| # | % | |||||
|---|---|---|---|---|---|---|
| 801 | EXXON MOBIL CORP | 13,729 | 1,240,000 | 0.91% | ||
| 802 | VERIZON COMMUNICATIONS INC | 25,236 | 1,344,000 | 0.99% | ||
| 803 | MICROSOFT CORP | 21,711 | 1,348,000 | 0.99% | ||
| 804 | NIKE INC | 27,551 | 1,399,000 | 1.03% | ||
| 805 | MCDONALDS CORP | 13,027 | 1,583,000 | 1.16% | ||
| 806 | PHILIP MORRIS INTL INC | 17,905 | 1,640,000 | 1.20% | ||
| 807 | GENERAL MTRS CO | 48,187 | 1,677,000 | 1.23% | ||
| 808 | ISHARES TR | 12,543 | 1,692,000 | 1.24% | ||
| 809 | PROCTER AND GAMBLE CO | 20,457 | 1,720,000 | 1.26% | ||
| 810 | JOHNSON & JOHNSON | 15,991 | 1,841,000 | 1.35% | ||
| 811 | VANGUARD INTL EQUITY INDEX F | 58,204 | 2,085,000 | 1.53% | ||
| 812 | APPLE INC | 18,227 | 2,112,000 | 1.55% | ||
| 813 | AT&T INC | 51,117 | 2,167,000 | 1.59% | ||
| 814 | BB&T CORP | 53,976 | 2,539,000 | 1.86% | ||
| 815 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 30,375 | 2,629,000 | 1.93% | ||
| 816 | ALTRIA GROUP INC | 40,087 | 2,707,000 | 1.99% | ||
| 817 | VANGUARD TAX-MANAGED FDS | 77,918 | 2,844,000 | 2.09% | ||
| 818 | PPL CORP | 90,052 | 3,068,000 | 2.25% | ||
| 819 | VANGUARD BD INDEX FDS | 64,608 | 5,220,000 | 3.83% | ||
| 820 | SPDR S&P 500 ETF TR | 44,949 | 10,042,000 | 7.37% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000092230-17-000070, filed 2017.08.17).
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.
