| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | VISA INC | 513,116 | 35,744,000 | 2.58% | ||
| 202 | APPLE INC | 328,036 | 36,182,000 | 2.61% | ||
| 203 | ISHARES TR | 352,033 | 38,442,000 | 2.78% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001079736-15-000005, filed 2015.11.12).
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.