| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | HOME DEPOT INC | 12,501 | 1,609,000 | 0.75% | ||
| 52 | TEXAS INSTRS INC | 22,964 | 1,612,000 | 0.75% | ||
| 53 | AUTOMATIC DATA PROCESSING IN | 18,350 | 1,618,000 | 0.76% | ||
| 54 | DONALDSON INC | 46,350 | 1,730,000 | 0.81% | ||
| 55 | BECTON DICKINSON & CO | 9,895 | 1,778,000 | 0.83% | ||
| 56 | WASTE MGMT INC DEL | 27,896 | 1,779,000 | 0.83% | ||
| 57 | MICROSOFT CORP | 33,234 | 1,914,000 | 0.89% | ||
| 58 | PFIZER INC | 57,618 | 1,952,000 | 0.91% | ||
| 59 | AMERICAN TOWER CORP NEW | 17,510 | 1,984,000 | 0.93% | ||
| 60 | APPLE INC | 18,036 | 2,039,000 | 0.95% | ||
| 61 | HONEYWELL INTL INC | 17,775 | 2,072,000 | 0.97% | ||
| 62 | AT&T INC | 51,945 | 2,109,000 | 0.99% | ||
| 63 | JOHNSON & JOHNSON | 17,971 | 2,123,000 | 0.99% | ||
| 64 | 3M CO | 14,035 | 2,473,000 | 1.16% | ||
| 65 | VANGUARD INDEX FDS | 23,515 | 2,640,000 | 1.23% | ||
| 66 | VANGUARD SPECIALIZED FUNDS | 33,794 | 2,836,000 | 1.32% | ||
| 67 | VANGUARD TAX-MANAGED FDS | 76,305 | 2,855,000 | 1.33% | ||
| 68 | ISHARES | 54,206 | 2,930,000 | 1.37% | ||
| 69 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 83,525 | 4,641,000 | 2.17% | ||
| 70 | VANGUARD SCOTTSDALE FDS | 63,380 | 5,105,000 | 2.38% | ||
| 71 | SCHWAB US TIPS ETF | 107,895 | 6,159,000 | 2.88% | ||
| 72 | VANGUARD WHITEHALL FDS | 145,155 | 8,278,000 | 3.87% | ||
| 73 | VANGUARD INDEX FDS | 93,545 | 8,753,000 | 4.09% | ||
| 74 | VANGUARD INDEX FDS | 116,736 | 10,126,000 | 4.73% | ||
| 75 | SCHWAB US DIVIDEND EQUITY ETF | 241,317 | 10,210,000 | 4.77% | ||
| 76 | VANGUARD CHARLOTTE FDS | 182,400 | 10,222,000 | 4.78% | ||
| 77 | SCHWAB SHORT-TERM US TREASURY ETF | 214,030 | 10,871,000 | 5.08% | ||
| 78 | VANGUARD INDEX FDS | 108,498 | 12,006,000 | 5.61% | ||
| 79 | ISHARES TR | 379,615 | 17,246,000 | 8.06% | ||
| 80 | SCHWAB US AGGREGATE BOND ETF | 339,789 | 18,236,000 | 8.52% | ||
| 81 | ISHARES TR | 285,002 | 19,278,000 | 9.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004600, filed 2016.10.31).
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.
