| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 253,225 | 45,729,000 | 9.24% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 399,239 | 31,887,000 | 6.44% | ||
| 3 | EXXON MOBIL CORP | 159,341 | 14,986,000 | 3.03% | ||
| 4 | VANGUARD INDEX FDS | 125,151 | 14,681,000 | 2.97% | ||
| 5 | SPDR NUVEEN BARLCAYS SOHRT TER | 592,612 | 14,459,000 | 2.92% | ||
| 6 | VANGUARD TAX-MANAGED FDS | 328,657 | 13,064,000 | 2.64% | ||
| 7 | PPG INDS INC | 65,599 | 12,906,000 | 2.61% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 224,370 | 12,390,000 | 2.50% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 295,512 | 12,322,000 | 2.49% | ||
| 10 | VANGUARD WHITEHALL FDS | 166,419 | 11,050,000 | 2.23% | ||
| 11 | BERKSHIRE HATHAWAY INC DEL | 53 | 10,966,000 | 2.21% | ||
| 12 | PROCTER AND GAMBLE CO | 90,679 | 7,593,000 | 1.53% | ||
| 13 | VANGUARD SCOTTSDALE FDS | 87,291 | 7,487,000 | 1.51% | ||
| 14 | VANGUARD INTL EQUITY INDEX F | 110,048 | 6,525,000 | 1.32% | ||
| 15 | JOHNSON & JOHNSON | 60,771 | 6,478,000 | 1.31% | ||
| 16 | VANGUARD INDEX FDS | 86,688 | 6,228,000 | 1.26% | ||
| 17 | SPDR S&P 500 ETF TR | 30,749 | 6,058,000 | 1.22% | ||
| 18 | ISHARES TR | 53,212 | 5,819,000 | 1.18% | ||
| 19 | GENERAL ELECTRIC CO | 212,116 | 5,433,000 | 1.10% | ||
| 20 | MICROSOFT CORP | 90,788 | 4,209,000 | 0.85% | ||
| 21 | PEPSICO INC | 40,339 | 3,756,000 | 0.76% | ||
| 22 | VANGUARD INDEX FDS | 33,273 | 3,681,000 | 0.74% | ||
| 23 | ISHARES TR | 33,585 | 3,588,000 | 0.72% | ||
| 24 | BERKSHIRE HATHAWAY INC DEL | 25,883 | 3,576,000 | 0.72% | ||
| 25 | INTERNATIONAL BUSINESS MACHS | 18,708 | 3,551,000 | 0.72% | ||
| 26 | ISHARES TR | 38,964 | 3,509,000 | 0.71% | ||
| 27 | CHEVRON CORP NEW | 28,580 | 3,410,000 | 0.69% | ||
| 28 | PNC FINL SVCS GROUP INC | 34,924 | 2,989,000 | 0.60% | ||
| 29 | ISHARES TR | 67,510 | 2,806,000 | 0.57% | ||
| 30 | 3M CO | 18,807 | 2,664,000 | 0.54% | ||
| 31 | SCHLUMBERGER LTD | 25,778 | 2,621,000 | 0.53% | ||
| 32 | PFIZER INC | 86,920 | 2,569,000 | 0.52% | ||
| 33 | APPLE INC | 25,153 | 2,534,000 | 0.51% | ||
| 34 | PIMCO ETF TR | 23,399 | 2,372,000 | 0.48% | ||
| 35 | VERIZON COMMUNICATIONS INC | 47,057 | 2,352,000 | 0.48% | ||
| 36 | INTEL CORP | 67,449 | 2,348,000 | 0.47% | ||
| 37 | COCA COLA CO | 52,132 | 2,224,000 | 0.45% | ||
| 38 | ISHARES TR | 20,753 | 2,185,000 | 0.44% | ||
| 39 | VANGUARD INDEX FDS | 21,445 | 2,137,000 | 0.43% | ||
| 40 | CONOCOPHILLIPS | 27,031 | 2,068,000 | 0.42% | ||
| 41 | WELLS FARGO & CO NEW | 38,393 | 1,991,000 | 0.40% | ||
| 42 | ISHARES TR | 30,269 | 1,941,000 | 0.39% | ||
| 43 | VANGUARD INDEX FDS | 23,850 | 1,937,000 | 0.39% | ||
| 44 | AMERICAN EXPRESS CO | 21,959 | 1,923,000 | 0.39% | ||
| 45 | OLD DOMINION FREIGHT LINE IN | 24,859 | 1,756,000 | 0.35% | ||
| 46 | NORFOLK SOUTHN CORP | 15,513 | 1,731,000 | 0.35% | ||
| 47 | COMCAST CORP NEW | 32,229 | 1,724,000 | 0.35% | ||
| 48 | COLGATE PALMOLIVE CO | 26,380 | 1,721,000 | 0.35% | ||
| 49 | DISNEY WALT CO | 19,246 | 1,713,000 | 0.35% | ||
| 50 | AUTOMATIC DATA PROCESSING IN | 20,525 | 1,706,000 | 0.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019754-14-000005, filed 2014.10.21).
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.
