| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | AT&T INC | 117,893 | 4,788,000 | 0.73% | ||
| 52 | SCHLUMBERGER LTD | 61,109 | 4,806,000 | 0.73% | ||
| 53 | FIRST REP BK SAN FRANCISCO C | 62,987 | 4,857,000 | 0.74% | ||
| 54 | CHEVRON CORP NEW | 47,395 | 4,878,000 | 0.74% | ||
| 55 | GENERAL ELECTRIC CO | 181,197 | 5,367,000 | 0.82% | ||
| 56 | PROCTER AND GAMBLE CO | 60,278 | 5,410,000 | 0.82% | ||
| 57 | Intuit Inc | 29,292 | 5,598,000 | 0.85% | ||
| 58 | EXXON MOBIL CORP | 70,574 | 6,160,000 | 0.94% | ||
| 59 | JOHNSON & JOHNSON | 52,667 | 6,222,000 | 0.95% | ||
| 60 | SCHWAB CHARLES CORP | 206,010 | 6,504,000 | 0.99% | ||
| 61 | VISA INC CL A COMMON STOCK | 80,095 | 6,624,000 | 1.01% | ||
| 62 | ALPHABET INC | 8,338 | 6,705,000 | 1.02% | ||
| 63 | SPDR S&P MIDCAP 400 ETF TR | 26,706 | 7,538,000 | 1.15% | ||
| 64 | DISNEY WALT CO | 84,439 | 7,841,000 | 1.20% | ||
| 65 | AMAZON COM INC | 9,689 | 8,113,000 | 1.24% | ||
| 66 | APPLE INC | 101,358 | 11,459,000 | 1.75% | ||
| 67 | FACEBOOK INC | 90,534 | 11,613,000 | 1.77% | ||
| 68 | ISHARES TR | 79,230 | 17,237,000 | 2.63% | ||
| 69 | ISHARES TRUST S&P 100 ETF | 200,467 | 19,231,000 | 2.93% | ||
| 70 | SPDR SER TR | 519,680 | 21,967,000 | 3.35% | ||
| 71 | VANGUARD INTL EQUITY INDEX F | 768,118 | 28,904,000 | 4.41% | ||
| 72 | SELECT SECTOR SPDR TRUST THE T | 690,352 | 32,985,000 | 5.03% | ||
| 73 | ISHARES TR | 294,834 | 45,614,000 | 6.95% | ||
| 74 | ISHARES TR | 1,247,289 | 73,752,000 | 11.24% | ||
| 75 | ISHARES TR | 757,620 | 78,921,000 | 12.03% | ||
| 76 | SPDR S&P 500 ETF TR | 593,650 | 128,407,000 | 19.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001009209-16-000011, filed 2016.11.14).
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.
