| # | % | |||||
|---|---|---|---|---|---|---|
| 1301 | ISHARES TR | 544,701 | 94,299,000 | 0.96% | ||
| 1302 | CHEVRON CORP NEW | 942,665 | 98,961,000 | 1.01% | ||
| 1303 | BERKSHIRE HATHAWAY INC DEL | 736,068 | 106,229,000 | 1.09% | ||
| 1304 | PEPSICO INC | 1,123,681 | 107,446,000 | 1.10% | ||
| 1305 | ABBVIE INC | 1,978,156 | 115,801,000 | 1.18% | ||
| 1306 | JOHNSON & JOHNSON | 1,270,921 | 127,855,000 | 1.31% | ||
| 1307 | ISHARES TR | 1,337,954 | 132,351,000 | 1.35% | ||
| 1308 | GENERAL ELECTRIC CO | 5,349,059 | 132,710,000 | 1.36% | ||
| 1309 | VANGUARD TAX-MANAGED FDS | 3,662,931 | 145,895,000 | 1.49% | ||
| 1310 | APPLE INC | 1,514,603 | 188,462,000 | 1.93% | ||
| 1311 | ISHARES TR | 1,907,711 | 196,647,000 | 2.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000810972-15-000006, filed 2015.05.13).
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.
