| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LOWES COS INC | 479,593 | 34,109,000 | 5.67% | ||
| 2 | SPDR S&P 500 ETF TR | 125,399 | 28,031,000 | 4.66% | ||
| 3 | ISHARES TR | 106,451 | 23,950,000 | 3.98% | ||
| 4 | EXXON MOBIL CORP | 165,696 | 14,956,000 | 2.49% | ||
| 5 | GENERAL ELECTRIC CO | 391,674 | 12,377,000 | 2.06% | ||
| 6 | ISHARES TR | 87,685 | 11,824,000 | 1.97% | ||
| 7 | APPLE INC | 101,577 | 11,765,000 | 1.96% | ||
| 8 | UNITED TECHNOLOGIES CORP | 102,855 | 11,275,000 | 1.87% | ||
| 9 | JOHNSON & JOHNSON | 87,444 | 10,074,000 | 1.67% | ||
| 10 | ISHARES TR | 166,703 | 9,624,000 | 1.60% | ||
| 11 | PROCTER AND GAMBLE CO | 111,038 | 9,336,000 | 1.55% | ||
| 12 | ISHARES TR | 83,758 | 9,201,000 | 1.53% | ||
| 13 | AT&T INC | 190,389 | 8,097,000 | 1.35% | ||
| 14 | CHEVRON CORP NEW | 64,040 | 7,537,000 | 1.25% | ||
| 15 | ISHARES RUSSELL 1000 ETF | 59,093 | 7,355,000 | 1.22% | ||
| 16 | INTERNATIONAL BUSINESS MACHS | 43,544 | 7,228,000 | 1.20% | ||
| 17 | JPMORGAN CHASE & CO | 83,711 | 7,223,000 | 1.20% | ||
| 18 | HOME DEPOT INC | 50,722 | 6,801,000 | 1.13% | ||
| 19 | DISNEY WALT CO | 64,297 | 6,701,000 | 1.11% | ||
| 20 | ISHARES TR | 63,106 | 6,622,000 | 1.10% | ||
| 21 | ISHARES TR | 53,910 | 6,317,000 | 1.05% | ||
| 22 | CVS HEALTH CORP | 79,340 | 6,261,000 | 1.04% | ||
| 23 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 56,838 | 6,149,000 | 1.02% | ||
| 24 | COCA COLA CO | 147,223 | 6,104,000 | 1.01% | ||
| 25 | AUTOMATIC DATA PROCESSING IN | 58,841 | 6,048,000 | 1.01% | ||
| 26 | SELECT SECTOR SPDR TR | 250,890 | 5,833,000 | 0.97% | ||
| 27 | 3M CO | 32,514 | 5,806,000 | 0.97% | ||
| 28 | PEPSICO INC | 55,408 | 5,797,000 | 0.96% | ||
| 29 | PFIZER INC | 161,516 | 5,246,000 | 0.87% | ||
| 30 | AETNA INC NEW | 41,672 | 5,168,000 | 0.86% | ||
| 31 | SELECT SECTOR SPDR TR | 102,762 | 4,970,000 | 0.83% | ||
| 32 | ISHARES TR | 42,988 | 4,645,000 | 0.77% | ||
| 33 | BERKSHIRE HATHAWAY INC DEL | 18 | 4,394,000 | 0.73% | ||
| 34 | SCHLUMBERGER LTD | 52,216 | 4,384,000 | 0.73% | ||
| 35 | ALPHABET INC | 5,478 | 4,341,000 | 0.72% | ||
| 36 | ISHARES TR | 122,952 | 4,305,000 | 0.72% | ||
| 37 | MICROSOFT CORP | 67,277 | 4,181,000 | 0.69% | ||
| 38 | VANGUARD INDEX FDS | 35,573 | 4,102,000 | 0.68% | ||
| 39 | TJX COS INC NEW | 54,496 | 4,094,000 | 0.68% | ||
| 40 | PHILIP MORRIS INTL INC | 43,242 | 3,956,000 | 0.66% | ||
| 41 | GILEAD SCIENCES INC | 54,612 | 3,911,000 | 0.65% | ||
| 42 | ISHARES TR | 23,059 | 3,813,000 | 0.63% | ||
| 43 | ISHARES TR | 35,186 | 3,806,000 | 0.63% | ||
| 44 | ISHARES TR | 36,098 | 3,793,000 | 0.63% | ||
| 45 | NEXTERA ENERGY INC | 30,377 | 3,629,000 | 0.60% | ||
| 46 | MERCK & CO INC | 61,575 | 3,625,000 | 0.60% | ||
| 47 | AMERICAN EXPRESS CO | 48,715 | 3,609,000 | 0.60% | ||
| 48 | US BANCORP DEL | 69,179 | 3,554,000 | 0.59% | ||
| 49 | BERKSHIRE HATHAWAY INC DEL | 21,604 | 3,521,000 | 0.59% | ||
| 50 | INTEL CORP | 96,818 | 3,512,000 | 0.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000198, filed 2017.01.27).
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.
