| # | % | |||||
|---|---|---|---|---|---|---|
| 601 | PEPSICO INC | 94,874 | 8,946,000 | 1.01% | ||
| 602 | CHEVRON CORP NEW | 115,121 | 9,081,000 | 1.02% | ||
| 603 | ISHARES TR | 160,112 | 9,177,000 | 1.03% | ||
| 604 | ISHARES TR | 90,747 | 9,945,000 | 1.12% | ||
| 605 | VERIZON COMMUNICATIONS INC | 242,173 | 10,537,000 | 1.19% | ||
| 606 | HOME DEPOT INC | 92,369 | 10,668,000 | 1.20% | ||
| 607 | VANGUARD INDEX FDS | 133,138 | 10,868,000 | 1.22% | ||
| 608 | MERCK & CO INC | 223,760 | 11,051,000 | 1.24% | ||
| 609 | AT&T INC | 364,057 | 11,862,000 | 1.34% | ||
| 610 | WELLS FARGO & CO NEW | 240,372 | 12,343,000 | 1.39% | ||
| 611 | VANGUARD TAX-MANAGED FDS | 347,699 | 12,392,000 | 1.39% | ||
| 612 | PFIZER INC | 402,577 | 12,644,000 | 1.42% | ||
| 613 | JPMORGAN CHASE & CO | 216,964 | 13,229,000 | 1.49% | ||
| 614 | JOHNSON & JOHNSON | 150,032 | 14,005,000 | 1.58% | ||
| 615 | MICROSOFT CORP | 324,604 | 14,367,000 | 1.62% | ||
| 616 | PROCTER AND GAMBLE CO | 201,649 | 14,507,000 | 1.63% | ||
| 617 | APPLE INC | 171,314 | 18,896,000 | 2.13% | ||
| 618 | EXXON MOBIL CORP | 255,289 | 18,981,000 | 2.14% | ||
| 619 | COCA COLA CO | 669,845 | 26,873,000 | 3.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001088950-15-000011, filed 2015.11.05).
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.
