| # | % | |||||
|---|---|---|---|---|---|---|
| 1251 | EXXON MOBIL CORP | 518,066 | 38,518,000 | 0.91% | ||
| 1252 | MICROSOFT CORP | 956,500 | 42,335,000 | 1.00% | ||
| 1253 | APPLE INC | 696,627 | 76,838,000 | 1.82% | ||
| 1254 | ISHARES TR | 1,452,284 | 83,245,000 | 1.97% | ||
| 1255 | VANGUARD TAX-MANAGED FDS | 2,416,800 | 86,135,000 | 2.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-010717, filed 2015.11.04).
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.