| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 221,807 | 26,699,000 | 11.17% | ||
| 2 | VANGUARD INDEX FDS | 87,868 | 10,736,000 | 4.49% | ||
| 3 | APPLE INC | 75,830 | 8,572,000 | 3.59% | ||
| 4 | VANGUARD INDEX FDS | 65,095 | 8,426,000 | 3.53% | ||
| 5 | BERKSHIRE HATHAWAY INC DEL | 57,910 | 8,366,000 | 3.50% | ||
| 6 | THERMO FISHER SCIENTIFIC INC | 46,455 | 7,389,000 | 3.09% | ||
| 7 | EXXON MOBIL CORP | 73,593 | 6,424,000 | 2.69% | ||
| 8 | SPDR S&P MIDCAP 400 ETF TR | 20,392 | 5,756,000 | 2.41% | ||
| 9 | DANAHER CORP DEL | 71,181 | 5,580,000 | 2.33% | ||
| 10 | UNITED TECHNOLOGIES CORP | 51,881 | 5,272,000 | 2.21% | ||
| 11 | STARBUCKS CORP | 96,232 | 5,210,000 | 2.18% | ||
| 12 | AMETEK | 101,931 | 4,870,000 | 2.04% | ||
| 13 | ZOETIS INC | 91,355 | 4,751,000 | 1.99% | ||
| 14 | V F CORP | 79,592 | 4,461,000 | 1.87% | ||
| 15 | SPDR S&P 500 ETF TR | 20,020 | 4,330,000 | 1.81% | ||
| 16 | JOHNSON & JOHNSON | 36,452 | 4,306,000 | 1.80% | ||
| 17 | AMERICAN TOWER CORP NEW | 37,565 | 4,257,000 | 1.78% | ||
| 18 | MONDELEZ INTL INC | 91,615 | 4,022,000 | 1.68% | ||
| 19 | DISNEY WALT CO | 42,090 | 3,909,000 | 1.64% | ||
| 20 | PROCTER AND GAMBLE CO | 41,931 | 3,764,000 | 1.57% | ||
| 21 | SCHLUMBERGER LTD | 46,738 | 3,675,000 | 1.54% | ||
| 22 | EXPRESS SCRIPTS HLDG CO | 50,166 | 3,539,000 | 1.48% | ||
| 23 | FEDEX CORP | 19,569 | 3,418,000 | 1.43% | ||
| 24 | OCCIDENTAL PETE CORP DEL | 46,293 | 3,375,000 | 1.41% | ||
| 25 | FIRST TR EXCHANGE TRADED FD | 88,225 | 3,014,000 | 1.26% | ||
| 26 | VANGUARD WORLD FDS | 58,540 | 2,889,000 | 1.21% | ||
| 27 | GENERAL ELECTRIC CO | 96,752 | 2,865,000 | 1.20% | ||
| 28 | CHEVRON CORP NEW | 26,782 | 2,756,000 | 1.15% | ||
| 29 | VANGUARD INDEX FDS | 23,083 | 2,570,000 | 1.08% | ||
| 30 | MEDTRONIC PLC | 29,636 | 2,560,000 | 1.07% | ||
| 31 | MICROSOFT CORP | 43,101 | 2,483,000 | 1.04% | ||
| 32 | VANGUARD INDEX FDS | 24,545 | 2,434,000 | 1.02% | ||
| 33 | PEPSICO INC | 21,026 | 2,287,000 | 0.96% | ||
| 34 | CONSTELLATION BRANDS INC | 13,350 | 2,223,000 | 0.93% | ||
| 35 | QUALCOMM INC | 32,207 | 2,206,000 | 0.92% | ||
| 36 | AT&T INC | 53,219 | 2,161,000 | 0.90% | ||
| 37 | ALLERGAN PLC | 8,559 | 1,972,000 | 0.83% | ||
| 38 | ADOBE INC | 17,800 | 1,932,000 | 0.81% | ||
| 39 | ALPHABET INC | 2,402 | 1,868,000 | 0.78% | ||
| 40 | VERIZON COMMUNICATIONS INC | 35,799 | 1,861,000 | 0.78% | ||
| 41 | HONEYWELL INTL INC | 15,800 | 1,842,000 | 0.77% | ||
| 42 | Fortive Corp | 36,062 | 1,835,000 | 0.77% | ||
| 43 | VISA INC | 20,650 | 1,708,000 | 0.71% | ||
| 44 | SPDR SER TR | 24,145 | 1,601,000 | 0.67% | ||
| 45 | HERSHEY CO | 16,607 | 1,588,000 | 0.66% | ||
| 46 | STRYKER CORP | 12,560 | 1,462,000 | 0.61% | ||
| 47 | INTEL CORP | 35,962 | 1,358,000 | 0.57% | ||
| 48 | WATERS CORP | 7,984 | 1,265,000 | 0.53% | ||
| 49 | VANGUARD INDEX FDS | 13,545 | 1,175,000 | 0.49% | ||
| 50 | MERCK & CO INC | 18,194 | 1,136,000 | 0.48% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001132708-16-000009, filed 2016.10.21).
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.
