| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 3,429,373 | 327,059,000 | 7.93% | ||
| 2 | VANGUARD INDEX FDS | 1,886,803 | 229,548,000 | 5.57% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 4,739,946 | 186,279,000 | 4.52% | ||
| 4 | ISHARES TR | 623,433 | 67,636,000 | 1.64% | ||
| 5 | APPLE INC | 449,337 | 64,551,000 | 1.57% | ||
| 6 | JOHNSON & JOHNSON | 497,255 | 61,933,000 | 1.50% | ||
| 7 | MICROSOFT CORP | 908,063 | 59,805,000 | 1.45% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 1,207,966 | 57,777,000 | 1.40% | ||
| 9 | AT&T INC | 1,176,885 | 48,899,000 | 1.19% | ||
| 10 | EXXON MOBIL CORP | 533,833 | 43,779,000 | 1.06% | ||
| 11 | PEPSICO INC | 389,048 | 43,518,000 | 1.06% | ||
| 12 | PROCTER AND GAMBLE CO | 482,858 | 43,384,000 | 1.05% | ||
| 13 | CVS HEALTH CORP | 550,470 | 43,211,000 | 1.05% | ||
| 14 | UNITED TECHNOLOGIES CORP | 372,660 | 41,816,000 | 1.01% | ||
| 15 | INTERNATIONAL BUSINESS MACHS | 238,988 | 41,617,000 | 1.01% | ||
| 16 | BERKSHIRE HATHAWAY INC DEL | 249,009 | 41,504,000 | 1.01% | ||
| 17 | ISHARES RUSSELL 2000 VALUE ETF | 345,353 | 40,806,000 | 0.99% | ||
| 18 | ISHARES TR | 339,957 | 38,687,000 | 0.94% | ||
| 19 | ISHARES TR | 155,645 | 36,929,000 | 0.90% | ||
| 20 | CHUBB LIMITED | 269,000 | 36,651,000 | 0.89% | ||
| 21 | ISHARES RUSSELL 2000 GROWTH ETF | 219,378 | 35,464,000 | 0.86% | ||
| 22 | NOVARTIS A G | 457,680 | 33,991,000 | 0.82% | ||
| 23 | AUTOMATIC DATA PROCESSING IN | 331,638 | 33,956,000 | 0.82% | ||
| 24 | KIMBERLY CLARK CORP | 257,536 | 33,899,000 | 0.82% | ||
| 25 | GENERAL ELECTRIC CO | 1,135,958 | 33,851,000 | 0.82% | ||
| 26 | QUALCOMM INC | 578,772 | 33,186,000 | 0.80% | ||
| 27 | VANGUARD BD INDEX FDS | 414,563 | 33,048,000 | 0.80% | ||
| 28 | V F CORP | 580,948 | 31,934,000 | 0.77% | ||
| 29 | EMERSON ELEC CO | 511,410 | 30,613,000 | 0.74% | ||
| 30 | VISA INC | 342,049 | 30,397,000 | 0.74% | ||
| 31 | POWERSHARES ETF TRUST II | 1,284,904 | 29,886,000 | 0.72% | ||
| 32 | MERCK & CO INC | 424,425 | 26,967,000 | 0.65% | ||
| 33 | DISNEY WALT CO | 233,199 | 26,442,000 | 0.64% | ||
| 34 | NEXTERA ENERGY INC | 198,280 | 25,453,000 | 0.62% | ||
| 35 | WELLS FARGO & CO NEW | 450,635 | 25,082,000 | 0.61% | ||
| 36 | VANGUARD INTL EQUITY INDEX F | 615,614 | 24,452,000 | 0.59% | ||
| 37 | INTEL CORP | 669,190 | 24,137,000 | 0.59% | ||
| 38 | BERKSHIRE HATHAWAY INC DEL | 92 | 22,986,000 | 0.56% | ||
| 39 | VANGUARD SCOTTSDALE FDS | 263,220 | 20,989,000 | 0.51% | ||
| 40 | ISHARES TR | 109,451 | 20,895,000 | 0.51% | ||
| 41 | ISHARES TR | 138,159 | 20,509,000 | 0.50% | ||
| 42 | COSTCO WHSL CORP NEW | 114,633 | 19,222,000 | 0.47% | ||
| 43 | ISHARES TR | 260,231 | 18,944,000 | 0.46% | ||
| 44 | DEERE & CO | 171,776 | 18,699,000 | 0.45% | ||
| 45 | UNION PAC CORP | 169,855 | 17,991,000 | 0.44% | ||
| 46 | VERIZON COMMUNICATIONS INC | 363,020 | 17,697,000 | 0.43% | ||
| 47 | ALPHABET INC | 20,691 | 17,541,000 | 0.43% | ||
| 48 | AMAZON COM INC | 19,636 | 17,408,000 | 0.42% | ||
| 49 | ABBVIE INC | 246,951 | 16,091,000 | 0.39% | ||
| 50 | JPMORGAN CHASE & CO | 180,365 | 15,843,000 | 0.38% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001080107-17-000003, filed 2017.05.12).
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.
