| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | CVS HEALTH CORP | 15,953 | 1,259,000 | 0.88% | ||
| 302 | WASTE MGMT INC DEL | 18,173 | 1,288,000 | 0.90% | ||
| 303 | COCA COLA CO | 31,674 | 1,313,000 | 0.91% | ||
| 304 | NEXTERA ENERGY INC | 11,077 | 1,323,000 | 0.92% | ||
| 305 | HOME DEPOT INC | 10,710 | 1,436,000 | 1.00% | ||
| 306 | AMAZON COM INC | 2,207 | 1,654,000 | 1.15% | ||
| 307 | INTERNATIONAL BUSINESS MACHS | 10,049 | 1,668,000 | 1.16% | ||
| 308 | CHEVRON CORP NEW | 14,992 | 1,765,000 | 1.23% | ||
| 309 | MICROSOFT CORP | 29,205 | 1,814,000 | 1.26% | ||
| 310 | BRISTOL MYERS SQUIBB CO | 32,272 | 1,886,000 | 1.31% | ||
| 311 | DISNEY WALT CO | 18,264 | 1,903,000 | 1.33% | ||
| 312 | MCDONALDS CORP | 15,668 | 1,907,000 | 1.33% | ||
| 313 | JPMORGAN CHASE & CO | 23,220 | 2,003,000 | 1.40% | ||
| 314 | INTEL CORP | 65,605 | 2,380,000 | 1.66% | ||
| 315 | VERIZON COMMUNICATIONS INC | 46,065 | 2,459,000 | 1.71% | ||
| 316 | GENERAL ELECTRIC CO | 85,377 | 2,697,000 | 1.88% | ||
| 317 | OPPENHEIMER DEVELOPING MARKETS FD CL I | 84,568 | 2,702,000 | 1.88% | ||
| 318 | AT&T INC | 65,482 | 2,785,000 | 1.94% | ||
| 319 | UNITED TECHNOLOGIES CORP | 25,472 | 2,793,000 | 1.95% | ||
| 320 | ISHARES TR | 21,205 | 2,916,000 | 2.03% | ||
| 321 | PEPSICO INC | 28,482 | 2,980,000 | 2.08% | ||
| 322 | APPLE INC | 27,197 | 3,150,000 | 2.19% | ||
| 323 | PROCTER AND GAMBLE CO | 37,486 | 3,152,000 | 2.20% | ||
| 324 | EXXON MOBIL CORP | 41,182 | 3,717,000 | 2.59% | ||
| 325 | JOHNSON & JOHNSON | 37,588 | 4,331,000 | 3.02% | ||
| 326 | VANGUARD SCOTTSDALE FDS | 55,980 | 5,779,000 | 4.03% | ||
| 327 | SPDR S&P MIDCAP 400 ETF TR | 25,535 | 7,704,000 | 5.37% | ||
| 328 | ISHARES TR | 70,021 | 7,924,000 | 5.52% | ||
| 329 | SPDR S&P 500 ETF TR | 77,058 | 17,224,000 | 12.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001054257-17-000001, filed 2017.01.17).
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.
