| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 281,560 | 50,847,000 | 5.15% | ||
| 2 | APPLE INC | 287,460 | 28,962,000 | 2.93% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 693,480 | 27,566,000 | 2.79% | ||
| 4 | JOHNSON & JOHNSON | 209,300 | 22,309,000 | 2.26% | ||
| 5 | MICROSOFT CORP | 449,630 | 20,845,000 | 2.11% | ||
| 6 | EXXON MOBIL CORP | 221,190 | 20,803,000 | 2.11% | ||
| 7 | VANGUARD SCOTTSDALE FDS | 189,210 | 16,229,000 | 1.64% | ||
| 8 | VANGUARD BD INDEX FDS | 176,626 | 14,471,000 | 1.47% | ||
| 9 | AT&T INC | 400,650 | 14,119,000 | 1.43% | ||
| 10 | INTEL CORP | 401,330 | 13,974,000 | 1.42% | ||
| 11 | WELLS FARGO & CO NEW | 254,460 | 13,199,000 | 1.34% | ||
| 12 | PROCTER AND GAMBLE CO | 154,325 | 12,923,000 | 1.31% | ||
| 13 | VERIZON COMMUNICATIONS INC | 247,635 | 12,379,000 | 1.25% | ||
| 14 | PEPSICO INC | 131,550 | 12,246,000 | 1.24% | ||
| 15 | DISNEY WALT CO | 120,520 | 10,730,000 | 1.09% | ||
| 16 | CHEVRON CORP NEW | 82,940 | 9,896,000 | 1.00% | ||
| 17 | GILEAD SCIENCES INC | 89,300 | 9,506,000 | 0.96% | ||
| 18 | HOME DEPOT INC | 101,550 | 9,316,000 | 0.94% | ||
| 19 | GENERAL ELECTRIC CO | 362,470 | 9,286,000 | 0.94% | ||
| 20 | JPMORGAN CHASE & CO | 144,210 | 8,687,000 | 0.88% | ||
| 21 | MERCK & CO INC | 145,770 | 8,641,000 | 0.88% | ||
| 22 | COCA COLA CO | 196,990 | 8,404,000 | 0.85% | ||
| 23 | QUALCOMM INC | 111,575 | 8,342,000 | 0.85% | ||
| 24 | BERKSHIRE HATHAWAY INC DEL | 59,450 | 8,212,000 | 0.83% | ||
| 25 | PFIZER INC | 268,810 | 7,949,000 | 0.81% | ||
| 26 | GOOGLE INC | 13,495 | 7,791,000 | 0.79% | ||
| 27 | INTERNATIONAL BUSINESS MACHS | 41,000 | 7,783,000 | 0.79% | ||
| 28 | FACEBOOK INC | 95,020 | 7,510,000 | 0.76% | ||
| 29 | TRAVELERS COMPANIES INC | 79,570 | 7,475,000 | 0.76% | ||
| 30 | COMCAST CORP NEW | 137,900 | 7,416,000 | 0.75% | ||
| 31 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 12,270 | 7,220,000 | 0.73% | ||
| 32 | CONOCOPHILLIPS | 93,640 | 7,165,000 | 0.73% | ||
| 33 | UNION PAC CORP | 65,870 | 7,142,000 | 0.72% | ||
| 34 | WAL-MART STORES INC | 91,180 | 6,973,000 | 0.71% | ||
| 35 | CISCO SYS INC | 275,550 | 6,936,000 | 0.70% | ||
| 36 | UNITED TECHNOLOGIES CORP | 65,080 | 6,872,000 | 0.70% | ||
| 37 | CVS HEALTH CORP | 82,694 | 6,582,000 | 0.67% | ||
| 38 | CITIGROUP INC | 121,852 | 6,314,000 | 0.64% | ||
| 39 | LYONDELLBASELL INDUSTRIES N | 55,570 | 6,038,000 | 0.61% | ||
| 40 | 3M CO | 42,450 | 6,014,000 | 0.61% | ||
| 41 | PHILIP MORRIS INTL INC | 71,820 | 5,990,000 | 0.61% | ||
| 42 | BLACKROCK INC | 18,060 | 5,929,000 | 0.60% | ||
| 43 | BOEING CO | 44,980 | 5,730,000 | 0.58% | ||
| 44 | BIOGEN INC | 16,660 | 5,511,000 | 0.56% | ||
| 45 | PRUDENTIAL FINL INC | 62,380 | 5,486,000 | 0.56% | ||
| 46 | VISA INC | 25,660 | 5,475,000 | 0.55% | ||
| 47 | VANGUARD INTL EQUITY INDEX F | 130,686 | 5,451,000 | 0.55% | ||
| 48 | BRISTOL MYERS SQUIBB CO | 106,090 | 5,430,000 | 0.55% | ||
| 49 | OCCIDENTAL PETE CORP DEL | 55,575 | 5,344,000 | 0.54% | ||
| 50 | Anthem, Inc. | 43,870 | 5,248,000 | 0.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001059187-14-000009, filed 2014.11.10).
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.
