| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 1,243,848 | 118,996,000 | 1.90% | ||
| 2 | ISHARES TR | 1,414,024 | 104,907,000 | 1.68% | ||
| 3 | ISHARES TR | 1,016,285 | 102,007,000 | 1.63% | ||
| 4 | SPDR S&P 500 ETF TR | 480,298 | 100,610,000 | 1.61% | ||
| 5 | ISHARES TR | 844,210 | 86,908,000 | 1.39% | ||
| 6 | AT&T INC | 1,883,584 | 81,454,000 | 1.30% | ||
| 7 | BERKSHIRE HATHAWAY INC DEL | 494,177 | 71,526,000 | 1.14% | ||
| 8 | EXXON MOBIL CORP | 741,278 | 69,458,000 | 1.11% | ||
| 9 | VANGUARD INDEX FDS | 599,622 | 64,260,000 | 1.03% | ||
| 10 | ISHARES TR | 679,094 | 63,087,000 | 1.01% | ||
| 11 | VANGUARD INDEX FDS | 582,427 | 62,436,000 | 1.00% | ||
| 12 | VANGUARD BD INDEX FDS | 739,629 | 62,351,000 | 1.00% | ||
| 13 | VERIZON COMMUNICATIONS INC | 1,021,873 | 57,099,000 | 0.91% | ||
| 14 | ISHARES TR | 484,423 | 56,475,000 | 0.90% | ||
| 15 | JOHNSON & JOHNSON | 455,985 | 55,264,000 | 0.88% | ||
| 16 | VANGUARD SPECIALIZED FUNDS | 643,192 | 53,538,000 | 0.86% | ||
| 17 | VANGUARD TAX-MANAGED FDS | 1,477,913 | 52,257,000 | 0.83% | ||
| 18 | GENERAL ELECTRIC CO | 1,658,494 | 52,191,000 | 0.83% | ||
| 19 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 599,977 | 50,817,000 | 0.81% | ||
| 20 | PROCTER AND GAMBLE CO | 597,076 | 50,537,000 | 0.81% | ||
| 21 | POWERSHARES QQQ TRUST | 468,469 | 50,385,000 | 0.80% | ||
| 22 | SSGA ACTIVE ETF TR | 986,857 | 49,179,000 | 0.79% | ||
| 23 | ISHARES TR | 584,513 | 48,017,000 | 0.77% | ||
| 24 | VANGUARD BD INDEX FDS | 584,647 | 47,392,000 | 0.76% | ||
| 25 | VANGUARD WHITEHALL FDS | 621,779 | 44,432,000 | 0.71% | ||
| 26 | ISHARES TR | 454,995 | 42,532,000 | 0.68% | ||
| 27 | CHEVRON CORP NEW | 393,642 | 41,226,000 | 0.66% | ||
| 28 | ALTRIA GROUP INC | 577,472 | 39,799,000 | 0.64% | ||
| 29 | SPDR SER TR | 459,013 | 38,517,000 | 0.62% | ||
| 30 | MICROSOFT CORP | 729,714 | 37,341,000 | 0.60% | ||
| 31 | ISHARES TR | 696,755 | 35,635,000 | 0.57% | ||
| 32 | FIDELITY | 703,556 | 35,309,000 | 0.56% | ||
| 33 | J P MORGAN EXCHANGE TRADED F | 705,726 | 35,004,000 | 0.56% | ||
| 34 | VANGUARD INDEX FDS | 181,601 | 34,903,000 | 0.56% | ||
| 35 | ISHARES TR | 753,847 | 34,835,000 | 0.56% | ||
| 36 | ISHARES TR | 328,543 | 34,818,000 | 0.56% | ||
| 37 | SPDR SERIES TRUST | 933,694 | 33,313,000 | 0.53% | ||
| 38 | ISHARES TR | 285,072 | 33,108,000 | 0.53% | ||
| 39 | WELLS FARGO & CO NEW | 696,456 | 32,915,000 | 0.53% | ||
| 40 | VANGUARD INTL EQUITY INDEX F | 914,662 | 32,221,000 | 0.51% | ||
| 41 | 3M CO | 176,787 | 30,973,000 | 0.49% | ||
| 42 | ISHARES TR | 273,196 | 30,757,000 | 0.49% | ||
| 43 | ISHARES TR | 259,191 | 30,239,000 | 0.48% | ||
| 44 | ISHARES TR | 291,825 | 29,638,000 | 0.47% | ||
| 45 | FACEBOOK INC | 257,590 | 29,451,000 | 0.47% | ||
| 46 | ISHARES 7-10 YEAR TREASURY BOND ETF | 260,720 | 29,449,000 | 0.47% | ||
| 47 | ISHARES TR | 424,869 | 28,208,000 | 0.45% | ||
| 48 | ISHARES TR | 209,869 | 26,873,000 | 0.43% | ||
| 49 | ISHARES TR | 178,531 | 26,669,000 | 0.43% | ||
| 50 | COCA COLA CO | 573,321 | 25,980,000 | 0.41% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-119451, filed 2016.08.15).
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.
