| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 243,520 | 45,521,000 | 9.39% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 472,239 | 37,302,000 | 7.69% | ||
| 3 | VANGUARD INDEX FDS | 155,989 | 18,735,000 | 3.86% | ||
| 4 | VANGUARD WHITEHALL FDS | 237,663 | 15,864,000 | 3.27% | ||
| 5 | VANGUARD INTL EQUITY INDEX F | 314,248 | 15,675,000 | 3.23% | ||
| 6 | SPDR NUVEEN BARLCAYS SOHRT TER | 554,951 | 13,519,000 | 2.79% | ||
| 7 | PPG INDS INC | 122,520 | 12,107,000 | 2.50% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 187,710 | 10,637,000 | 2.19% | ||
| 9 | EXXON MOBIL CORP | 134,416 | 10,477,000 | 2.16% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 51 | 10,088,000 | 2.08% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 301,684 | 9,865,000 | 2.03% | ||
| 12 | VANGUARD TAX-MANAGED FDS | 236,580 | 8,687,000 | 1.79% | ||
| 13 | VANGUARD INDEX FDS | 106,287 | 8,473,000 | 1.75% | ||
| 14 | VANGUARD INDEX FDS | 74,407 | 8,232,000 | 1.70% | ||
| 15 | VANGUARD SCOTTSDALE FDS | 95,578 | 8,037,000 | 1.66% | ||
| 16 | ISHARES TR | 66,260 | 7,462,000 | 1.54% | ||
| 17 | GENERAL ELECTRIC CO | 239,445 | 7,457,000 | 1.54% | ||
| 18 | PIMCO ETF TR | 70,930 | 7,136,000 | 1.47% | ||
| 19 | PROCTER AND GAMBLE CO | 86,758 | 6,889,000 | 1.42% | ||
| 20 | JOHNSON & JOHNSON | 51,752 | 5,316,000 | 1.10% | ||
| 21 | SPDR S&P 500 ETF TR | 25,872 | 5,275,000 | 1.09% | ||
| 22 | ISHARES TR | 40,434 | 4,682,000 | 0.97% | ||
| 23 | ISHARES TR | 50,915 | 4,508,000 | 0.93% | ||
| 24 | VANGUARD INTL EQUITY INDEX F | 98,293 | 4,266,000 | 0.88% | ||
| 25 | MICROSOFT CORP | 72,426 | 4,018,000 | 0.83% | ||
| 26 | PEPSICO INC | 36,016 | 3,599,000 | 0.74% | ||
| 27 | ISHARES TR | 103,751 | 3,339,000 | 0.69% | ||
| 28 | ISHARES TR | 29,918 | 3,129,000 | 0.65% | ||
| 29 | BERKSHIRE HATHAWAY INC DEL | 21,528 | 2,843,000 | 0.59% | ||
| 30 | PNC FINL SVCS GROUP INC | 28,480 | 2,715,000 | 0.56% | ||
| 31 | 3M CO | 17,168 | 2,587,000 | 0.53% | ||
| 32 | PFIZER INC | 75,268 | 2,429,000 | 0.50% | ||
| 33 | DISNEY WALT CO | 22,571 | 2,372,000 | 0.49% | ||
| 34 | BRISTOL MYERS SQUIBB CO | 33,745 | 2,322,000 | 0.48% | ||
| 35 | INTEL CORP | 64,131 | 2,209,000 | 0.46% | ||
| 36 | CHEVRON CORP NEW | 24,255 | 2,182,000 | 0.45% | ||
| 37 | APPLE INC | 20,481 | 2,156,000 | 0.44% | ||
| 38 | MCDONALDS CORP | 17,820 | 2,106,000 | 0.43% | ||
| 39 | VERIZON COMMUNICATIONS INC | 45,253 | 2,091,000 | 0.43% | ||
| 40 | WELLS FARGO & CO NEW | 38,222 | 2,078,000 | 0.43% | ||
| 41 | INTERNATIONAL BUSINESS MACHS | 13,770 | 1,895,000 | 0.39% | ||
| 42 | SCHLUMBERGER LTD | 25,689 | 1,792,000 | 0.37% | ||
| 43 | COCA COLA CO | 39,604 | 1,701,000 | 0.35% | ||
| 44 | COMCAST CORP NEW | 29,957 | 1,691,000 | 0.35% | ||
| 45 | JPMORGAN CHASE & CO | 24,109 | 1,592,000 | 0.33% | ||
| 46 | ISHARES RUSSELL 2000 VALUE ETF | 17,230 | 1,584,000 | 0.33% | ||
| 47 | VANGUARD INDEX FDS | 14,770 | 1,571,000 | 0.32% | ||
| 48 | VANGUARD INDEX FDS | 15,837 | 1,564,000 | 0.32% | ||
| 49 | VANGUARD INDEX FDS | 19,136 | 1,560,000 | 0.32% | ||
| 50 | HOME DEPOT INC | 11,551 | 1,527,000 | 0.31% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019754-16-000006, filed 2016.02.04).
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.
