| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 315,650 | 60,668,000 | 10.15% | ||
| 2 | ISHARES TR | 416,615 | 46,917,000 | 7.85% | ||
| 3 | ISHARES TR | 197,809 | 22,744,000 | 3.81% | ||
| 4 | SPDR S&P 500 ETF TR | 98,906 | 20,719,000 | 3.47% | ||
| 5 | VANGUARD SCOTTSDALE FDS | 204,813 | 19,678,000 | 3.29% | ||
| 6 | VANGUARD SCOTTSDALE FDS | 195,758 | 17,503,000 | 2.93% | ||
| 7 | APPLE COMPUTER INC | 152,698 | 14,598,000 | 2.44% | ||
| 8 | VANGUARD INDEX FDS | 145,464 | 12,898,000 | 2.16% | ||
| 9 | JOHNSON & JOHNSON | 98,436 | 11,940,000 | 2.00% | ||
| 10 | ALPHABET INC | 16,565 | 11,654,000 | 1.95% | ||
| 11 | ISHARES TR | 67,106 | 11,287,000 | 1.89% | ||
| 12 | GENERAL ELECTRIC CO | 347,992 | 10,954,000 | 1.83% | ||
| 13 | VANGUARD INDEX FDS | 80,488 | 9,951,000 | 1.66% | ||
| 14 | SELECT SECTOR SPDR TR | 176,275 | 9,249,000 | 1.55% | ||
| 15 | EXXON MOBIL CORP | 91,790 | 8,605,000 | 1.44% | ||
| 16 | MICROSOFT CORP | 164,485 | 8,417,000 | 1.41% | ||
| 17 | HONEYWELL INTL INC | 64,782 | 7,535,000 | 1.26% | ||
| 18 | JPMORGAN CHASE & CO | 121,209 | 7,532,000 | 1.26% | ||
| 19 | LOWES COS INC | 92,300 | 7,307,000 | 1.22% | ||
| 20 | ISHARES TR | 28,262 | 7,273,000 | 1.22% | ||
| 21 | ISHARES 7-10 YEAR TREASURY BOND ETF | 63,720 | 7,198,000 | 1.20% | ||
| 22 | UNITEDHEALTH GROUP INC | 49,337 | 6,966,000 | 1.17% | ||
| 23 | PRICELINE GRP INC | 5,554 | 6,933,000 | 1.16% | ||
| 24 | CVS HEALTH CORP | 72,098 | 6,903,000 | 1.15% | ||
| 25 | AT&T INC | 159,454 | 6,890,000 | 1.15% | ||
| 26 | PEPSICO INC | 63,451 | 6,722,000 | 1.12% | ||
| 27 | BERKSHIRE HATHAWAY INC DE CL B NEW | 46,010 | 6,662,000 | 1.11% | ||
| 28 | COGNIZANT TECHNOLOGY SOLUTIO | 110,400 | 6,320,000 | 1.06% | ||
| 29 | PFIZER INC | 174,137 | 6,132,000 | 1.03% | ||
| 30 | COMCAST CORP NEW | 92,977 | 6,061,000 | 1.01% | ||
| 31 | VERIZON COMMUNICATIONS INC | 105,589 | 5,896,000 | 0.99% | ||
| 32 | BLACKROCK INC | 16,965 | 5,811,000 | 0.97% | ||
| 33 | MEDTRONIC PLC | 66,548 | 5,775,000 | 0.97% | ||
| 34 | CISCO SYS INC | 197,561 | 5,668,000 | 0.95% | ||
| 35 | PROCTER AND GAMBLE CO | 63,238 | 5,354,000 | 0.90% | ||
| 36 | WELLS FARGO & CO NEW | 110,063 | 5,209,000 | 0.87% | ||
| 37 | QUALCOMM INC | 96,993 | 5,195,000 | 0.87% | ||
| 38 | COCA COLA CO | 112,677 | 5,107,000 | 0.85% | ||
| 39 | FACEBOOK INC | 43,699 | 4,994,000 | 0.84% | ||
| 40 | PHILIP MORRIS INTL INC | 49,089 | 4,993,000 | 0.84% | ||
| 41 | ORACLE CORP | 118,591 | 4,854,000 | 0.81% | ||
| 42 | BOEING CO | 36,928 | 4,795,000 | 0.80% | ||
| 43 | CARDINAL HEALTH INC | 60,947 | 4,754,000 | 0.80% | ||
| 44 | DANAHER CORP DEL | 46,210 | 4,667,000 | 0.78% | ||
| 45 | CHEVRON CORP NEW | 43,216 | 4,531,000 | 0.76% | ||
| 46 | Becton Dickinson & C | 26,590 | 4,509,000 | 0.75% | ||
| 47 | ZIMMER BIOMET HLDGS INC | 36,748 | 4,424,000 | 0.74% | ||
| 48 | PRUDENTIAL FINL INC | 57,797 | 4,123,000 | 0.69% | ||
| 49 | ACCENTURE PLC IRELAND | 35,151 | 3,983,000 | 0.67% | ||
| 50 | ALLERGAN PLC | 16,774 | 3,877,000 | 0.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919458-16-000007, filed 2016.08.11).
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.
