| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | AMERIGAS PARTNERS L P | 46,128 | 1,581,000 | 0.29% | ||
| 52 | SOUTHERN CO | 16,216 | 759,000 | 0.14% | ||
| 53 | BRISTOL MYERS SQUIBB CO | 10,895 | 749,000 | 0.14% | ||
| 54 | BERKSHIRE HATHAWAY INC DEL | 5,601 | 740,000 | 0.14% | ||
| 55 | SCHWAB US TIPS ETF | 11,258 | 598,000 | 0.11% | ||
| 56 | CISCO SYS INC | 19,997 | 543,000 | 0.10% | ||
| 57 | AQUA AMERICA INC | 15,572 | 464,000 | 0.08% | ||
| 58 | PFIZER INC | 14,186 | 458,000 | 0.08% | ||
| 59 | ORACLE CORPORATION | 11,934 | 436,000 | 0.08% | ||
| 60 | DOW CHEM CO | 7,604 | 391,000 | 0.07% | ||
| 61 | GLAXOSMITHKLINE PLC | 7,024 | 283,000 | 0.05% | ||
| 62 | FORTUNE BRANDS HOME & SEC IN | 4,657 | 258,000 | 0.05% | ||
| 63 | VANGUARD BD INDEX FDS | 2,799 | 223,000 | 0.04% | ||
| 64 | PINNACLE WEST | 3,233 | 208,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000869367-16-000005, filed 2016.02.01).
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.
