| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | VANGUARD INDEX FDS | 20,169 | 2,326,000 | 0.32% | ||
| 52 | SELECT SECTOR SPDR TRUST THE H | 25,493 | 1,758,000 | 0.24% | ||
| 53 | VANGUARD WHITEHALL FDS | 19,427 | 1,472,000 | 0.20% | ||
| 54 | WELLS FARGO & CO NEW | 21,804 | 1,201,000 | 0.17% | ||
| 55 | WISDOMTREE TR | 14,336 | 1,151,000 | 0.16% | ||
| 56 | INTERNATIONAL BUSINESS MACHS | 4,913 | 816,000 | 0.11% | ||
| 57 | COSTCO WHSL CORP NEW | 5,013 | 803,000 | 0.11% | ||
| 58 | BOEING CO | 3,551 | 553,000 | 0.08% | ||
| 59 | ISHARES TR | 4,226 | 515,000 | 0.07% | ||
| 60 | VANGUARD SPECIALIZED FUNDS | 5,248 | 447,000 | 0.06% | ||
| 61 | BERKSHIRE HATHAWAY INC DEL | 2,558 | 417,000 | 0.06% | ||
| 62 | VERIZON COMMUNICATIONS INC | 7,668 | 410,000 | 0.06% | ||
| 63 | BRISTOL MYERS SQUIBB CO | 6,908 | 404,000 | 0.06% | ||
| 64 | UNITED TECHNOLOGIES CORP | 3,638 | 399,000 | 0.05% | ||
| 65 | ISHARES TR | 2,677 | 368,000 | 0.05% | ||
| 66 | Intuitive Surgical Inc | 541 | 343,000 | 0.05% | ||
| 67 | HOME DEPOT INC | 2,522 | 338,000 | 0.05% | ||
| 68 | PG&E CORP | 5,137 | 312,000 | 0.04% | ||
| 69 | CISCO SYS INC | 9,918 | 300,000 | 0.04% | ||
| 70 | AFLAC INC | 4,254 | 296,000 | 0.04% | ||
| 71 | ISHARES TR | 2,168 | 292,000 | 0.04% | ||
| 72 | UNION PAC CORP | 2,769 | 287,000 | 0.04% | ||
| 73 | SOUTHERN CO | 5,289 | 260,000 | 0.04% | ||
| 74 | VANGUARD INTL EQUITY INDEX F | 4,427 | 257,000 | 0.04% | ||
| 75 | Berkshire Hathaway Class A 1/100 | 100 | 244,000 | 0.03% | ||
| 76 | BERKSHIRE HATHAWAY INC DEL | 1 | 244,000 | 0.03% | ||
| 77 | ISHARES RUSSELL 2000 VALUE ETF | 1,956 | 233,000 | 0.03% | ||
| 78 | ORACLE CORP | 5,811 | 223,000 | 0.03% | ||
| 79 | CLOROX CO DEL | 1,811 | 217,000 | 0.03% | ||
| 80 | INTUIT | 1,826 | 209,000 | 0.03% | ||
| 81 | FS KKR CAPITAL CORP COM | 13,164 | 136,000 | 0.02% | ||
| 82 | Gastar Exploration, Ltd. | 20,000 | 31,000 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001009209-17-000001, filed 2017.02.13).
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.
