| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 307,403 | 24,918,000 | 3.67% | ||
| 2 | MID-AM APRTMNT COMM | 147,959 | 15,743,000 | 2.32% | ||
| 3 | VANGUARD INDEX FDS | 120,461 | 14,893,000 | 2.20% | ||
| 4 | VANGUARD INDEX FDS | 139,860 | 13,406,000 | 1.98% | ||
| 5 | ISHARES TR | 88,067 | 13,156,000 | 1.94% | ||
| 6 | SCHWAB SHORT-TERM US TREASURY ETF | 234,519 | 11,951,000 | 1.76% | ||
| 7 | APPLE INC | 109,399 | 10,458,000 | 1.54% | ||
| 8 | SOUTHERN CO | 190,200 | 10,200,000 | 1.50% | ||
| 9 | SCHWAB U.S. LARGE-CAP ETF | 204,018 | 10,154,000 | 1.50% | ||
| 10 | VANGUARD INDEX FDS | 85,870 | 9,933,000 | 1.46% | ||
| 11 | DISNEY WALT CO | 99,969 | 9,779,000 | 1.44% | ||
| 12 | TORCHMARK CORP | 148,359 | 9,172,000 | 1.35% | ||
| 13 | VANGUARD WORLD FD | 127,944 | 9,149,000 | 1.35% | ||
| 14 | EXXON MOBIL CORP | 91,834 | 8,609,000 | 1.27% | ||
| 15 | VULCAN MATLS CO | 68,626 | 8,260,000 | 1.22% | ||
| 16 | VANGUARD BD INDEX FDS | 97,581 | 8,226,000 | 1.21% | ||
| 17 | MAGELLAN MIDSTREAM PRTNRS LP | 95,863 | 7,286,000 | 1.07% | ||
| 18 | HOME DEPOT INC | 54,269 | 6,930,000 | 1.02% | ||
| 19 | VANGUARD WORLD FD | 111,845 | 6,885,000 | 1.02% | ||
| 20 | PROCTER AND GAMBLE CO | 79,407 | 6,723,000 | 0.99% | ||
| 21 | SPDR S&P 500 ETF TR | 31,259 | 6,548,000 | 0.97% | ||
| 22 | AT&T INC | 144,958 | 6,264,000 | 0.92% | ||
| 23 | ISHARES TR | 73,172 | 6,243,000 | 0.92% | ||
| 24 | VANGUARD INDEX FDS | 69,796 | 6,189,000 | 0.91% | ||
| 25 | VISA INC | 81,273 | 6,028,000 | 0.89% | ||
| 26 | SCHWAB U.S. MID-CAP ETF | 136,753 | 5,745,000 | 0.85% | ||
| 27 | COLGATE PALMOLIVE CO | 77,862 | 5,699,000 | 0.84% | ||
| 28 | TOTAL SYS SVCS INC | 100,085 | 5,316,000 | 0.78% | ||
| 29 | JPMORGAN CHASE & CO | 164,764 | 5,241,000 | 0.77% | ||
| 30 | DUKE ENERGY CORP NEW | 60,752 | 5,212,000 | 0.77% | ||
| 31 | JOHNSON & JOHNSON | 40,202 | 4,877,000 | 0.72% | ||
| 32 | CHEVRON CORP NEW | 45,902 | 4,812,000 | 0.71% | ||
| 33 | VERIZON COMMUNICATIONS INC | 85,147 | 4,755,000 | 0.70% | ||
| 34 | WELLS FARGO & CO NEW | 100,452 | 4,754,000 | 0.70% | ||
| 35 | LOCKHEED MARTIN CORP | 18,750 | 4,653,000 | 0.69% | ||
| 36 | NIKE INC | 83,900 | 4,631,000 | 0.68% | ||
| 37 | PFIZER INC | 131,162 | 4,618,000 | 0.68% | ||
| 38 | MCDONALDS CORP | 37,559 | 4,520,000 | 0.67% | ||
| 39 | AFLAC INC | 62,566 | 4,515,000 | 0.67% | ||
| 40 | ENTERPRISE PRODS PARTNERS L | 152,766 | 4,470,000 | 0.66% | ||
| 41 | MERCK & CO INC | 77,270 | 4,452,000 | 0.66% | ||
| 42 | COCA COLA CO | 95,430 | 4,326,000 | 0.64% | ||
| 43 | ABBVIE INC | 66,786 | 4,135,000 | 0.61% | ||
| 44 | VANGUARD SPECIALIZED FUNDS | 49,308 | 4,104,000 | 0.61% | ||
| 45 | MICROSOFT CORP | 76,947 | 3,937,000 | 0.58% | ||
| 46 | UNITEDHEALTH GROUP INC | 27,604 | 3,898,000 | 0.57% | ||
| 47 | INTEL CORP | 118,429 | 3,884,000 | 0.57% | ||
| 48 | HONEYWELL INTL INC | 33,205 | 3,862,000 | 0.57% | ||
| 49 | ALTRIA GROUP INC | 55,941 | 3,858,000 | 0.57% | ||
| 50 | VANGUARD INDEX FDS | 19,711 | 3,788,000 | 0.56% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000924181-16-000010, filed 2016.07.18).
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.
