| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 233,216 | 50,456,000 | 7.91% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 448,028 | 35,725,000 | 5.60% | ||
| 3 | VANGUARD WHITEHALL FDS | 331,073 | 25,708,000 | 4.03% | ||
| 4 | VANGUARD INDEX FDS | 184,559 | 25,698,000 | 4.03% | ||
| 5 | VANGUARD INTL EQUITY INDEX F | 334,343 | 21,154,000 | 3.32% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 391,500 | 20,186,000 | 3.16% | ||
| 7 | PIMCO ETF TR | 171,613 | 17,444,000 | 2.73% | ||
| 8 | VANGUARD INDEX FDS | 128,566 | 17,135,000 | 2.69% | ||
| 9 | SPDR SER TR | 342,449 | 16,585,000 | 2.60% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 399,869 | 15,883,000 | 2.49% | ||
| 11 | VANGUARD INDEX FDS | 173,589 | 14,337,000 | 2.25% | ||
| 12 | VANGUARD SCOTTSDALE FDS | 161,989 | 13,992,000 | 2.19% | ||
| 13 | BERKSHIRE HATHAWAY INC DEL | 51 | 12,742,000 | 2.00% | ||
| 14 | PPG INDS INC | 118,246 | 12,425,000 | 1.95% | ||
| 15 | EXXON MOBIL CORP | 147,844 | 12,124,000 | 1.90% | ||
| 16 | VANGUARD BD INDEX FDS | 137,156 | 10,934,000 | 1.71% | ||
| 17 | PROCTER AND GAMBLE CO | 87,861 | 7,894,000 | 1.24% | ||
| 18 | GENERAL ELECTRIC CO | 262,698 | 7,825,000 | 1.23% | ||
| 19 | JOHNSON & JOHNSON | 62,492 | 7,783,000 | 1.22% | ||
| 20 | ISHARES | 200,476 | 7,536,000 | 1.18% | ||
| 21 | ISHARES TR | 50,860 | 6,992,000 | 1.10% | ||
| 22 | ISHARES TR | 51,235 | 6,739,000 | 1.06% | ||
| 23 | ISHARES TR | 63,578 | 6,614,000 | 1.04% | ||
| 24 | ISHARES TR | 127,232 | 6,471,000 | 1.01% | ||
| 25 | ISHARES TR | 24,248 | 5,753,000 | 0.90% | ||
| 26 | VANGUARD TAX-MANAGED FDS | 144,963 | 5,696,000 | 0.89% | ||
| 27 | PEPSICO INC | 43,593 | 4,876,000 | 0.76% | ||
| 28 | SPDR S&P 500 ETF TR | 20,405 | 4,810,000 | 0.75% | ||
| 29 | MICROSOFT CORP | 70,181 | 4,622,000 | 0.72% | ||
| 30 | ISHARES TR | 40,818 | 4,295,000 | 0.67% | ||
| 31 | ISHARES INC | 88,676 | 4,238,000 | 0.66% | ||
| 32 | BERKSHIRE HATHAWAY INC DEL | 22,672 | 3,779,000 | 0.59% | ||
| 33 | ISHARES TR | 43,010 | 3,635,000 | 0.57% | ||
| 34 | VANGUARD MUN BD FDS | 68,607 | 3,473,000 | 0.54% | ||
| 35 | VANGUARD MORTG-BACK SEC ETF | 65,634 | 3,448,000 | 0.54% | ||
| 36 | 3M CO | 17,364 | 3,322,000 | 0.52% | ||
| 37 | COCA COLA CO | 71,554 | 3,036,000 | 0.48% | ||
| 38 | PFIZER INC | 87,330 | 2,987,000 | 0.47% | ||
| 39 | PNC FINL SVCS GROUP INC | 24,475 | 2,943,000 | 0.46% | ||
| 40 | ISHARES TR | 72,668 | 2,862,000 | 0.45% | ||
| 41 | INTERNATIONAL BUSINESS MACHS | 16,429 | 2,861,000 | 0.45% | ||
| 42 | APPLE INC | 19,769 | 2,840,000 | 0.45% | ||
| 43 | JPMORGAN CHASE & CO | 31,141 | 2,735,000 | 0.43% | ||
| 44 | ISHARES TR | 27,264 | 2,484,000 | 0.39% | ||
| 45 | VANGUARD BD INDEX FDS | 29,412 | 2,459,000 | 0.39% | ||
| 46 | ISHARES RUSSELL 2000 VALUE ETF | 20,632 | 2,438,000 | 0.38% | ||
| 47 | INTEL CORP | 67,269 | 2,426,000 | 0.38% | ||
| 48 | ISHARES TR | 21,872 | 2,383,000 | 0.37% | ||
| 49 | WELLS FARGO & CO NEW | 40,784 | 2,270,000 | 0.36% | ||
| 50 | AUTOMATIC DATA PROCESSING IN | 21,692 | 2,221,000 | 0.35% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019754-17-000003, filed 2017.05.01).
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.
