| # | % | |||||
|---|---|---|---|---|---|---|
| 401 | GOLDMAN SACHS GROUP INC | 49,024 | 7,906,000 | 1.02% | ||
| 402 | CISCO SYS INC | 255,143 | 8,093,000 | 1.05% | ||
| 403 | PFIZER INC | 248,208 | 8,407,000 | 1.09% | ||
| 404 | MORGAN STANLEY ASIA PACIFIC FD INC | 578,144 | 8,722,000 | 1.13% | ||
| 405 | AT&T INC | 234,329 | 9,516,000 | 1.23% | ||
| 406 | WELLS FARGO & CO NEW | 230,093 | 10,189,000 | 1.32% | ||
| 407 | GENERAL ELECTRIC CO | 362,978 | 10,751,000 | 1.39% | ||
| 408 | PROCTER AND GAMBLE CO | 132,915 | 11,929,000 | 1.54% | ||
| 409 | EXXON MOBIL CORP | 136,685 | 11,930,000 | 1.54% | ||
| 410 | JOHNSON & JOHNSON | 106,964 | 12,636,000 | 1.64% | ||
| 411 | JPMORGAN CHASE & CO | 192,011 | 12,786,000 | 1.65% | ||
| 412 | MICROSOFT CORP | 303,399 | 17,476,000 | 2.26% | ||
| 413 | SCHWAB U.S. REIT ETF | 488,039 | 20,815,000 | 2.69% | ||
| 414 | APPLE INC | 209,202 | 23,650,000 | 3.06% | ||
| 415 | ALPHABET INC | 31,554 | 24,527,000 | 3.17% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000857538-16-000014, filed 2016.11.03).
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.
