| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 248,074 | 46,777,000 | 9.10% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 477,319 | 38,200,000 | 7.43% | ||
| 3 | VANGUARD INDEX FDS | 162,329 | 19,679,000 | 3.83% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 371,638 | 18,032,000 | 3.51% | ||
| 5 | VANGUARD WHITEHALL FDS | 230,155 | 15,890,000 | 3.09% | ||
| 6 | SPDR SER TR | 289,296 | 14,120,000 | 2.75% | ||
| 7 | PPG INDS INC | 122,825 | 13,693,000 | 2.66% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 225,625 | 12,470,000 | 2.43% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 359,947 | 12,443,000 | 2.42% | ||
| 10 | EXXON MOBIL CORP | 139,381 | 11,651,000 | 2.27% | ||
| 11 | BERKSHIRE HATHAWAY INC DEL | 51 | 10,886,000 | 2.12% | ||
| 12 | VANGUARD INDEX FDS | 115,941 | 9,716,000 | 1.89% | ||
| 13 | VANGUARD INDEX FDS | 83,310 | 9,288,000 | 1.81% | ||
| 14 | PIMCO ETF TR | 87,488 | 8,817,000 | 1.72% | ||
| 15 | VANGUARD SCOTTSDALE FDS | 99,734 | 8,670,000 | 1.69% | ||
| 16 | VANGUARD TAX-MANAGED FDS | 217,969 | 7,820,000 | 1.52% | ||
| 17 | GENERAL ELECTRIC CO | 238,827 | 7,593,000 | 1.48% | ||
| 18 | PROCTER AND GAMBLE CO | 88,401 | 7,276,000 | 1.42% | ||
| 19 | ISHARES TR | 58,950 | 6,521,000 | 1.27% | ||
| 20 | JOHNSON & JOHNSON | 58,766 | 6,358,000 | 1.24% | ||
| 21 | SPDR S&P 500 ETF TR | 24,462 | 5,028,000 | 0.98% | ||
| 22 | ISHARES TR | 41,945 | 4,861,000 | 0.95% | ||
| 23 | ISHARES TR | 53,353 | 4,798,000 | 0.93% | ||
| 24 | PEPSICO INC | 42,911 | 4,397,000 | 0.86% | ||
| 25 | MICROSOFT CORP | 77,317 | 4,270,000 | 0.83% | ||
| 26 | ISHARES TR | 109,146 | 3,738,000 | 0.73% | ||
| 27 | VANGUARD INTL EQUITY INDEX F | 78,486 | 3,386,000 | 0.66% | ||
| 28 | BERKSHIRE HATHAWAY INC DEL | 23,578 | 3,345,000 | 0.65% | ||
| 29 | ISHARES TR | 29,168 | 3,075,000 | 0.60% | ||
| 30 | 3M CO | 17,113 | 2,851,000 | 0.55% | ||
| 31 | VERIZON COMMUNICATIONS INC | 45,894 | 2,482,000 | 0.48% | ||
| 32 | PNC FINL SVCS GROUP INC | 28,699 | 2,427,000 | 0.47% | ||
| 33 | APPLE INC | 21,523 | 2,345,000 | 0.46% | ||
| 34 | MCDONALDS CORP | 18,517 | 2,327,000 | 0.45% | ||
| 35 | CHEVRON CORP NEW | 24,201 | 2,309,000 | 0.45% | ||
| 36 | DISNEY WALT CO | 23,213 | 2,305,000 | 0.45% | ||
| 37 | PFIZER INC | 75,712 | 2,244,000 | 0.44% | ||
| 38 | ISHARES TR | 27,474 | 2,244,000 | 0.44% | ||
| 39 | ISHARES RUSSELL 2000 VALUE ETF | 23,710 | 2,209,000 | 0.43% | ||
| 40 | BRISTOL MYERS SQUIBB CO | 34,145 | 2,181,000 | 0.42% | ||
| 41 | INTEL CORP | 65,636 | 2,122,000 | 0.41% | ||
| 42 | INTERNATIONAL BUSINESS MACHS | 13,770 | 2,086,000 | 0.41% | ||
| 43 | VANGUARD INDEX FDS | 20,155 | 2,053,000 | 0.40% | ||
| 44 | AT&T INC | 52,003 | 2,037,000 | 0.40% | ||
| 45 | SCHLUMBERGER LTD | 27,571 | 2,034,000 | 0.40% | ||
| 46 | ISHARES TR | 16,897 | 1,886,000 | 0.37% | ||
| 47 | COCA COLA CO | 40,595 | 1,882,000 | 0.37% | ||
| 48 | WELLS FARGO & CO NEW | 38,422 | 1,858,000 | 0.36% | ||
| 49 | AUTOMATIC DATA PROCESSING IN | 20,281 | 1,819,000 | 0.35% | ||
| 50 | COMCAST CORP NEW | 29,748 | 1,817,000 | 0.35% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019754-16-000008, filed 2016.05.05).
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.
