| # | % | |||||
|---|---|---|---|---|---|---|
| 801 | BLACKROCK INC | 19,394 | 7,380,193 | 0.90% | ||
| 802 | MASTERCARD INCORPORATED | 72,514 | 7,487,071 | 0.92% | ||
| 803 | 3M CO | 42,662 | 7,618,153 | 0.93% | ||
| 804 | SCHLUMBERGER LTD | 93,378 | 7,839,083 | 0.96% | ||
| 805 | ISHARES TR | 37,019 | 8,328,905 | 1.02% | ||
| 806 | PFIZER INC | 260,966 | 8,476,176 | 1.04% | ||
| 807 | AMAZON COM INC | 11,807 | 8,853,715 | 1.08% | ||
| 808 | PROCTER AND GAMBLE CO | 110,666 | 9,304,797 | 1.14% | ||
| 809 | PEPSICO INC | 89,857 | 9,401,738 | 1.15% | ||
| 810 | MICROSOFT CORP | 156,315 | 9,713,414 | 1.19% | ||
| 811 | ISHARES TR | 292,907 | 10,254,674 | 1.25% | ||
| 812 | BERKSHIRE HATHAWAY INC DEL | 65,176 | 10,622,384 | 1.30% | ||
| 813 | GENERAL ELECTRIC CO | 337,080 | 10,651,728 | 1.30% | ||
| 814 | CHEVRON CORP NEW | 105,753 | 12,447,128 | 1.52% | ||
| 815 | JPMORGAN CHASE & CO | 148,869 | 12,845,906 | 1.57% | ||
| 816 | ALPHABET INC | 16,469 | 13,050,859 | 1.60% | ||
| 817 | VANGUARD TAX-MANAGED FDS | 373,723 | 13,655,838 | 1.67% | ||
| 818 | JOHNSON & JOHNSON | 133,907 | 15,427,425 | 1.89% | ||
| 819 | APPLE INC | 164,070 | 19,002,587 | 2.32% | ||
| 820 | VANGUARD INTL EQUITY INDEX F | 615,568 | 22,025,023 | 2.69% | ||
| 821 | ISHARES TR | 188,260 | 25,889,515 | 3.17% | ||
| 822 | ISHARES TR | 686,440 | 39,628,181 | 4.85% | ||
| 823 | ISHARES TR | 327,256 | 54,108,507 | 6.62% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-001627, filed 2017.02.13).
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.
