| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 1,629 | 384,000 | 18.70% | ||
| 2 | APPLE INC | 485 | 70,000 | 3.41% | ||
| 3 | MICROSOFT CORP | 728 | 48,000 | 2.34% | ||
| 4 | AMAZON COM INC | 42 | 37,000 | 1.80% | ||
| 5 | JOHNSON & JOHNSON | 281 | 35,000 | 1.70% | ||
| 6 | JPMORGAN CHASE & CO | 371 | 33,000 | 1.61% | ||
| 7 | EXXON MOBIL CORP | 367 | 30,000 | 1.46% | ||
| 8 | BERKSHIRE HATHAWAY INC DEL | 165 | 28,000 | 1.36% | ||
| 9 | PROCTER AND GAMBLE CO | 299 | 27,000 | 1.32% | ||
| 10 | FACEBOOK INC | 190 | 27,000 | 1.32% | ||
| 11 | AT&T INC | 621 | 26,000 | 1.27% | ||
| 12 | BANK AMER CORP | 1,114 | 26,000 | 1.27% | ||
| 13 | PFIZER INC | 709 | 24,000 | 1.17% | ||
| 14 | ALPHABET INC | 26 | 22,000 | 1.07% | ||
| 15 | PHILIP MORRIS INTL INC | 196 | 22,000 | 1.07% | ||
| 16 | COMCAST CORP NEW | 584 | 22,000 | 1.07% | ||
| 17 | ALPHABET INC | 25 | 21,000 | 1.02% | ||
| 18 | PEPSICO INC | 185 | 21,000 | 1.02% | ||
| 19 | ALTRIA GROUP INC | 257 | 18,000 | 0.88% | ||
| 20 | CITIGROUPINC | 302 | 18,000 | 0.88% | ||
| 21 | UNITEDHEALTH GROUP INC | 99 | 16,000 | 0.78% | ||
| 22 | BOEING CO | 89 | 16,000 | 0.78% | ||
| 23 | WELLS FARGO & CO NEW | 289 | 16,000 | 0.78% | ||
| 24 | WAL-MART STORES INC | 228 | 16,000 | 0.78% | ||
| 25 | 3M CO | 76 | 15,000 | 0.73% | ||
| 26 | GILEAD SCIENCES INC | 214 | 15,000 | 0.73% | ||
| 27 | INTEL CORP | 428 | 15,000 | 0.73% | ||
| 28 | VISA INC | 152 | 14,000 | 0.68% | ||
| 29 | LOWES COS INC | 165 | 14,000 | 0.68% | ||
| 30 | GENERAL ELECTRIC CO | 470 | 14,000 | 0.68% | ||
| 31 | INTERNATIONAL BUSINESS MACHS | 71 | 12,000 | 0.58% | ||
| 32 | LOCKHEED MARTIN CORP | 44 | 12,000 | 0.58% | ||
| 33 | DISNEY WALT CO | 105 | 12,000 | 0.58% | ||
| 34 | CVS HEALTH CORP | 155 | 12,000 | 0.58% | ||
| 35 | BECTON DICKINSON & CO | 59 | 11,000 | 0.54% | ||
| 36 | AETNA INC NEW | 86 | 11,000 | 0.54% | ||
| 37 | MICRON TECHNOLOGY INC | 372 | 11,000 | 0.54% | ||
| 38 | HOME DEPOT INC | 76 | 11,000 | 0.54% | ||
| 39 | PRUDENTIAL FINL INC | 102 | 11,000 | 0.54% | ||
| 40 | APPLIED MATLS INC | 291 | 11,000 | 0.54% | ||
| 41 | AFLAC INC | 136 | 10,000 | 0.49% | ||
| 42 | ACTIVISION BLIZZARD INC | 201 | 10,000 | 0.49% | ||
| 43 | TRAVELERS COMPANIES INC | 84 | 10,000 | 0.49% | ||
| 44 | HCA HOLDINGS INC | 111 | 10,000 | 0.49% | ||
| 45 | BAXTER INTL INC | 186 | 10,000 | 0.49% | ||
| 46 | LYONDELLBASELL INDUSTRIES N | 109 | 10,000 | 0.49% | ||
| 47 | S&P GLOBAL INC | 78 | 10,000 | 0.49% | ||
| 48 | WASTE MGMT INC DEL | 136 | 10,000 | 0.49% | ||
| 49 | VALERO ENERGY CORP NEW | 150 | 10,000 | 0.49% | ||
| 50 | ALLSTATE CORP | 122 | 10,000 | 0.49% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001033244-17-000002, filed 2017.05.12).
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.
