| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 247,216 | 44,358,000 | 8.72% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 392,554 | 31,549,000 | 6.20% | ||
| 3 | EXXON MOBIL CORP | 157,344 | 15,842,000 | 3.11% | ||
| 4 | VANGUARD INDEX FDS | 118,413 | 14,052,000 | 2.76% | ||
| 5 | PPG INDS INC | 66,164 | 13,904,000 | 2.73% | ||
| 6 | VANGUARD TAX-MANAGED FDS | 312,513 | 13,310,000 | 2.62% | ||
| 7 | SPDR NUVEEN BARLCAYS SOHRT TER | 544,871 | 13,251,000 | 2.60% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 203,974 | 12,228,000 | 2.40% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 280,587 | 12,101,000 | 2.38% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 53 | 10,065,000 | 1.98% | ||
| 11 | VANGUARD WHITEHALL FDS | 141,450 | 9,379,000 | 1.84% | ||
| 12 | VANGUARD SCOTTSDALE FDS | 84,182 | 7,286,000 | 1.43% | ||
| 13 | PROCTER AND GAMBLE CO | 90,845 | 7,140,000 | 1.40% | ||
| 14 | JOHNSON & JOHNSON | 62,601 | 6,550,000 | 1.29% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 104,561 | 6,508,000 | 1.28% | ||
| 16 | ISHARES TR | 53,149 | 6,314,000 | 1.24% | ||
| 17 | VANGUARD INDEX FDS | 83,184 | 6,226,000 | 1.22% | ||
| 18 | SPDR S&P 500 ETF TR | 31,049 | 6,076,000 | 1.19% | ||
| 19 | GENERAL ELECTRIC CO | 218,324 | 5,735,000 | 1.13% | ||
| 20 | PIMCO ETF TR | 52,615 | 5,335,000 | 1.05% | ||
| 21 | MICROSOFT CORP | 97,069 | 4,047,000 | 0.80% | ||
| 22 | CHEVRON CORP NEW | 28,294 | 3,694,000 | 0.73% | ||
| 23 | PEPSICO INC | 40,974 | 3,661,000 | 0.72% | ||
| 24 | ISHARES TR | 33,150 | 3,487,000 | 0.69% | ||
| 25 | APPLE INC | 37,221 | 3,459,000 | 0.68% | ||
| 26 | ISHARES TR | 37,744 | 3,408,000 | 0.67% | ||
| 27 | BERKSHIRE HATHAWAY INC DEL | 26,633 | 3,370,000 | 0.66% | ||
| 28 | INTERNATIONAL BUSINESS MACHS | 18,367 | 3,330,000 | 0.65% | ||
| 29 | SCHLUMBERGER LTD | 27,339 | 3,225,000 | 0.63% | ||
| 30 | VANGUARD INDEX FDS | 27,051 | 3,168,000 | 0.62% | ||
| 31 | ISHARES TR | 71,730 | 3,100,000 | 0.61% | ||
| 32 | PNC FINL SVCS GROUP INC | 34,689 | 3,089,000 | 0.61% | ||
| 33 | 3M CO | 19,160 | 2,745,000 | 0.54% | ||
| 34 | PFIZER INC | 87,010 | 2,583,000 | 0.51% | ||
| 35 | CONOCOPHILLIPS | 27,750 | 2,379,000 | 0.47% | ||
| 36 | COCA COLA CO | 54,106 | 2,291,000 | 0.45% | ||
| 37 | VERIZON COMMUNICATIONS INC | 46,493 | 2,275,000 | 0.45% | ||
| 38 | ISHARES TR | 21,247 | 2,246,000 | 0.44% | ||
| 39 | AMERICAN EXPRESS CO | 23,182 | 2,199,000 | 0.43% | ||
| 40 | VANGUARD INDEX FDS | 22,045 | 2,180,000 | 0.43% | ||
| 41 | INTEL CORP | 67,589 | 2,088,000 | 0.41% | ||
| 42 | ISHARES TR | 30,294 | 2,071,000 | 0.41% | ||
| 43 | WELLS FARGO & CO NEW | 38,676 | 2,032,000 | 0.40% | ||
| 44 | VANGUARD INDEX FDS | 23,850 | 1,931,000 | 0.38% | ||
| 45 | DISNEY WALT CO | 22,518 | 1,930,000 | 0.38% | ||
| 46 | COLGATE PALMOLIVE CO | 26,835 | 1,829,000 | 0.36% | ||
| 47 | EMERSON ELEC CO | 27,295 | 1,811,000 | 0.36% | ||
| 48 | COMCAST CORP NEW | 32,829 | 1,751,000 | 0.34% | ||
| 49 | BECTON DICKINSON & CO | 14,783 | 1,749,000 | 0.34% | ||
| 50 | OLD DOMINION FREIGHT LINE IN | 27,197 | 1,732,000 | 0.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019754-14-000004, filed 2014.07.16).
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.
