| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXXON MOBIL CORP | 317,355 | 28,644,000 | 2.28% | ||
| 2 | COCA COLA CO | 634,816 | 26,319,000 | 2.10% | ||
| 3 | APPLE INC | 213,217 | 24,695,000 | 1.97% | ||
| 4 | JPMORGAN CHASE & CO | 280,628 | 24,216,000 | 1.93% | ||
| 5 | MICROSOFT CORP | 375,725 | 23,347,000 | 1.86% | ||
| 6 | JOHNSON & JOHNSON | 199,332 | 22,965,000 | 1.83% | ||
| 7 | PROCTER AND GAMBLE CO | 241,296 | 20,288,000 | 1.62% | ||
| 8 | MERCK & CO INC | 338,951 | 19,954,000 | 1.59% | ||
| 9 | AT&T INC | 428,019 | 18,203,000 | 1.45% | ||
| 10 | ISHARES TR | 156,409 | 16,901,000 | 1.35% | ||
| 11 | CHEVRON CORP NEW | 139,753 | 16,450,000 | 1.31% | ||
| 12 | PFIZER INC | 483,889 | 15,717,000 | 1.25% | ||
| 13 | WELLS FARGO & CO NEW | 283,040 | 15,599,000 | 1.24% | ||
| 14 | HOME DEPOT INC | 112,680 | 15,108,000 | 1.20% | ||
| 15 | VERIZON COMMUNICATIONS INC | 277,244 | 14,799,000 | 1.18% | ||
| 16 | VANGUARD TAX-MANAGED FDS | 369,579 | 13,505,000 | 1.08% | ||
| 17 | INTERNATIONAL BUSINESS MACHS | 80,192 | 13,311,000 | 1.06% | ||
| 18 | VANGUARD INDEX FDS | 133,596 | 12,812,000 | 1.02% | ||
| 19 | GENERAL ELECTRIC CO | 380,937 | 12,038,000 | 0.96% | ||
| 20 | CISCO SYS INC | 390,169 | 11,791,000 | 0.94% | ||
| 21 | 3M CO | 63,781 | 11,389,000 | 0.91% | ||
| 22 | PEPSICO INC | 105,798 | 11,069,000 | 0.88% | ||
| 23 | ISHARES TR | 187,419 | 10,820,000 | 0.86% | ||
| 24 | MCDONALDS CORP | 86,225 | 10,495,000 | 0.84% | ||
| 25 | RAYMOND JAMES FINANC | 150,210 | 10,405,000 | 0.83% | ||
| 26 | DISNEY WALT CO | 96,478 | 10,055,000 | 0.80% | ||
| 27 | ABBVIE INC | 156,732 | 9,814,000 | 0.78% | ||
| 28 | SPDR S&P 500 ETF TR | 42,886 | 9,586,000 | 0.76% | ||
| 29 | UNION PAC CORP | 87,361 | 9,058,000 | 0.72% | ||
| 30 | CVS HEALTH CORP | 113,190 | 8,931,000 | 0.71% | ||
| 31 | UNITEDHEALTH GROUP INC | 55,353 | 8,859,000 | 0.71% | ||
| 32 | ISHARES TR | 84,338 | 8,847,000 | 0.71% | ||
| 33 | ISHARES TR | 77,959 | 8,734,000 | 0.70% | ||
| 34 | COMCAST CORP NEW | 124,297 | 8,583,000 | 0.68% | ||
| 35 | UNITED TECHNOLOGIES CORP | 77,927 | 8,542,000 | 0.68% | ||
| 36 | ALTRIA GROUP INC | 125,359 | 8,477,000 | 0.68% | ||
| 37 | VISA INC | 104,693 | 8,168,000 | 0.65% | ||
| 38 | HONEYWELL INTL INC | 68,402 | 7,924,000 | 0.63% | ||
| 39 | INTEL CORP | 213,182 | 7,731,000 | 0.62% | ||
| 40 | QUALCOMM INC | 118,149 | 7,704,000 | 0.61% | ||
| 41 | BB&T CORP | 156,468 | 7,357,000 | 0.59% | ||
| 42 | PHILIP MORRIS INTL INC | 78,397 | 7,172,000 | 0.57% | ||
| 43 | BRISTOL MYERS SQUIBB CO | 122,708 | 7,171,000 | 0.57% | ||
| 44 | VANGUARD WHITEHALL FDS | 92,867 | 7,037,000 | 0.56% | ||
| 45 | OCCIDENTAL PETE CORP DEL | 95,711 | 6,818,000 | 0.54% | ||
| 46 | BLACKROCK INC | 17,408 | 6,624,000 | 0.53% | ||
| 47 | MARATHON PETE CORP | 121,644 | 6,124,000 | 0.49% | ||
| 48 | ALLSTATE CORP | 82,509 | 6,116,000 | 0.49% | ||
| 49 | LOCKHEED MARTIN CORP | 23,638 | 5,908,000 | 0.47% | ||
| 50 | ABBOTT LABS | 153,759 | 5,905,000 | 0.47% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001088950-17-000001, filed 2017.01.19).
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.
