| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | EMERSON ELEC CO | 11,478 | 762,000 | 0.15% | ||
| 102 | SPDR S&P MIDCAP 400 ETF TR | 2,887 | 752,000 | 0.15% | ||
| 103 | PRAXAIR INC | 5,388 | 716,000 | 0.14% | ||
| 104 | Chubb Corporation | 7,629 | 703,000 | 0.14% | ||
| 105 | NOW INC | 18,861 | 683,000 | 0.13% | ||
| 106 | ARES CAPITAL CORP | 35,131 | 627,000 | 0.12% | ||
| 107 | GLAXOSMITHKLINE PLC | 11,555 | 618,000 | 0.12% | ||
| 108 | INTEL CORP | 19,415 | 600,000 | 0.12% | ||
| 109 | AUTOMATIC DATA PROCESSING IN | 7,282 | 577,000 | 0.11% | ||
| 110 | CVS HEALTH CORP | 7,603 | 573,000 | 0.11% | ||
| 111 | AMERICAN EXPRESS CO | 5,796 | 550,000 | 0.11% | ||
| 112 | BOEING CO | 4,283 | 545,000 | 0.11% | ||
| 113 | ORACLE CORP | 13,145 | 533,000 | 0.10% | ||
| 114 | SUBURBAN PROPANE PARTNERS LP COM USD1 | 11,500 | 529,000 | 0.10% | ||
| 115 | SCHLUMBERGER LTD | 4,270 | 504,000 | 0.10% | ||
| 116 | MERCK & CO INC | 8,645 | 500,000 | 0.10% | ||
| 117 | MCDONALDS CORP | 4,949 | 499,000 | 0.10% | ||
| 118 | DISNEY WALT CO | 5,678 | 487,000 | 0.10% | ||
| 119 | WELLS FARGO & CO NEW | 8,704 | 457,000 | 0.09% | ||
| 120 | 3M CO | 3,173 | 455,000 | 0.09% | ||
| 121 | AIR PRODS & CHEMS INC | 3,467 | 446,000 | 0.09% | ||
| 122 | PFIZER INC | 13,892 | 412,000 | 0.08% | ||
| 123 | ABBVIE INC | 7,283 | 411,000 | 0.08% | ||
| 124 | NEXTERA ENERGY INC | 3,925 | 402,000 | 0.08% | ||
| 125 | VANGUARD TAX-MANAGED FDS | 9,386 | 400,000 | 0.08% | ||
| 126 | KIMBERLY CLARK CORP | 3,314 | 369,000 | 0.07% | ||
| 127 | MONSANTO CO NEW | 2,946 | 367,000 | 0.07% | ||
| 128 | PHILIP MORRIS INTL INC | 4,340 | 366,000 | 0.07% | ||
| 129 | E M C CORP MASS COM | 13,282 | 350,000 | 0.07% | ||
| 130 | DOMINION ENERGY INC | 4,714 | 337,000 | 0.07% | ||
| 131 | ISHARES RUSSELL 1000 ETF | 3,053 | 336,000 | 0.07% | ||
| 132 | ISHARES TR | 3,133 | 330,000 | 0.06% | ||
| 133 | AMGEN INC | 2,645 | 313,000 | 0.06% | ||
| 134 | ISHARES TR | 3,975 | 306,000 | 0.06% | ||
| 135 | CIGNA CORPORATION | 3,100 | 285,000 | 0.06% | ||
| 136 | VANGUARD INDEX FDS | 2,370 | 278,000 | 0.05% | ||
| 137 | ACCENTURE PLC IRELAND | 3,400 | 275,000 | 0.05% | ||
| 138 | DEERE & CO | 3,025 | 274,000 | 0.05% | ||
| 139 | DU PONT E I DE NEMOURS & CO | 3,784 | 248,000 | 0.05% | ||
| 140 | BAXTER INTL INC | 3,400 | 246,000 | 0.05% | ||
| 141 | VODAFONE GROUP PLC NEW | 7,280 | 243,000 | 0.05% | ||
| 142 | HCP INC | 5,850 | 242,000 | 0.05% | ||
| 143 | CATERPILLAR INC | 2,185 | 237,000 | 0.05% | ||
| 144 | VANGUARD INDEX FDS | 2,500 | 225,000 | 0.04% | ||
| 145 | VANGUARD INTL EQUITY INDEX F | 4,284 | 224,000 | 0.04% | ||
| 146 | UGI CORP NEW | 4,425 | 223,000 | 0.04% | ||
| 147 | MARATHON OIL CORP | 5,500 | 220,000 | 0.04% | ||
| 148 | COLGATE PALMOLIVE CO | 3,200 | 218,000 | 0.04% | ||
| 149 | PIMCO ETF TR | 2,116 | 215,000 | 0.04% | ||
| 150 | VANGUARD INDEX FDS | 1,745 | 207,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001342, filed 2014.08.12).
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.
