| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | NOVARTIS A G | 11,522 | 1,136,000 | 1.58% | ||
| 52 | PFIZER INC | 32,940 | 1,146,000 | 1.60% | ||
| 53 | WISDOMTREE TR | 13,710 | 1,180,000 | 1.65% | ||
| 54 | AT&T INC | 39,010 | 1,274,000 | 1.78% | ||
| 55 | Chubb Corporation | 12,790 | 1,293,000 | 1.80% | ||
| 56 | SELECT SECTOR SPDR TR | 31,314 | 1,297,000 | 1.81% | ||
| 57 | NIKE INC | 13,628 | 1,367,000 | 1.91% | ||
| 58 | BERKSHIRE HATHAWAY INC DEL | 9,793 | 1,413,000 | 1.97% | ||
| 59 | 3M CO | 10,081 | 1,662,000 | 2.32% | ||
| 60 | CHEVRON CORP NEW | 16,261 | 1,707,000 | 2.38% | ||
| 61 | MCDONALDS CORP | 17,708 | 1,726,000 | 2.41% | ||
| 62 | JOHNSON & JOHNSON | 17,495 | 1,760,000 | 2.46% | ||
| 63 | ISHARES TR | 14,229 | 1,770,000 | 2.47% | ||
| 64 | PEPSICO INC | 19,127 | 1,828,000 | 2.55% | ||
| 65 | AUTOMATIC DATA PROCESSING IN | 23,195 | 1,986,000 | 2.77% | ||
| 66 | APPLE INC | 16,534 | 2,057,000 | 2.87% | ||
| 67 | EXXON MOBIL CORP | 27,508 | 2,338,000 | 3.26% | ||
| 68 | DBX ETF TR | 91,316 | 2,736,000 | 3.82% | ||
| 69 | VANGUARD INDEX FDS | 48,944 | 4,126,000 | 5.76% | ||
| 70 | ISHARES TR | 36,268 | 5,512,000 | 7.69% | ||
| 71 | PIMCO ETF TR | 74,024 | 7,514,000 | 10.48% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000936938-15-000005, filed 2015.04.09).
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.
