| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | 10,429,812 | 576,039,000 | 2.08% | ||
| 2 | APPLE INC | 4,521,234 | 492,769,000 | 1.78% | ||
| 3 | ISHARES TR | 8,711,362 | 462,922,000 | 1.67% | ||
| 4 | ISHARES 7-10 YEAR TREASURY BOND ETF | 3,041,664 | 335,617,000 | 1.21% | ||
| 5 | FACEBOOK INC | 2,927,485 | 334,026,000 | 1.21% | ||
| 6 | ALPHABET INC | 434,438 | 331,432,000 | 1.20% | ||
| 7 | CISCO SYS INC | 10,735,352 | 305,635,000 | 1.10% | ||
| 8 | ISHARES TR | 2,557,639 | 303,899,000 | 1.10% | ||
| 9 | JOHNSON & JOHNSON | 2,757,775 | 298,391,000 | 1.08% | ||
| 10 | AMAZON COM INC | 496,696 | 294,859,000 | 1.06% | ||
| 11 | GENERAL ELECTRIC CO | 8,813,409 | 280,178,000 | 1.01% | ||
| 12 | VANGUARD TAX-MANAGED FDS | 7,742,661 | 277,652,000 | 1.00% | ||
| 13 | VANGUARD BD INDEX FDS | 3,376,578 | 272,253,000 | 0.98% | ||
| 14 | ISHARES TR | 4,765,332 | 272,244,000 | 0.98% | ||
| 15 | ORACLE CORP | 6,224,336 | 254,638,000 | 0.92% | ||
| 16 | VERIZON COMMUNICATIONS INC | 4,597,800 | 248,649,000 | 0.90% | ||
| 17 | VISA INC | 3,092,930 | 236,547,000 | 0.85% | ||
| 18 | PROCTER AND GAMBLE CO | 2,796,342 | 230,167,000 | 0.83% | ||
| 19 | JPMORGAN CHASE & CO | 3,823,099 | 226,404,000 | 0.82% | ||
| 20 | ABBVIE INC | 3,938,071 | 224,943,000 | 0.81% | ||
| 21 | PFIZER INC | 7,351,083 | 217,886,000 | 0.79% | ||
| 22 | MERCK & CO INC | 3,989,404 | 211,079,000 | 0.76% | ||
| 23 | ALPHABET INC | 276,284 | 205,818,000 | 0.74% | ||
| 24 | VANGUARD BD INDEX FDS | 2,281,400 | 188,877,000 | 0.68% | ||
| 25 | EXXON MOBIL CORP | 2,214,308 | 185,094,000 | 0.67% | ||
| 26 | INTEL CORP | 5,707,689 | 184,644,000 | 0.67% | ||
| 27 | MEDTRONIC PLC | 2,450,097 | 183,757,000 | 0.66% | ||
| 28 | OCCIDENTAL PETE CORP DEL | 2,495,427 | 170,762,000 | 0.62% | ||
| 29 | UNITEDHEALTH GROUP INC | 1,222,306 | 157,555,000 | 0.57% | ||
| 30 | VANGUARD INDEX FDS | 826,319 | 155,779,000 | 0.56% | ||
| 31 | QUALCOMM INC | 3,022,781 | 154,585,000 | 0.56% | ||
| 32 | CHEVRON CORP NEW | 1,604,844 | 153,102,000 | 0.55% | ||
| 33 | HOME DEPOT INC | 1,136,521 | 151,646,000 | 0.55% | ||
| 34 | AT&T INC | 3,832,670 | 150,126,000 | 0.54% | ||
| 35 | PHILIP MORRIS INTL INC | 1,519,507 | 149,079,000 | 0.54% | ||
| 36 | AMGEN INC | 987,976 | 148,127,000 | 0.53% | ||
| 37 | CVS HEALTH CORP | 1,404,384 | 145,677,000 | 0.53% | ||
| 38 | SCHWAB STRATEGIC TR | 6,035,448 | 142,497,000 | 0.51% | ||
| 39 | WELLS FARGO & CO NEW | 2,938,776 | 142,119,000 | 0.51% | ||
| 40 | BANK AMER CORP | 10,453,309 | 141,329,000 | 0.51% | ||
| 41 | TEXAS INSTRS INC | 2,456,544 | 141,055,000 | 0.51% | ||
| 42 | PEPSICO INC | 1,362,604 | 139,640,000 | 0.50% | ||
| 43 | HONEYWELL INTL INC | 1,239,557 | 138,892,000 | 0.50% | ||
| 44 | GILEAD SCIENCES INC | 1,471,522 | 135,174,000 | 0.49% | ||
| 45 | UNITED PARCEL SERVICE INC | 1,281,476 | 135,157,000 | 0.49% | ||
| 46 | COCA COLA CO | 2,910,620 | 135,024,000 | 0.49% | ||
| 47 | ALTRIA GROUP INC | 2,153,232 | 134,922,000 | 0.49% | ||
| 48 | ISHARES TR | 1,968,760 | 129,190,000 | 0.47% | ||
| 49 | ISHARES INC | 2,965,524 | 123,425,000 | 0.45% | ||
| 50 | VANGUARD INDEX FDS | 1,016,310 | 123,207,000 | 0.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-016921, filed 2016.05.12).
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.
