| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 335,180 | 72,516,000 | 11.12% | ||
| 2 | ISHARES TR | 500,940 | 54,347,000 | 8.33% | ||
| 3 | ISHARES TR | 182,587 | 25,102,000 | 3.85% | ||
| 4 | ISHARES TR | 129,123 | 24,169,000 | 3.71% | ||
| 5 | SPDR S&P 500 ETF TR | 102,526 | 24,169,000 | 3.71% | ||
| 6 | VANGUARD SCOTTSDALE FDS | 207,397 | 22,484,000 | 3.45% | ||
| 7 | VANGUARD INDEX FDS | 184,645 | 15,250,000 | 2.34% | ||
| 8 | APPLE INC | 101,196 | 14,538,000 | 2.23% | ||
| 9 | VANGUARD SCOTTSDALE FDS | 148,516 | 12,828,000 | 1.97% | ||
| 10 | MICROSOFT CORP | 193,327 | 12,732,000 | 1.95% | ||
| 11 | ALPHABET INC | 13,635 | 11,559,000 | 1.77% | ||
| 12 | VANGUARD INDEX FDS | 79,922 | 11,128,000 | 1.71% | ||
| 13 | GENERAL ELECTRIC CO | 359,040 | 10,699,000 | 1.64% | ||
| 14 | JOHNSON & JOHNSON | 80,682 | 10,049,000 | 1.54% | ||
| 15 | WELLS FARGO & CO NEW | 165,287 | 9,200,000 | 1.41% | ||
| 16 | SELECT SECTOR SPDR TR | 179,109 | 9,190,000 | 1.41% | ||
| 17 | FACEBOOK INC | 61,691 | 8,763,000 | 1.34% | ||
| 18 | LOWES COS INC | 105,190 | 8,648,000 | 1.33% | ||
| 19 | BERKSHIRE HATHAWAY INC DEL | 50,140 | 8,358,000 | 1.28% | ||
| 20 | HONEYWELL INTL INC | 64,829 | 8,096,000 | 1.24% | ||
| 21 | AT&T INC | 189,491 | 7,874,000 | 1.21% | ||
| 22 | JPMORGAN CHASE & CO | 87,127 | 7,653,000 | 1.17% | ||
| 23 | ISHARES TR | 25,933 | 7,606,000 | 1.17% | ||
| 24 | EXXON MOBIL CORP | 92,395 | 7,577,000 | 1.16% | ||
| 25 | PEPSICO INC | 67,095 | 7,506,000 | 1.15% | ||
| 26 | PROCTER AND GAMBLE CO | 83,093 | 7,466,000 | 1.14% | ||
| 27 | SELECT SECTOR SPDR TR | 104,044 | 7,273,000 | 1.12% | ||
| 28 | ISHARES 7-10 YEAR TREASURY BOND ETF | 66,489 | 7,020,000 | 1.08% | ||
| 29 | CISCO SYS INC | 196,839 | 6,653,000 | 1.02% | ||
| 30 | VERIZON COMMUNICATIONS INC | 131,251 | 6,399,000 | 0.98% | ||
| 31 | VISA INC | 71,080 | 6,317,000 | 0.97% | ||
| 32 | PFIZER INC | 180,865 | 6,187,000 | 0.95% | ||
| 33 | CVS HEALTH CORP | 78,771 | 6,183,000 | 0.95% | ||
| 34 | DISNEY WALT CO | 51,371 | 5,825,000 | 0.89% | ||
| 35 | PRICELINE GRP INC | 3,025 | 5,385,000 | 0.83% | ||
| 36 | MEDTRONIC PLC | 66,505 | 5,358,000 | 0.82% | ||
| 37 | SPDR SERIES TRUST | 138,958 | 5,173,000 | 0.79% | ||
| 38 | COGNIZANT TECHNOLOGY SOLUTIO | 84,109 | 5,006,000 | 0.77% | ||
| 39 | PHILIP MORRIS INTL INC | 44,298 | 5,001,000 | 0.77% | ||
| 40 | ORACLE CORP | 111,529 | 4,975,000 | 0.76% | ||
| 41 | PRUDENTIAL FINL INC | 44,002 | 4,694,000 | 0.72% | ||
| 42 | CITIGROUPINC | 77,877 | 4,658,000 | 0.71% | ||
| 43 | CHEVRON CORP NEW | 42,650 | 4,579,000 | 0.70% | ||
| 44 | UNITEDHEALTH GROUP INC | 27,621 | 4,530,000 | 0.69% | ||
| 45 | MONDELEZ INTL INC | 102,698 | 4,425,000 | 0.68% | ||
| 46 | ALLERGAN PLC | 17,890 | 4,274,000 | 0.66% | ||
| 47 | ZIMMER BIOMET HLDGS INC | 32,936 | 4,022,000 | 0.62% | ||
| 48 | Intrcontinentalexchang | 65,290 | 3,908,000 | 0.60% | ||
| 49 | MARRIOTT INTL INC NEW | 39,567 | 3,726,000 | 0.57% | ||
| 50 | ACCENTURE PLC IRELAND | 31,025 | 3,720,000 | 0.57% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919458-17-000002, filed 2017.04.27).
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.
