| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 256,718 | 49,342,000 | 9.25% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 475,202 | 38,415,000 | 7.20% | ||
| 3 | VANGUARD INDEX FDS | 168,539 | 20,836,000 | 3.91% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 428,207 | 19,976,000 | 3.75% | ||
| 5 | VANGUARD WHITEHALL FDS | 245,962 | 17,574,000 | 3.30% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 269,917 | 15,040,000 | 2.82% | ||
| 7 | SPDR SER TR | 296,092 | 14,532,000 | 2.73% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 394,641 | 13,899,000 | 2.61% | ||
| 9 | EXXON MOBIL CORP | 140,134 | 13,136,000 | 2.46% | ||
| 10 | PPG INDS INC | 122,825 | 12,792,000 | 2.40% | ||
| 11 | VANGUARD INDEX FDS | 131,875 | 11,693,000 | 2.19% | ||
| 12 | BERKSHIRE HATHAWAY INC DEL | 51 | 11,066,000 | 2.08% | ||
| 13 | VANGUARD INDEX FDS | 90,006 | 10,412,000 | 1.95% | ||
| 14 | VANGUARD SCOTTSDALE FDS | 109,452 | 9,785,000 | 1.84% | ||
| 15 | JOHNSON & JOHNSON | 62,459 | 7,577,000 | 1.42% | ||
| 16 | GENERAL ELECTRIC CO | 237,265 | 7,467,000 | 1.40% | ||
| 17 | PROCTER AND GAMBLE CO | 86,791 | 7,348,000 | 1.38% | ||
| 18 | VANGUARD TAX-MANAGED FDS | 199,878 | 7,068,000 | 1.33% | ||
| 19 | ISHARES TR | 56,964 | 6,550,000 | 1.23% | ||
| 20 | PIMCO ETF TR | 62,939 | 6,367,000 | 1.19% | ||
| 21 | ISHARES TR | 58,335 | 5,419,000 | 1.02% | ||
| 22 | ISHARES TR | 46,215 | 5,387,000 | 1.01% | ||
| 23 | SPDR S&P 500 ETF TR | 23,256 | 4,872,000 | 0.91% | ||
| 24 | PEPSICO INC | 43,304 | 4,588,000 | 0.86% | ||
| 25 | ISHARES TR | 38,130 | 4,045,000 | 0.76% | ||
| 26 | MICROSOFT CORP | 78,357 | 4,009,000 | 0.75% | ||
| 27 | ISHARES TR | 99,733 | 3,427,000 | 0.64% | ||
| 28 | BERKSHIRE HATHAWAY INC DEL | 22,628 | 3,277,000 | 0.61% | ||
| 29 | 3M CO | 18,603 | 3,258,000 | 0.61% | ||
| 30 | PFIZER INC | 78,694 | 2,770,000 | 0.52% | ||
| 31 | VERIZON COMMUNICATIONS INC | 47,117 | 2,631,000 | 0.49% | ||
| 32 | BRISTOL MYERS SQUIBB CO | 35,145 | 2,585,000 | 0.48% | ||
| 33 | CHEVRON CORP NEW | 23,935 | 2,509,000 | 0.47% | ||
| 34 | ISHARES RUSSELL 2000 VALUE ETF | 24,855 | 2,418,000 | 0.45% | ||
| 35 | ISHARES TR | 27,438 | 2,340,000 | 0.44% | ||
| 36 | INTERNATIONAL BUSINESS MACHS | 15,388 | 2,335,000 | 0.44% | ||
| 37 | PNC FINL SVCS GROUP INC | 28,069 | 2,284,000 | 0.43% | ||
| 38 | DISNEY WALT CO | 23,113 | 2,261,000 | 0.42% | ||
| 39 | WELLS FARGO & CO NEW | 47,684 | 2,257,000 | 0.42% | ||
| 40 | AT&T INC | 51,712 | 2,234,000 | 0.42% | ||
| 41 | INTEL CORP | 67,636 | 2,217,000 | 0.42% | ||
| 42 | SCHLUMBERGER LTD | 27,436 | 2,170,000 | 0.41% | ||
| 43 | VANGUARD INDEX FDS | 20,157 | 2,123,000 | 0.40% | ||
| 44 | MCDONALDS CORP | 17,501 | 2,107,000 | 0.40% | ||
| 45 | APPLE INC | 21,619 | 2,066,000 | 0.39% | ||
| 46 | ISHARES TR | 17,698 | 2,017,000 | 0.38% | ||
| 47 | AUTOMATIC DATA PROCESSING IN | 20,281 | 1,863,000 | 0.35% | ||
| 48 | COMCAST CORP NEW | 28,237 | 1,841,000 | 0.35% | ||
| 49 | COCA COLA CO | 40,066 | 1,816,000 | 0.34% | ||
| 50 | VANGUARD INDEX FDS | 18,767 | 1,595,000 | 0.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019754-16-000010, filed 2016.07.29).
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.
