| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 4,594,099 | 532,089,000 | 1.78% | ||
| 2 | MICROSOFT CORP | 8,549,860 | 531,288,000 | 1.78% | ||
| 3 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 5,791,728 | 501,274,000 | 1.68% | ||
| 4 | ISHARES TR | 8,133,012 | 436,173,000 | 1.46% | ||
| 5 | AMAZON COM INC | 500,842 | 375,566,000 | 1.26% | ||
| 6 | FACEBOOK INC | 3,029,596 | 348,555,000 | 1.17% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 9,522,441 | 340,713,000 | 1.14% | ||
| 8 | ALPHABET INC | 402,149 | 318,683,000 | 1.07% | ||
| 9 | CISCO SYS INC | 10,414,190 | 314,717,000 | 1.05% | ||
| 10 | VANGUARD TAX-MANAGED FDS | 8,398,360 | 306,876,000 | 1.03% | ||
| 11 | JOHNSON & JOHNSON | 2,557,461 | 294,645,000 | 0.99% | ||
| 12 | JPMORGAN CHASE & CO | 3,349,642 | 289,041,000 | 0.97% | ||
| 13 | VANGUARD BD INDEX FDS | 3,564,501 | 283,200,000 | 0.95% | ||
| 14 | VISA INC | 3,297,782 | 257,293,000 | 0.86% | ||
| 15 | ISHARES RUSSELL 1000 ETF | 2,009,377 | 250,087,000 | 0.84% | ||
| 16 | VANGUARD INDEX FDS | 1,195,324 | 245,330,000 | 0.82% | ||
| 17 | PROCTER AND GAMBLE CO | 2,913,285 | 244,949,000 | 0.82% | ||
| 18 | ORACLE CORP | 6,268,210 | 241,013,000 | 0.81% | ||
| 19 | VANGUARD SCOTTSDALE FDS | 2,962,824 | 235,159,000 | 0.79% | ||
| 20 | QUALCOMM INC | 3,547,004 | 231,265,000 | 0.77% | ||
| 21 | GENERAL ELECTRIC CO | 7,051,080 | 222,814,000 | 0.75% | ||
| 22 | ALPHABET INC | 283,737 | 218,994,000 | 0.73% | ||
| 23 | PFIZER INC | 6,697,670 | 217,540,000 | 0.73% | ||
| 24 | MERCK & CO INC | 3,647,510 | 214,729,000 | 0.72% | ||
| 25 | EXXON MOBIL CORP | 2,360,397 | 213,049,000 | 0.71% | ||
| 26 | BANK AMER CORP | 9,605,516 | 212,282,000 | 0.71% | ||
| 27 | GOLDMAN SACHS ETF TR | 4,725,110 | 209,606,000 | 0.70% | ||
| 28 | AT&T INC | 4,809,291 | 204,539,000 | 0.68% | ||
| 29 | VERIZON COMMUNICATIONS INC | 3,689,600 | 196,951,000 | 0.66% | ||
| 30 | SCHWAB STRATEGIC TR | 7,730,948 | 194,047,000 | 0.65% | ||
| 31 | INTEL CORP | 5,231,607 | 189,750,000 | 0.63% | ||
| 32 | OCCIDENTAL PETE CORP DEL | 2,574,048 | 183,349,000 | 0.61% | ||
| 33 | CHEVRON CORP NEW | 1,542,626 | 181,567,000 | 0.61% | ||
| 34 | UNITEDHEALTH GROUP INC | 1,133,652 | 181,430,000 | 0.61% | ||
| 35 | MEDTRONIC PLC | 2,543,431 | 181,169,000 | 0.61% | ||
| 36 | HOME DEPOT INC | 1,179,258 | 158,115,000 | 0.53% | ||
| 37 | TEXAS INSTRS INC | 2,156,737 | 157,377,000 | 0.53% | ||
| 38 | ABBVIE INC | 2,492,391 | 156,074,000 | 0.52% | ||
| 39 | PEPSICO INC | 1,491,256 | 156,030,000 | 0.52% | ||
| 40 | WELLS FARGO & CO NEW | 2,784,145 | 153,434,000 | 0.51% | ||
| 41 | TRUECAR INC | 12,168,667 | 151,987,000 | 0.51% | ||
| 42 | VANGUARD INDEX FDS | 1,142,527 | 150,391,000 | 0.50% | ||
| 43 | UNITED PARCEL SERVICE INC | 1,276,184 | 146,302,000 | 0.49% | ||
| 44 | ISHARES INC | 3,359,301 | 142,602,000 | 0.48% | ||
| 45 | POWERSHARES N/C 6/4/18 46137V613 | 1,421,430 | 141,503,000 | 0.47% | ||
| 46 | ALTRIA GROUP INC | 2,053,282 | 138,843,000 | 0.46% | ||
| 47 | PHILIP MORRIS INTL INC | 1,494,920 | 136,770,000 | 0.46% | ||
| 48 | VANGUARD SCOTTSDALE FDS | 1,567,741 | 134,360,000 | 0.45% | ||
| 49 | COCA COLA CO | 3,200,627 | 132,698,000 | 0.44% | ||
| 50 | SCHLUMBERGER LTD | 1,577,407 | 132,423,000 | 0.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-001722, filed 2017.02.13).
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.
