| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 241,678 | 42,465,000 | 9.05% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 439,686 | 35,047,000 | 7.47% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 369,410 | 18,167,000 | 3.87% | ||
| 4 | VANGUARD INDEX FDS | 153,986 | 17,965,000 | 3.83% | ||
| 5 | VANGUARD WHITEHALL FDS | 232,121 | 14,542,000 | 3.10% | ||
| 6 | SPDR NUVEEN BARLCAYS SOHRT TER | 537,667 | 13,098,000 | 2.79% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 356,711 | 11,803,000 | 2.52% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 215,929 | 11,590,000 | 2.47% | ||
| 9 | PPG INDS INC | 122,530 | 10,745,000 | 2.29% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 53 | 10,348,000 | 2.21% | ||
| 11 | EXXON MOBIL CORP | 134,778 | 10,021,000 | 2.14% | ||
| 12 | PIMCO ETF TR | 92,508 | 9,320,000 | 1.99% | ||
| 13 | VANGUARD TAX-MANAGED FDS | 251,853 | 8,974,000 | 1.91% | ||
| 14 | VANGUARD INDEX FDS | 74,404 | 8,031,000 | 1.71% | ||
| 15 | VANGUARD INDEX FDS | 103,204 | 7,796,000 | 1.66% | ||
| 16 | VANGUARD SCOTTSDALE FDS | 90,788 | 7,756,000 | 1.65% | ||
| 17 | ISHARES TR | 58,973 | 6,440,000 | 1.37% | ||
| 18 | PROCTER AND GAMBLE CO | 86,561 | 6,228,000 | 1.33% | ||
| 19 | GENERAL ELECTRIC CO | 237,514 | 5,988,000 | 1.28% | ||
| 20 | SPDR S&P 500 ETF TR | 25,700 | 4,925,000 | 1.05% | ||
| 21 | JOHNSON & JOHNSON | 52,456 | 4,897,000 | 1.04% | ||
| 22 | ISHARES TR | 41,329 | 4,455,000 | 0.95% | ||
| 23 | ISHARES TR | 51,923 | 4,363,000 | 0.93% | ||
| 24 | ISHARES TR | 108,134 | 3,544,000 | 0.76% | ||
| 25 | PEPSICO INC | 36,294 | 3,423,000 | 0.73% | ||
| 26 | MICROSOFT CORP | 72,512 | 3,209,000 | 0.68% | ||
| 27 | BERKSHIRE HATHAWAY INC DEL | 20,923 | 2,729,000 | 0.58% | ||
| 28 | PNC FINL SVCS GROUP INC | 29,163 | 2,602,000 | 0.55% | ||
| 29 | 3M CO | 17,270 | 2,449,000 | 0.52% | ||
| 30 | DISNEY WALT CO | 23,130 | 2,364,000 | 0.50% | ||
| 31 | PFIZER INC | 73,504 | 2,308,000 | 0.49% | ||
| 32 | APPLE INC | 20,262 | 2,235,000 | 0.48% | ||
| 33 | INTERNATIONAL BUSINESS MACHS | 15,026 | 2,178,000 | 0.46% | ||
| 34 | ISHARES TR | 19,964 | 2,099,000 | 0.45% | ||
| 35 | WELLS FARGO & CO NEW | 38,511 | 1,977,000 | 0.42% | ||
| 36 | INTEL CORP | 64,724 | 1,950,000 | 0.42% | ||
| 37 | CHEVRON CORP NEW | 24,632 | 1,942,000 | 0.41% | ||
| 38 | BRISTOL MYERS SQUIBB CO | 32,469 | 1,922,000 | 0.41% | ||
| 39 | VERIZON COMMUNICATIONS INC | 43,191 | 1,879,000 | 0.40% | ||
| 40 | SCHLUMBERGER LTD | 26,308 | 1,815,000 | 0.39% | ||
| 41 | MCDONALDS CORP | 17,864 | 1,760,000 | 0.38% | ||
| 42 | ISHARES RUSSELL 2000 VALUE ETF | 19,414 | 1,749,000 | 0.37% | ||
| 43 | VANGUARD INTL EQUITY INDEX F | 39,793 | 1,696,000 | 0.36% | ||
| 44 | COCA COLA CO | 39,979 | 1,603,000 | 0.34% | ||
| 45 | VANGUARD INDEX FDS | 16,162 | 1,565,000 | 0.33% | ||
| 46 | JPMORGAN CHASE & CO | 24,123 | 1,471,000 | 0.31% | ||
| 47 | VANGUARD INDEX FDS | 14,607 | 1,465,000 | 0.31% | ||
| 48 | ISHARES TR | 25,501 | 1,461,000 | 0.31% | ||
| 49 | VANGUARD INDEX FDS | 18,545 | 1,423,000 | 0.30% | ||
| 50 | HOME DEPOT INC | 11,672 | 1,348,000 | 0.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019754-15-000005, filed 2015.11.05).
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.
