| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 250,190 | 46,768,000 | 3.83% | ||
| 2 | APPLE INC | 339,570 | 35,743,000 | 2.93% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 953,750 | 35,022,000 | 2.87% | ||
| 4 | MICROSOFT CORP | 500,380 | 27,761,000 | 2.28% | ||
| 5 | EXXON MOBIL CORP | 331,620 | 25,850,000 | 2.12% | ||
| 6 | JOHNSON & JOHNSON | 223,910 | 23,000,000 | 1.89% | ||
| 7 | ALPHABET INC | 28,825 | 22,426,000 | 1.84% | ||
| 8 | VANGUARD SCOTTSDALE FDS | 201,370 | 16,933,000 | 1.39% | ||
| 9 | GENERAL ELECTRIC CO | 540,170 | 16,826,000 | 1.38% | ||
| 10 | AT&T INC | 480,410 | 16,531,000 | 1.36% | ||
| 11 | VANGUARD BD INDEX FDS | 202,276 | 16,336,000 | 1.34% | ||
| 12 | AMAZON COM INC | 23,900 | 16,154,000 | 1.32% | ||
| 13 | DISNEY WALT CO | 151,010 | 15,868,000 | 1.30% | ||
| 14 | PROCTER AND GAMBLE CO | 186,805 | 14,834,000 | 1.22% | ||
| 15 | BANK AMER CORP | 842,980 | 14,187,000 | 1.16% | ||
| 16 | JPMORGAN CHASE & CO | 206,780 | 13,654,000 | 1.12% | ||
| 17 | VERIZON COMMUNICATIONS INC | 293,525 | 13,567,000 | 1.11% | ||
| 18 | HOME DEPOT INC | 101,350 | 13,404,000 | 1.10% | ||
| 19 | VANGUARD INDEX FDS | 157,170 | 13,171,000 | 1.08% | ||
| 20 | PEPSICO INC | 125,660 | 12,556,000 | 1.03% | ||
| 21 | CITIGROUP INC | 241,162 | 12,480,000 | 1.02% | ||
| 22 | CHEVRON CORP NEW | 138,570 | 12,466,000 | 1.02% | ||
| 23 | PFIZER INC | 375,630 | 12,125,000 | 0.99% | ||
| 24 | FACEBOOK INC | 115,040 | 12,040,000 | 0.99% | ||
| 25 | INTEL CORP | 343,130 | 11,821,000 | 0.97% | ||
| 26 | WELLS FARGO & CO NEW | 215,270 | 11,702,000 | 0.96% | ||
| 27 | GILEAD SCIENCES INC | 114,280 | 11,564,000 | 0.95% | ||
| 28 | TRAVELERS COMPANIES INC | 93,780 | 10,584,000 | 0.87% | ||
| 29 | NIKE INC | 164,450 | 10,278,000 | 0.84% | ||
| 30 | CISCO SYS INC | 357,580 | 9,710,000 | 0.80% | ||
| 31 | BERKSHIRE HATHAWAY INC DEL | 73,100 | 9,652,000 | 0.79% | ||
| 32 | UNITEDHEALTH GROUP INC | 81,820 | 9,625,000 | 0.79% | ||
| 33 | BOEING CO | 66,350 | 9,594,000 | 0.79% | ||
| 34 | SPDR SERIES TRUST | 281,696 | 9,552,000 | 0.78% | ||
| 35 | CVS HEALTH CORP | 95,854 | 9,372,000 | 0.77% | ||
| 36 | COCA COLA CO | 214,210 | 9,202,000 | 0.75% | ||
| 37 | VANGUARD CHARLOTTE FDS | 167,500 | 8,857,000 | 0.73% | ||
| 38 | BRISTOL MYERS SQUIBB CO | 116,710 | 8,028,000 | 0.66% | ||
| 39 | VISA INC | 102,350 | 7,937,000 | 0.65% | ||
| 40 | SCHLUMBERGER LTD | 113,580 | 7,922,000 | 0.65% | ||
| 41 | LOWES COS INC | 102,640 | 7,805,000 | 0.64% | ||
| 42 | AMGEN INC | 46,985 | 7,627,000 | 0.63% | ||
| 43 | PHILIP MORRIS INTL INC | 86,740 | 7,625,000 | 0.63% | ||
| 44 | ALTRIA GROUP INC | 127,060 | 7,396,000 | 0.61% | ||
| 45 | COMCAST CORP NEW | 129,510 | 7,308,000 | 0.60% | ||
| 46 | AETNA INC NEW | 66,630 | 7,204,000 | 0.59% | ||
| 47 | CENCORA | 69,360 | 7,193,000 | 0.59% | ||
| 48 | SOUTHWEST AIRLS CO | 166,811 | 7,183,000 | 0.59% | ||
| 49 | VANGUARD INDEX FDS | 66,220 | 7,045,000 | 0.58% | ||
| 50 | ANTHEM INC | 50,150 | 6,993,000 | 0.57% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001059187-16-000011, filed 2016.02.09).
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.
