| # | % | |||||
|---|---|---|---|---|---|---|
| 1201 | FACEBOOK INC | 277,427 | 31,918,000 | 0.60% | ||
| 1202 | GENERAL ELECTRIC CO | 1,047,011 | 33,086,000 | 0.62% | ||
| 1203 | BERKSHIRE HATHAWAY INC DEL | 224,884 | 36,652,000 | 0.69% | ||
| 1204 | JOHNSON & JOHNSON | 322,958 | 37,208,000 | 0.70% | ||
| 1205 | AMAZON COM INC | 51,183 | 38,381,000 | 0.72% | ||
| 1206 | JPMORGAN CHASE & CO | 484,595 | 41,816,000 | 0.79% | ||
| 1207 | EXXON MOBIL CORP | 492,776 | 44,478,000 | 0.84% | ||
| 1208 | MICROSOFT CORP | 1,035,267 | 64,331,000 | 1.21% | ||
| 1209 | VANGUARD TAX-MANAGED FDS | 2,129,980 | 77,829,000 | 1.47% | ||
| 1210 | APPLE INC | 700,999 | 81,190,000 | 1.53% | ||
| 1211 | ISHARES TR | 2,388,293 | 137,876,000 | 2.60% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-000616, filed 2017.01.31).
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.
