| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 270,160 | 55,466,000 | 9.31% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 411,087 | 32,628,000 | 5.48% | ||
| 3 | VANGUARD INDEX FDS | 182,085 | 23,968,000 | 4.02% | ||
| 4 | VANGUARD BD INDEX FDS | 283,935 | 22,559,000 | 3.79% | ||
| 5 | VANGUARD WHITEHALL FDS | 267,515 | 20,269,000 | 3.40% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 313,505 | 18,218,000 | 3.06% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 362,717 | 17,385,000 | 2.92% | ||
| 8 | VANGUARD INDEX FDS | 118,484 | 15,280,000 | 2.56% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 355,920 | 12,731,000 | 2.14% | ||
| 10 | EXXON MOBIL CORP | 140,154 | 12,650,000 | 2.12% | ||
| 11 | VANGUARD INDEX FDS | 152,053 | 12,549,000 | 2.11% | ||
| 12 | BERKSHIRE HATHAWAY INC DEL | 51 | 12,450,000 | 2.09% | ||
| 13 | PPG INDS INC | 119,026 | 11,279,000 | 1.89% | ||
| 14 | PIMCO ETF TR | 108,339 | 10,978,000 | 1.84% | ||
| 15 | SPDR SER TR | 203,756 | 9,766,000 | 1.64% | ||
| 16 | VANGUARD SCOTTSDALE FDS | 111,077 | 9,520,000 | 1.60% | ||
| 17 | PROCTER AND GAMBLE CO | 89,548 | 7,529,000 | 1.26% | ||
| 18 | GENERAL ELECTRIC CO | 236,929 | 7,484,000 | 1.26% | ||
| 19 | JOHNSON & JOHNSON | 63,952 | 7,367,000 | 1.24% | ||
| 20 | ISHARES TR | 53,715 | 7,243,000 | 1.22% | ||
| 21 | ISHARES INC MSCI EURZONE ETF | 205,502 | 7,109,000 | 1.19% | ||
| 22 | ISHARES TR | 65,514 | 6,642,000 | 1.11% | ||
| 23 | ISHARES TR | 52,291 | 6,368,000 | 1.07% | ||
| 24 | VANGUARD TAX-MANAGED FDS | 146,911 | 5,368,000 | 0.90% | ||
| 25 | SPDR S&P 500 ETF TR | 21,692 | 4,849,000 | 0.81% | ||
| 26 | PEPSICO INC | 45,251 | 4,735,000 | 0.79% | ||
| 27 | ISHARES TR | 44,197 | 4,638,000 | 0.78% | ||
| 28 | MICROSOFT CORP | 73,383 | 4,559,000 | 0.77% | ||
| 29 | ISHARES INC | 94,986 | 4,032,000 | 0.68% | ||
| 30 | VANGUARD BD INDEX FDS | 44,083 | 3,662,000 | 0.61% | ||
| 31 | BERKSHIRE HATHAWAY INC DEL | 21,889 | 3,567,000 | 0.60% | ||
| 32 | PNC FINL SVCS GROUP INC | 26,872 | 3,143,000 | 0.53% | ||
| 33 | 3M CO | 17,242 | 3,078,000 | 0.52% | ||
| 34 | PFIZER INC | 88,640 | 2,878,000 | 0.48% | ||
| 35 | JPMORGAN CHASE & CO | 32,479 | 2,802,000 | 0.47% | ||
| 36 | ISHARES TR | 79,644 | 2,787,000 | 0.47% | ||
| 37 | VERIZON COMMUNICATIONS INC | 48,746 | 2,602,000 | 0.44% | ||
| 38 | INTEL CORP | 70,737 | 2,566,000 | 0.43% | ||
| 39 | ISHARES TR | 28,054 | 2,484,000 | 0.42% | ||
| 40 | CHEVRON CORP NEW | 21,108 | 2,484,000 | 0.42% | ||
| 41 | ISHARES TR | 22,785 | 2,465,000 | 0.41% | ||
| 42 | APPLE INC | 20,878 | 2,418,000 | 0.41% | ||
| 43 | ISHARES RUSSELL 2000 VALUE ETF | 20,281 | 2,412,000 | 0.40% | ||
| 44 | INTERNATIONAL BUSINESS MACHS | 14,349 | 2,382,000 | 0.40% | ||
| 45 | WELLS FARGO & CO NEW | 43,084 | 2,375,000 | 0.40% | ||
| 46 | SPDR SERIES TRUST | 75,553 | 2,306,000 | 0.39% | ||
| 47 | AUTOMATIC DATA PROCESSING IN | 22,131 | 2,274,000 | 0.38% | ||
| 48 | SCHLUMBERGER LTD | 26,076 | 2,189,000 | 0.37% | ||
| 49 | MCDONALDS CORP | 17,827 | 2,170,000 | 0.36% | ||
| 50 | DISNEY WALT CO | 20,499 | 2,137,000 | 0.36% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019754-17-000001, filed 2017.02.08).
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.
