| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXXON MOBIL CORP | 82,783 | 6,155,000 | 6.92% | ||
| 2 | SPDR S&P 500 ETF TR | 30,862 | 5,914,000 | 6.65% | ||
| 3 | JOHNSON & JOHNSON | 46,860 | 4,374,000 | 4.92% | ||
| 4 | GENERAL ELECTRIC CO | 161,588 | 4,075,000 | 4.58% | ||
| 5 | COCA COLA CO | 77,234 | 3,099,000 | 3.48% | ||
| 6 | ISHARES TR | 22,185 | 2,431,000 | 2.73% | ||
| 7 | PFIZER INC | 68,444 | 2,150,000 | 2.42% | ||
| 8 | APPLE INC | 19,235 | 2,121,000 | 2.38% | ||
| 9 | CIGNA CORPORATION | 15,180 | 2,050,000 | 2.30% | ||
| 10 | INTERNATIONAL BUSINESS MACHS | 12,026 | 1,743,000 | 1.96% | ||
| 11 | CHEVRON CORP NEW | 21,952 | 1,732,000 | 1.95% | ||
| 12 | PHILIP MORRIS INTL INC | 21,637 | 1,716,000 | 1.93% | ||
| 13 | VERIZON COMMUNICATIONS INC | 38,636 | 1,681,000 | 1.89% | ||
| 14 | PEPSICO INC | 15,363 | 1,449,000 | 1.63% | ||
| 15 | WAL-MART STORES INC | 21,344 | 1,384,000 | 1.56% | ||
| 16 | DISNEY WALT CO | 12,857 | 1,314,000 | 1.48% | ||
| 17 | AT&T INC | 40,020 | 1,303,000 | 1.47% | ||
| 18 | ALTRIA GROUP INC | 23,630 | 1,285,000 | 1.44% | ||
| 19 | MERCK & CO INC | 25,205 | 1,245,000 | 1.40% | ||
| 20 | ISHARES TR | 21,489 | 1,232,000 | 1.39% | ||
| 21 | MICROSOFT CORP | 27,813 | 1,231,000 | 1.38% | ||
| 22 | FEDERAL REALTY INVS | 8,700 | 1,187,000 | 1.33% | ||
| 23 | DOMINION ENERGY INC | 16,675 | 1,174,000 | 1.32% | ||
| 24 | ISHARES TR | 8,378 | 1,144,000 | 1.29% | ||
| 25 | 3M CO | 7,798 | 1,105,000 | 1.24% | ||
| 26 | DU PONT E I DE NEMOURS & CO | 22,043 | 1,063,000 | 1.20% | ||
| 27 | NORFOLK SOUTHN CORP | 13,820 | 1,056,000 | 1.19% | ||
| 28 | WELLS FARGO & CO NEW | 20,052 | 1,030,000 | 1.16% | ||
| 29 | PROCTER AND GAMBLE CO | 13,997 | 1,007,000 | 1.13% | ||
| 30 | ISHARES TR | 8,962 | 956,000 | 1.07% | ||
| 31 | BRISTOL MYERS SQUIBB CO | 15,838 | 938,000 | 1.05% | ||
| 32 | HOME DEPOT INC | 7,833 | 904,000 | 1.02% | ||
| 33 | INTEL CORP | 28,502 | 859,000 | 0.97% | ||
| 34 | ABBVIE INC | 14,824 | 807,000 | 0.91% | ||
| 35 | SPDR SERIES TRUST | 22,047 | 786,000 | 0.88% | ||
| 36 | BERKSHIRE HATHAWAY INC DEL | 4 | 781,000 | 0.88% | ||
| 37 | ISHARES TR | 22,755 | 746,000 | 0.84% | ||
| 38 | CISCO SYS INC | 27,668 | 726,000 | 0.82% | ||
| 39 | ABBOTT LABS | 16,216 | 653,000 | 0.73% | ||
| 40 | BANK AMER CORP | 40,465 | 631,000 | 0.71% | ||
| 41 | Hewlett Packard Co | 24,398 | 625,000 | 0.70% | ||
| 42 | BOEING CO | 4,720 | 618,000 | 0.69% | ||
| 43 | BANK NEW YORK MELLON CORP | 14,989 | 587,000 | 0.66% | ||
| 44 | KIMBERLY CLARK CORP | 5,249 | 572,000 | 0.64% | ||
| 45 | MEDTRONIC PLC | 8,005 | 536,000 | 0.60% | ||
| 46 | MONDELEZ INTL INC | 12,694 | 531,000 | 0.60% | ||
| 47 | NEXTERA ENERGY INC | 5,371 | 524,000 | 0.59% | ||
| 48 | LOWES COS INC | 7,542 | 519,000 | 0.58% | ||
| 49 | CVS HEALTH CORP | 5,050 | 487,000 | 0.55% | ||
| 50 | MCDONALDS CORP | 4,869 | 479,000 | 0.54% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-037464, filed 2015.10.13).
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.
