| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 394,081 | 31,775,000 | 4.76% | ||
| 2 | SCHWAB SHORT-TERM US TREASURY ETF | 315,564 | 16,030,000 | 2.40% | ||
| 3 | MID-AM APRTMNT COMM | 149,861 | 15,317,000 | 2.29% | ||
| 4 | VANGUARD INDEX FDS | 118,032 | 14,309,000 | 2.14% | ||
| 5 | APPLE INC | 120,354 | 13,118,000 | 1.96% | ||
| 6 | VANGUARD INDEX FDS | 138,455 | 13,016,000 | 1.95% | ||
| 7 | ISHARES TR | 87,810 | 12,661,000 | 1.90% | ||
| 8 | DISNEY WALT CO | 109,723 | 10,897,000 | 1.63% | ||
| 9 | SOUTHERN CO | 192,575 | 9,962,000 | 1.49% | ||
| 10 | SCHWAB U.S. LARGE-CAP ETF | 203,660 | 9,947,000 | 1.49% | ||
| 11 | VANGUARD INDEX FDS | 84,471 | 9,418,000 | 1.41% | ||
| 12 | SCHWAB U.S. MID-CAP ETF | 217,199 | 8,817,000 | 1.32% | ||
| 13 | VANGUARD WORLD FD | 117,484 | 8,236,000 | 1.23% | ||
| 14 | TORCHMARK CORP | 148,809 | 8,059,000 | 1.21% | ||
| 15 | HOME DEPOT INC | 56,667 | 7,561,000 | 1.13% | ||
| 16 | EXXON MOBIL CORP | 90,175 | 7,538,000 | 1.13% | ||
| 17 | VANGUARD BD INDEX FDS | 90,372 | 7,483,000 | 1.12% | ||
| 18 | MAGELLAN MIDSTREAM PRTNRS LP | 103,880 | 7,147,000 | 1.07% | ||
| 19 | VISA INC | 90,573 | 6,927,000 | 1.04% | ||
| 20 | VULCAN MATLS CO | 63,554 | 6,709,000 | 1.00% | ||
| 21 | PROCTER AND GAMBLE CO | 78,278 | 6,443,000 | 0.97% | ||
| 22 | ISHARES TR | 75,489 | 6,419,000 | 0.96% | ||
| 23 | SPDR S&P 500 ETF TR | 30,817 | 6,333,000 | 0.95% | ||
| 24 | VANGUARD INDEX FDS | 67,827 | 5,684,000 | 0.85% | ||
| 25 | AT&T INC | 138,231 | 5,415,000 | 0.81% | ||
| 26 | COLGATE PALMOLIVE CO | 76,362 | 5,395,000 | 0.81% | ||
| 27 | NIKE INC | 84,152 | 5,173,000 | 0.77% | ||
| 28 | WELLS FARGO & CO NEW | 104,036 | 5,031,000 | 0.75% | ||
| 29 | DUKE ENERGY CORP NEW | 62,170 | 5,016,000 | 0.75% | ||
| 30 | TOTAL SYS SVCS INC | 100,568 | 4,785,000 | 0.72% | ||
| 31 | MCDONALDS CORP | 37,610 | 4,727,000 | 0.71% | ||
| 32 | CHEVRON CORP NEW | 47,847 | 4,565,000 | 0.68% | ||
| 33 | VERIZON COMMUNICATIONS INC | 84,076 | 4,547,000 | 0.68% | ||
| 34 | JOHNSON & JOHNSON | 40,457 | 4,378,000 | 0.66% | ||
| 35 | COCA COLA CO | 92,830 | 4,306,000 | 0.65% | ||
| 36 | JPMORGAN CHASE & CO | 153,464 | 4,157,000 | 0.62% | ||
| 37 | ALTRIA GROUP INC | 64,912 | 4,067,000 | 0.61% | ||
| 38 | LOCKHEED MARTIN CORP | 18,100 | 4,009,000 | 0.60% | ||
| 39 | ENTERPRISE PRODS PARTNERS L | 162,769 | 4,007,000 | 0.60% | ||
| 40 | VANGUARD SPECIALIZED FUNDS | 49,115 | 3,991,000 | 0.60% | ||
| 41 | MERCK & CO INC | 74,855 | 3,961,000 | 0.59% | ||
| 42 | MASTERCARD INCORPORATED | 41,800 | 3,950,000 | 0.59% | ||
| 43 | PFIZER INC | 133,008 | 3,943,000 | 0.59% | ||
| 44 | AFLAC INC | 61,412 | 3,878,000 | 0.58% | ||
| 45 | CARDINAL HEALTH INC | 47,270 | 3,874,000 | 0.58% | ||
| 46 | ABBVIE INC | 66,541 | 3,801,000 | 0.57% | ||
| 47 | HONEYWELL INTL INC | 33,525 | 3,756,000 | 0.56% | ||
| 48 | VANGUARD INDEX FDS | 19,746 | 3,723,000 | 0.56% | ||
| 49 | UNITEDHEALTH GROUP INC | 27,715 | 3,572,000 | 0.54% | ||
| 50 | ALPHABET INC | 4,792 | 3,570,000 | 0.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000924181-16-000009, filed 2016.04.19).
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.
