| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | ABBVIE INC | 84,955 | 5,033,000 | 1.13% | ||
| 152 | MERCK & CO INC | 97,898 | 5,171,000 | 1.16% | ||
| 153 | MCDONALDS CORP | 43,953 | 5,193,000 | 1.16% | ||
| 154 | CVS HEALTH CORP | 54,238 | 5,303,000 | 1.19% | ||
| 155 | UNITED TECHNOLOGIES CORP | 56,000 | 5,380,000 | 1.20% | ||
| 156 | Chubb Corporation | 42,350 | 5,617,000 | 1.26% | ||
| 157 | INTUIT | 64,760 | 6,249,000 | 1.40% | ||
| 158 | MARRIOTT INTL INC NEW | 93,283 | 6,254,000 | 1.40% | ||
| 159 | BROWN FORMAN CORP | 67,470 | 6,698,000 | 1.50% | ||
| 160 | ABBOTT LABS | 151,375 | 6,798,000 | 1.52% | ||
| 161 | PRICE T ROWE GROUP INC | 102,330 | 7,316,000 | 1.64% | ||
| 162 | DOVER CORP | 125,450 | 7,691,000 | 1.72% | ||
| 163 | PROCTER AND GAMBLE CO | 97,261 | 7,723,000 | 1.73% | ||
| 164 | KIMBERLY CLARK CORP | 66,755 | 8,498,000 | 1.90% | ||
| 165 | AMERIPRISE FINL INC | 80,665 | 8,584,000 | 1.92% | ||
| 166 | BERKSHIRE HATHAWAY INC DEL | 69,095 | 9,123,000 | 2.04% | ||
| 167 | GENERAL ELECTRIC CO | 296,196 | 9,227,000 | 2.07% | ||
| 168 | CARNIVAL CORP | 177,225 | 9,655,000 | 2.16% | ||
| 169 | SCHWAB TOTAL STOCK MKT INDEX | 274,694 | 9,919,000 | 2.22% | ||
| 170 | PAYCHEX INC | 205,045 | 10,845,000 | 2.43% | ||
| 171 | ACCENTURE PLC IRELAND | 106,095 | 11,087,000 | 2.48% | ||
| 172 | COSTCO WHSL CORP NEW | 70,245 | 11,345,000 | 2.54% | ||
| 173 | AMERICAN WTR WKS CO INC NEW | 209,940 | 12,544,000 | 2.81% | ||
| 174 | MICROSOFT CORP | 227,890 | 12,643,000 | 2.83% | ||
| 175 | CHURCH & DWIGHT | 158,410 | 13,446,000 | 3.01% | ||
| 176 | DISNEY WALT CO | 128,430 | 13,495,000 | 3.02% | ||
| 177 | 3M CO | 93,457 | 14,078,000 | 3.15% | ||
| 178 | COCA COLA CO | 385,156 | 16,546,000 | 3.70% | ||
| 179 | JOHNSON & JOHNSON | 167,467 | 17,202,000 | 3.85% | ||
| 180 | ISHARES TR | 248,700 | 18,690,000 | 4.18% | ||
| 181 | SCHWAB US DIVIDEND EQUITY ETF | 1,308,935 | 50,473,000 | 11.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000909012-16-000368, filed 2016.01.26).
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.
