| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | LOWES COS INC | 40,787 | 3,101,000 | 1.99% | ||
| 52 | NOVO-NORDISK A S | 55,582 | 3,228,000 | 2.07% | ||
| 53 | TRINITY INDS INC | 139,219 | 3,344,000 | 2.14% | ||
| 54 | ALLERGAN PLC | 11,476 | 3,586,000 | 2.30% | ||
| 55 | VISA INC | 47,969 | 3,720,000 | 2.38% | ||
| 56 | APPLE INC | 38,916 | 4,096,000 | 2.62% | ||
| 57 | UNITED TECHNOLOGIES CORP | 42,818 | 4,114,000 | 2.64% | ||
| 58 | EXPRESS SCRIPTS HLDG CO | 47,217 | 4,127,000 | 2.64% | ||
| 59 | ALPHABET INC | 5,647 | 4,285,000 | 2.74% | ||
| 60 | VANGUARD INDEX FDS | 39,507 | 4,745,000 | 3.04% | ||
| 61 | ISHARES TR | 54,093 | 5,381,000 | 3.45% | ||
| 62 | VANGUARD TAX-MANAGED FDS | 170,872 | 6,274,000 | 4.02% | ||
| 63 | SCHWAB U.S. SMALL-CAP ETF | 139,422 | 7,262,000 | 4.65% | ||
| 64 | ISHARES TR | 211,484 | 10,667,000 | 6.83% | ||
| 65 | ISHARES TR | 203,284 | 21,264,000 | 13.62% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000806097-16-000005, filed 2016.02.03).
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.
