0.82% | ||
| 37 | ISHARES TR | 8,426 | 653,000 | 0.77% | ||
| 38 | BP PLC | 12,117 | 639,000 | 0.75% | ||
| 39 | JPMORGAN CHASE & CO | 11,077 | 638,000 | 0.75% | ||
| 40 | TWENTY FIRST CENTY FOX INC | 17,115 | 601,000 | 0.71% | ||
| 41 | FMC | 8,340 | 594,000 | 0.70% | ||
| 42 | VANGUARD WORLD FD | 5,980 | 578,000 | 0.68% | ||
| 43 | DOW CHEM CO | 10,802 | 556,000 | 0.65% | ||
| 44 | DEVON ENERGY CORP NEW | 6,825 | 542,000 | 0.64% | ||
| 45 | SPDR GOLD TR | 4,231 | 541,000 | 0.64% | ||
| 46 | L-3 COMMUNICATIONS HLDGS INC | 4,267 | 515,000 | 0.60% | ||
| 47 | MONDELEZ INTL INC | 13,658 | 514,000 | 0.60% | ||
| 48 | WELLS FARGO & CO NEW | 9,265 | 487,000 | 0.57% | ||
| 49 | UNITED TECHNOLOGIES CORP | 4,187 | 483,000 | 0.57% | ||
| 50 | MICROSOFT CORP | 10,853 | 452,000 | 0.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-14-007572, filed 2014.07.31).
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.
