| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 2,534,817 | 235,760,000 | 5.35% | ||
| 2 | VANGUARD INDEX FDS | 1,936,147 | 215,841,000 | 4.89% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 4,127,481 | 150,817,000 | 3.42% | ||
| 4 | MICROSOFT CORP | 1,205,366 | 74,891,000 | 1.70% | ||
| 5 | APPLE INC | 632,314 | 73,224,000 | 1.66% | ||
| 6 | JOHNSON & JOHNSON | 575,456 | 66,290,000 | 1.50% | ||
| 7 | GENERAL ELECTRIC CO | 1,686,030 | 53,271,000 | 1.21% | ||
| 8 | PEPSICO INC | 506,819 | 53,024,000 | 1.20% | ||
| 9 | ISHARES TR | 472,084 | 51,013,000 | 1.16% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 1,131,131 | 49,972,000 | 1.13% | ||
| 11 | AT&T INC | 1,117,737 | 47,529,000 | 1.08% | ||
| 12 | EXXON MOBIL CORP | 518,521 | 46,796,000 | 1.06% | ||
| 13 | ISHARES TR | 443,859 | 46,560,000 | 1.06% | ||
| 14 | UNITED TECHNOLOGIES CORP | 406,511 | 44,556,000 | 1.01% | ||
| 15 | BERKSHIRE HATHAWAY INC DEL | 256,650 | 41,823,000 | 0.95% | ||
| 16 | PROCTER AND GAMBLE CO | 469,919 | 39,505,000 | 0.90% | ||
| 17 | CVS HEALTH CORP | 491,565 | 38,783,000 | 0.88% | ||
| 18 | CHUBB LIMITED | 292,833 | 38,682,000 | 0.88% | ||
| 19 | JPMORGAN CHASE & CO | 447,458 | 38,605,000 | 0.88% | ||
| 20 | ISHARES TR | 170,540 | 38,369,000 | 0.87% | ||
| 21 | WELLS FARGO & CO NEW | 687,513 | 37,879,000 | 0.86% | ||
| 22 | INTERNATIONAL BUSINESS MACHS | 199,034 | 33,033,000 | 0.75% | ||
| 23 | AUTOMATIC DATA PROCESSING IN | 320,999 | 32,989,000 | 0.75% | ||
| 24 | ISHARES RUSSELL 2000 GROWTH ETF | 206,691 | 31,817,000 | 0.72% | ||
| 25 | VISA INC | 387,103 | 30,193,000 | 0.68% | ||
| 26 | ISHARES RUSSELL 2000 VALUE ETF | 253,595 | 30,161,000 | 0.68% | ||
| 27 | NOVARTIS A G | 408,062 | 29,719,000 | 0.67% | ||
| 28 | QUALCOMM INC | 454,781 | 29,648,000 | 0.67% | ||
| 29 | CHEVRON CORP NEW | 251,475 | 29,594,000 | 0.67% | ||
| 30 | INTL PAPER CO | 554,425 | 29,416,000 | 0.67% | ||
| 31 | KIMBERLY CLARK CORP | 248,055 | 28,303,000 | 0.64% | ||
| 32 | EMERSON ELEC CO | 480,074 | 26,762,000 | 0.61% | ||
| 33 | V F CORP | 473,879 | 25,277,000 | 0.57% | ||
| 34 | DISNEY WALT CO | 238,438 | 24,846,000 | 0.56% | ||
| 35 | MERCK & CO INC | 420,148 | 24,729,000 | 0.56% | ||
| 36 | VANGUARD BD INDEX FDS | 311,070 | 24,714,000 | 0.56% | ||
| 37 | INTEL CORP | 677,247 | 24,558,000 | 0.56% | ||
| 38 | POWERSHARES ETF TRUST II | 1,021,254 | 23,855,000 | 0.54% | ||
| 39 | PFIZER INC | 724,023 | 23,509,000 | 0.53% | ||
| 40 | ALPHABET INC | 29,487 | 23,357,000 | 0.53% | ||
| 41 | SCHLUMBERGER LTD | 276,040 | 23,165,000 | 0.53% | ||
| 42 | ISHARES TR | 332,059 | 22,945,000 | 0.52% | ||
| 43 | NEXTERA ENERGY INC | 190,321 | 22,731,000 | 0.52% | ||
| 44 | BERKSHIRE HATHAWAY INC DEL | 92 | 22,458,000 | 0.51% | ||
| 45 | VANGUARD INTL EQUITY INDEX F | 570,852 | 20,423,000 | 0.46% | ||
| 46 | 3M CO | 114,016 | 20,356,000 | 0.46% | ||
| 47 | UNION PAC CORP | 187,224 | 19,406,000 | 0.44% | ||
| 48 | ALPHABET INC | 24,971 | 19,267,000 | 0.44% | ||
| 49 | COSTCO WHSL CORP NEW | 120,339 | 19,261,000 | 0.44% | ||
| 50 | VERIZON COMMUNICATIONS INC | 359,184 | 19,166,000 | 0.43% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001080107-17-000002, filed 2017.02.15).
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.
