| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 292,380 | 55,131,000 | 4.27% | ||
| 2 | VANGUARD TAX-MANAGED FDS | 1,003,540 | 36,007,000 | 2.79% | ||
| 3 | APPLE INC | 322,520 | 35,151,000 | 2.72% | ||
| 4 | MICROSOFT CORP | 540,250 | 29,838,000 | 2.31% | ||
| 5 | EXXON MOBIL CORP | 344,930 | 28,833,000 | 2.23% | ||
| 6 | JOHNSON & JOHNSON | 232,760 | 25,185,000 | 1.95% | ||
| 7 | ALPHABET INC | 30,505 | 23,272,000 | 1.80% | ||
| 8 | AT&T INC | 521,670 | 20,434,000 | 1.58% | ||
| 9 | VERIZON COMMUNICATIONS INC | 353,675 | 19,127,000 | 1.48% | ||
| 10 | GENERAL ELECTRIC CO | 575,560 | 18,297,000 | 1.42% | ||
| 11 | VANGUARD SCOTTSDALE FDS | 194,940 | 16,946,000 | 1.31% | ||
| 12 | VANGUARD BD INDEX FDS | 197,066 | 16,318,000 | 1.26% | ||
| 13 | DISNEY WALT CO | 156,120 | 15,504,000 | 1.20% | ||
| 14 | PROCTER AND GAMBLE CO | 187,065 | 15,397,000 | 1.19% | ||
| 15 | FACEBOOK INC | 131,455 | 14,999,000 | 1.16% | ||
| 16 | HOME DEPOT INC | 104,760 | 13,978,000 | 1.08% | ||
| 17 | CHEVRON CORP NEW | 144,080 | 13,745,000 | 1.07% | ||
| 18 | VANGUARD INDEX FDS | 165,700 | 13,720,000 | 1.06% | ||
| 19 | PEPSICO INC | 129,610 | 13,282,000 | 1.03% | ||
| 20 | JPMORGAN CHASE & CO | 215,100 | 12,738,000 | 0.99% | ||
| 21 | WELLS FARGO & CO NEW | 256,470 | 12,403,000 | 0.96% | ||
| 22 | VANGUARD CHARLOTTE FDS | 223,230 | 12,175,000 | 0.94% | ||
| 23 | BANK AMER CORP | 878,700 | 11,880,000 | 0.92% | ||
| 24 | INTEL CORP | 362,060 | 11,713,000 | 0.91% | ||
| 25 | CISCO SYS INC | 404,920 | 11,528,000 | 0.89% | ||
| 26 | PFIZER INC | 388,790 | 11,524,000 | 0.89% | ||
| 27 | TRAVELERS COMPANIES INC | 98,100 | 11,449,000 | 0.89% | ||
| 28 | AMAZON COM INC | 19,180 | 11,386,000 | 0.88% | ||
| 29 | UNITEDHEALTH GROUP INC | 85,480 | 11,018,000 | 0.85% | ||
| 30 | GILEAD SCIENCES INC | 118,890 | 10,921,000 | 0.85% | ||
| 31 | BERKSHIRE HATHAWAY INC DEL | 76,300 | 10,825,000 | 0.84% | ||
| 32 | CITIGROUP INC | 251,832 | 10,514,000 | 0.81% | ||
| 33 | NIKE INC | 170,470 | 10,479,000 | 0.81% | ||
| 34 | SPDR SERIES TRUST | 280,226 | 9,598,000 | 0.74% | ||
| 35 | CVS HEALTH CORP | 90,964 | 9,436,000 | 0.73% | ||
| 36 | BRISTOL MYERS SQUIBB CO | 145,350 | 9,285,000 | 0.72% | ||
| 37 | SCHLUMBERGER LTD | 119,200 | 8,791,000 | 0.68% | ||
| 38 | PHILIP MORRIS INTL INC | 88,770 | 8,709,000 | 0.67% | ||
| 39 | ALTRIA GROUP INC | 132,540 | 8,305,000 | 0.64% | ||
| 40 | VISA INC | 108,260 | 8,280,000 | 0.64% | ||
| 41 | AMGEN INC | 54,955 | 8,239,000 | 0.64% | ||
| 42 | UNITED TECHNOLOGIES CORP | 81,250 | 8,133,000 | 0.63% | ||
| 43 | LOWES COS INC | 105,840 | 8,017,000 | 0.62% | ||
| 44 | SOUTHWEST AIRLS CO | 175,281 | 7,853,000 | 0.61% | ||
| 45 | AETNA INC NEW | 69,310 | 7,787,000 | 0.60% | ||
| 46 | COCA COLA CO | 158,100 | 7,334,000 | 0.57% | ||
| 47 | TIME WARNER INC | 98,950 | 7,179,000 | 0.56% | ||
| 48 | ANTHEM INC | 51,570 | 7,168,000 | 0.56% | ||
| 49 | PNC FINL SVCS GROUP INC | 84,540 | 7,150,000 | 0.55% | ||
| 50 | VANGUARD INTL EQUITY INDEX F | 205,976 | 7,123,000 | 0.55% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001059187-16-000014, filed 2016.05.11).
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.
