| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 257,034 | 55,609,000 | 2.75% | ||
| 2 | APPLE INC | 321,597 | 46,200,000 | 2.29% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 1,132,190 | 44,495,000 | 2.20% | ||
| 4 | ISHARES TR | 229,051 | 30,124,000 | 1.49% | ||
| 5 | ISHARES TR | 166,721 | 28,545,000 | 1.41% | ||
| 6 | MICROSOFT CORP | 432,332 | 28,472,000 | 1.41% | ||
| 7 | ISHARES TR | 258,641 | 26,909,000 | 1.33% | ||
| 8 | AMAZON COM INC | 27,079 | 24,005,000 | 1.19% | ||
| 9 | ISHARES TR | 159,236 | 21,891,000 | 1.08% | ||
| 10 | ALPHABET INC | 24,677 | 20,470,000 | 1.01% | ||
| 11 | FACEBOOK INC | 143,114 | 20,329,000 | 1.01% | ||
| 12 | JPMORGAN CHASE & CO | 168,061 | 14,762,000 | 0.73% | ||
| 13 | EXXON MOBIL CORP | 178,709 | 14,655,000 | 0.73% | ||
| 14 | ISHARES TR | 58,991 | 13,996,000 | 0.69% | ||
| 15 | PROCTER AND GAMBLE CO | 141,713 | 12,731,000 | 0.63% | ||
| 16 | VANGUARD INDEX FDS | 148,706 | 12,280,000 | 0.61% | ||
| 17 | BERKSHIRE HATHAWAY INC DEL | 73,218 | 12,203,000 | 0.60% | ||
| 18 | COMCAST CORP NEW | 305,253 | 11,474,000 | 0.57% | ||
| 19 | ALPHABET INC | 12,864 | 10,905,000 | 0.54% | ||
| 20 | JOHNSON & JOHNSON | 82,229 | 10,241,000 | 0.51% | ||
| 21 | CISCO SYS INC | 290,999 | 9,835,000 | 0.49% | ||
| 22 | VERIZON COMMUNICATIONS INC | 194,995 | 9,505,000 | 0.47% | ||
| 23 | INTEL CORP | 259,308 | 9,352,000 | 0.46% | ||
| 24 | GENERAL ELECTRIC CO | 310,228 | 9,245,000 | 0.46% | ||
| 25 | MERCK & CO INC | 141,608 | 8,997,000 | 0.45% | ||
| 26 | DISNEY WALT CO | 79,053 | 8,963,000 | 0.44% | ||
| 27 | AT&T INC | 210,030 | 8,726,000 | 0.43% | ||
| 28 | BANK AMER CORP | 368,254 | 8,686,000 | 0.43% | ||
| 29 | COCA COLA CO | 203,016 | 8,614,000 | 0.43% | ||
| 30 | VISA INC | 94,557 | 8,402,000 | 0.42% | ||
| 31 | SPDR S&P MIDCAP 400 ETF TR | 26,045 | 8,137,000 | 0.40% | ||
| 32 | SPDR S&P 500 ETF TR | 34,155 | 8,051,000 | 0.40% | ||
| 33 | ORACLE CORP | 178,574 | 7,965,000 | 0.39% | ||
| 34 | SCHLUMBERGER LTD | 95,406 | 7,451,000 | 0.37% | ||
| 35 | BROADCOM LTD | 33,678 | 7,373,000 | 0.36% | ||
| 36 | CELGENE CORP | 58,178 | 7,238,000 | 0.36% | ||
| 37 | AMGEN INC | 43,184 | 7,084,000 | 0.35% | ||
| 38 | COSTCO WHSL CORP NEW | 42,089 | 7,057,000 | 0.35% | ||
| 39 | CHEVRON CORP NEW | 65,283 | 7,008,000 | 0.35% | ||
| 40 | US BANCORP DEL | 128,080 | 6,596,000 | 0.33% | ||
| 41 | HONEYWELL INTL INC | 52,162 | 6,512,000 | 0.32% | ||
| 42 | UNION PAC CORP | 60,679 | 6,427,000 | 0.32% | ||
| 43 | UNITEDHEALTH GROUP INC | 38,299 | 6,280,000 | 0.31% | ||
| 44 | WELLS FARGO & CO NEW | 105,726 | 5,884,000 | 0.29% | ||
| 45 | STARBUCKS CORP | 100,033 | 5,841,000 | 0.29% | ||
| 46 | FEDEX CORP | 28,324 | 5,527,000 | 0.27% | ||
| 47 | BOEING CO | 30,643 | 5,419,000 | 0.27% | ||
| 48 | VANGUARD INTL EQUITY INDEX F | 134,625 | 5,346,000 | 0.26% | ||
| 49 | PAYPAL HLDGS INC | 123,094 | 5,295,000 | 0.26% | ||
| 50 | BLACKROCK INC | 13,656 | 5,236,000 | 0.26% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001055980-17-000003, filed 2017.05.09).
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.
