| # | % | |||||
|---|---|---|---|---|---|---|
| 1201 | CHEVRON CORP NEW | 80,698 | 8,304,000 | 0.45% | ||
| 1202 | CISCO SYS INC | 266,719 | 8,459,000 | 0.46% | ||
| 1203 | VISA INC | 104,882 | 8,673,000 | 0.47% | ||
| 1204 | GENERAL ELECTRIC CO | 300,256 | 8,893,000 | 0.48% | ||
| 1205 | COMCAST CORP NEW | 136,329 | 9,043,000 | 0.49% | ||
| 1206 | INTEL CORP | 240,966 | 9,095,000 | 0.49% | ||
| 1207 | VERIZON COMMUNICATIONS INC | 179,793 | 9,345,000 | 0.51% | ||
| 1208 | JPMORGAN CHASE & CO | 141,405 | 9,415,000 | 0.51% | ||
| 1209 | JOHNSON & JOHNSON | 83,171 | 9,824,000 | 0.53% | ||
| 1210 | BERKSHIRE HATHAWAY INC DEL | 68,689 | 9,922,000 | 0.54% | ||
| 1211 | ISHARES TR | 47,470 | 10,327,000 | 0.56% | ||
| 1212 | ALPHABET INC | 13,094 | 10,528,000 | 0.57% | ||
| 1213 | VANGUARD INDEX FDS | 129,240 | 11,210,000 | 0.61% | ||
| 1214 | PROCTER AND GAMBLE CO | 129,946 | 11,661,000 | 0.63% | ||
| 1215 | EXXON MOBIL CORP | 158,553 | 13,838,000 | 0.75% | ||
| 1216 | SPDR S&P 500 ETF TR | 74,441 | 16,100,000 | 0.88% | ||
| 1217 | FACEBOOK INC | 135,428 | 17,370,000 | 0.95% | ||
| 1218 | ALPHABET INC | 22,528 | 17,510,000 | 0.95% | ||
| 1219 | ISHARES TR | 162,234 | 20,150,000 | 1.10% | ||
| 1220 | AMAZON COM INC | 25,636 | 21,465,000 | 1.17% | ||
| 1221 | MICROSOFT CORP | 417,357 | 24,038,000 | 1.31% | ||
| 1222 | ISHARES TR | 167,275 | 25,877,000 | 1.41% | ||
| 1223 | ISHARES TR | 220,928 | 26,878,000 | 1.46% | ||
| 1224 | ISHARES TR | 285,065 | 27,069,000 | 1.47% | ||
| 1225 | VANGUARD BD INDEX FDS | 408,300 | 34,354,000 | 1.87% | ||
| 1226 | APPLE INC | 311,994 | 35,270,000 | 1.92% | ||
| 1227 | VANGUARD TAX-MANAGED FDS | 1,070,853 | 40,060,000 | 2.18% | ||
| 1228 | VANGUARD INDEX FDS | 270,120 | 53,670,000 | 2.92% | ||
| 1229 | ISHARES TR | 561,711 | 63,146,000 | 3.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001055980-16-000015, filed 2016.11.22).
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.
