| # | % | |||||
|---|---|---|---|---|---|---|
| 1201 | VERIZON COMMUNICATIONS INC | 517,935 | 26,922,000 | 0.54% | ||
| 1202 | PFIZER INC | 803,306 | 27,208,000 | 0.55% | ||
| 1203 | ISHARES TR | 595,783 | 27,501,000 | 0.55% | ||
| 1204 | PROCTER AND GAMBLE CO | 310,463 | 27,864,000 | 0.56% | ||
| 1205 | ISHARES TR | 410,328 | 28,058,000 | 0.56% | ||
| 1206 | AT&T INC | 722,330 | 29,334,000 | 0.59% | ||
| 1207 | ALPHABET INC | 37,009 | 29,757,000 | 0.60% | ||
| 1208 | GENERAL ELECTRIC CO | 1,044,015 | 30,924,000 | 0.62% | ||
| 1209 | JPMORGAN CHASE & CO | 475,231 | 31,646,000 | 0.64% | ||
| 1210 | BERKSHIRE HATHAWAY INC DEL | 220,578 | 31,867,000 | 0.64% | ||
| 1211 | FACEBOOK INC | 271,548 | 34,831,000 | 0.70% | ||
| 1212 | JOHNSON & JOHNSON | 320,140 | 37,818,000 | 0.76% | ||
| 1213 | AMAZON COM INC | 49,291 | 41,272,000 | 0.83% | ||
| 1214 | EXXON MOBIL CORP | 485,162 | 42,345,000 | 0.85% | ||
| 1215 | MICROSOFT CORP | 998,767 | 57,529,000 | 1.16% | ||
| 1216 | APPLE INC | 684,143 | 77,342,000 | 1.55% | ||
| 1217 | VANGUARD TAX-MANAGED FDS | 2,129,980 | 79,683,000 | 1.60% | ||
| 1218 | ISHARES TR | 2,228,411 | 131,766,000 | 2.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-020993, filed 2016.11.01).
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.
