| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | AUTOMATIC DATA PROCESSING IN | 17,590 | 1,616,000 | 0.85% | ||
| 52 | SOUTHERN CO | 30,420 | 1,631,000 | 0.86% | ||
| 53 | GENERAL MLS INC | 22,990 | 1,640,000 | 0.86% | ||
| 54 | CVS HEALTH CORP | 17,195 | 1,646,000 | 0.86% | ||
| 55 | BECTON DICKINSON & CO | 9,775 | 1,658,000 | 0.87% | ||
| 56 | MICROSOFT CORP | 32,700 | 1,673,000 | 0.88% | ||
| 57 | VISA INC | 22,778 | 1,689,000 | 0.89% | ||
| 58 | CHURCH & DWIGHT | 16,765 | 1,725,000 | 0.91% | ||
| 59 | APPLE INC | 18,164 | 1,736,000 | 0.91% | ||
| 60 | WASTE MGMT INC DEL | 27,861 | 1,846,000 | 0.97% | ||
| 61 | AMERICAN TOWER CORP NEW | 17,385 | 1,975,000 | 1.04% | ||
| 62 | HONEYWELL INTL INC | 17,905 | 2,083,000 | 1.09% | ||
| 63 | JOHNSON & JOHNSON | 17,791 | 2,158,000 | 1.13% | ||
| 64 | AT&T INC | 50,151 | 2,167,000 | 1.14% | ||
| 65 | 3M CO | 13,820 | 2,420,000 | 1.27% | ||
| 66 | VANGUARD INDEX FDS | 25,010 | 2,681,000 | 1.41% | ||
| 67 | ISHARES | 54,337 | 2,803,000 | 1.47% | ||
| 68 | VANGUARD TAX-MANAGED FDS | 80,480 | 2,846,000 | 1.49% | ||
| 69 | VANGUARD SPECIALIZED FUNDS | 37,217 | 3,098,000 | 1.63% | ||
| 70 | VANGUARD WHITEHALL FDS | 100,005 | 5,584,000 | 2.93% | ||
| 71 | SCHWAB US DIVIDEND EQUITY ETF | 140,072 | 5,805,000 | 3.05% | ||
| 72 | SCHWAB US TIPS ETF | 116,025 | 6,553,000 | 3.44% | ||
| 73 | VANGUARD CHARLOTTE FDS | 122,690 | 6,834,000 | 3.59% | ||
| 74 | VANGUARD INDEX FDS | 79,235 | 7,058,000 | 3.70% | ||
| 75 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 141,695 | 7,931,000 | 4.16% | ||
| 76 | VANGUARD INDEX FDS | 105,653 | 9,368,000 | 4.92% | ||
| 77 | VANGUARD INDEX FDS | 102,016 | 10,743,000 | 5.64% | ||
| 78 | SCHWAB US AGGREGATE BOND ETF | 209,504 | 11,255,000 | 5.91% | ||
| 79 | SCHWAB SHORT-TERM US TREASURY ETF | 288,822 | 14,718,000 | 7.72% | ||
| 80 | ISHARES TR | 328,700 | 15,189,000 | 7.97% | ||
| 81 | ISHARES TR | 265,615 | 17,634,000 | 9.25% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004128, filed 2016.08.02).
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.
