| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 227,175 | 42,982,000 | 8.49% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 407,749 | 32,706,000 | 6.46% | ||
| 3 | VANGUARD INDEX FDS | 142,690 | 18,934,000 | 3.74% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 316,346 | 17,152,000 | 3.39% | ||
| 5 | VANGUARD WHITEHALL FDS | 215,771 | 14,735,000 | 2.91% | ||
| 6 | PPG INDS INC | 63,484 | 14,318,000 | 2.83% | ||
| 7 | SPDR NUVEEN BARLCAYS SOHRT TER | 583,132 | 14,176,000 | 2.80% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 345,658 | 14,123,000 | 2.79% | ||
| 9 | EXXON MOBIL CORP | 145,283 | 12,349,000 | 2.44% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 53 | 11,528,000 | 2.28% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 179,228 | 10,981,000 | 2.17% | ||
| 12 | VANGUARD TAX-MANAGED FDS | 260,385 | 10,369,000 | 2.05% | ||
| 13 | VANGUARD SCOTTSDALE FDS | 91,360 | 8,012,000 | 1.58% | ||
| 14 | VANGUARD INDEX FDS | 90,267 | 7,611,000 | 1.50% | ||
| 15 | PROCTER AND GAMBLE CO | 88,137 | 7,222,000 | 1.43% | ||
| 16 | PIMCO ETF TR | 63,282 | 6,400,000 | 1.26% | ||
| 17 | ISHARES TR | 51,357 | 6,387,000 | 1.26% | ||
| 18 | VANGUARD INDEX FDS | 49,354 | 6,048,000 | 1.19% | ||
| 19 | GENERAL ELECTRIC CO | 239,961 | 5,951,000 | 1.18% | ||
| 20 | SPDR S&P 500 ETF TR | 28,553 | 5,894,000 | 1.16% | ||
| 21 | JOHNSON & JOHNSON | 53,533 | 5,385,000 | 1.06% | ||
| 22 | ISHARES TR | 48,379 | 4,478,000 | 0.88% | ||
| 23 | ISHARES TR | 39,126 | 4,458,000 | 0.88% | ||
| 24 | PEPSICO INC | 37,560 | 3,591,000 | 0.71% | ||
| 25 | BERKSHIRE HATHAWAY INC DEL | 22,275 | 3,214,000 | 0.63% | ||
| 26 | MICROSOFT CORP | 75,819 | 3,082,000 | 0.61% | ||
| 27 | PNC FINL SVCS GROUP INC | 30,958 | 2,887,000 | 0.57% | ||
| 28 | CHEVRON CORP NEW | 26,745 | 2,807,000 | 0.55% | ||
| 29 | 3M CO | 17,006 | 2,805,000 | 0.55% | ||
| 30 | APPLE INC | 21,485 | 2,673,000 | 0.53% | ||
| 31 | ISHARES TR | 65,960 | 2,647,000 | 0.52% | ||
| 32 | PFIZER INC | 75,449 | 2,625,000 | 0.52% | ||
| 33 | DISNEY WALT CO | 24,397 | 2,559,000 | 0.51% | ||
| 34 | INTERNATIONAL BUSINESS MACHS | 15,663 | 2,514,000 | 0.50% | ||
| 35 | SCHLUMBERGER LTD | 27,254 | 2,274,000 | 0.45% | ||
| 36 | WELLS FARGO & CO NEW | 39,325 | 2,140,000 | 0.42% | ||
| 37 | INTEL CORP | 67,505 | 2,111,000 | 0.42% | ||
| 38 | VERIZON COMMUNICATIONS INC | 43,324 | 2,106,000 | 0.42% | ||
| 39 | BRISTOL MYERS SQUIBB CO | 32,469 | 2,094,000 | 0.41% | ||
| 40 | ISHARES TR | 19,502 | 2,058,000 | 0.41% | ||
| 41 | ISHARES TR | 28,977 | 1,860,000 | 0.37% | ||
| 42 | MCDONALDS CORP | 17,978 | 1,752,000 | 0.35% | ||
| 43 | NORFOLK SOUTHN CORP | 15,561 | 1,601,000 | 0.32% | ||
| 44 | VANGUARD INDEX FDS | 15,227 | 1,593,000 | 0.31% | ||
| 45 | VANGUARD INDEX FDS | 18,845 | 1,577,000 | 0.31% | ||
| 46 | AMERICAN EXPRESS CO | 19,545 | 1,527,000 | 0.30% | ||
| 47 | COCA COLA CO | 37,589 | 1,524,000 | 0.30% | ||
| 48 | NEWMARKET CORP COM | 3,178 | 1,519,000 | 0.30% | ||
| 49 | HOME DEPOT INC | 13,353 | 1,517,000 | 0.30% | ||
| 50 | CONOCOPHILLIPS | 24,046 | 1,497,000 | 0.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019754-15-000003, filed 2015.05.06).
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.
