| # | % | |||||
|---|---|---|---|---|---|---|
| 1001 | APPLE INC | 384,972 | 38,786,000 | 0.78% | ||
| 1002 | WELLS FARGO & CO NEW | 792,655 | 41,114,000 | 0.82% | ||
| 1003 | JPMORGAN CHASE & CO | 690,639 | 41,604,000 | 0.83% | ||
| 1004 | ISHARES TR | 1,645,771 | 89,974,000 | 1.81% | ||
| 1005 | VANGUARD BD INDEX FDS | 1,281,351 | 104,981,000 | 2.11% | ||
| 1006 | SPDR S&P 500 ETF TR | 609,172 | 120,019,000 | 2.41% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-14-010811, filed 2014.11.03).
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.