| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | KRAFT HEINZ CO COM | 4,887 | 274,000 | 0.17% | ||
| 52 | SCHWAB U.S. LARGE-CAP ETF | 4,830 | 216,000 | 0.14% | ||
| 53 | MERCK & CO INC | 3,589 | 204,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001080201-14-000003, filed 2014.04.25).
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.