| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | INTEL CORP | 16,255 | 494,000 | 0.30% | ||
| 52 | UNION PAC CORP | 5,110 | 487,000 | 0.30% | ||
| 53 | Schwab S&P 500 Index FD | 13,609 | 443,000 | 0.27% | ||
| 54 | MARRIOTT INTL INC NEW | 5,445 | 405,000 | 0.25% | ||
| 55 | COMCAST CORP NEW | 6,257 | 376,000 | 0.23% | ||
| 56 | PPG INDS INC | 3,280 | 376,000 | 0.23% | ||
| 57 | FEDEX CORP | 1,960 | 334,000 | 0.21% | ||
| 58 | NOVARTIS A G | 3,340 | 328,000 | 0.20% | ||
| 59 | TIME WARNER INC | 3,360 | 294,000 | 0.18% | ||
| 60 | VANGUARD TOTAL STOCK MARKET IN | 5,637 | 294,000 | 0.18% | ||
| 61 | AT&T INC | 8,057 | 286,000 | 0.18% | ||
| 62 | BP PLC | 6,318 | 252,000 | 0.16% | ||
| 63 | UNITEDHEALTH GROUP INC | 1,985 | 242,000 | 0.15% | ||
| 64 | HONEYWELL INTL INC | 2,256 | 230,000 | 0.14% | ||
| 65 | TARGET CORP | 2,730 | 223,000 | 0.14% | ||
| 66 | HANESBRANDS INC | 6,672 | 222,000 | 0.14% | ||
| 67 | BANK NEW YORK MELLON CORP | 5,300 | 222,000 | 0.14% | ||
| 68 | Berkshire Hathaway Class A 1/100 | 100 | 205,000 | 0.13% | ||
| 69 | COCA COLA CO | 5,200 | 204,000 | 0.13% | ||
| 70 | BERKSHIRE HATHAWAY INC DEL | 1,495 | 203,000 | 0.12% | ||
| 71 | SCHWAB CHARLES CORP | 6,200 | 202,000 | 0.12% | ||
| 72 | SPDR S&P MIDCAP 400 ETF TR | 737 | 201,000 | 0.12% | ||
| 73 | EATON VANCE TAX-MANAGED GLOBAL COM | 20,000 | 194,000 | 0.12% | ||
| 74 | SWIFT ENERGY CO | 82,563 | 168,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001080173-15-000006, filed 2015.08.12).
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.
