| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 206,082 | 25,039,000 | 11.30% | ||
| 2 | VANGUARD INDEX FDS | 75,778 | 9,773,000 | 4.41% | ||
| 3 | VANGUARD INDEX FDS | 65,155 | 8,576,000 | 3.87% | ||
| 4 | BERKSHIRE HATHAWAY INC DEL | 52,515 | 8,559,000 | 3.86% | ||
| 5 | APPLE INC | 70,080 | 8,117,000 | 3.66% | ||
| 6 | EXXON MOBIL CORP | 81,845 | 7,387,000 | 3.33% | ||
| 7 | VANGUARD INDEX FDS | 50,053 | 5,773,000 | 2.61% | ||
| 8 | THERMO FISHER SCIENTIFIC INC | 36,630 | 5,169,000 | 2.33% | ||
| 9 | UNITED TECHNOLOGIES CORP | 46,281 | 5,074,000 | 2.29% | ||
| 10 | DANAHER CORP DEL | 58,143 | 4,526,000 | 2.04% | ||
| 11 | JOHNSON & JOHNSON | 37,252 | 4,292,000 | 1.94% | ||
| 12 | SPDR S&P 500 ETF TR | 19,130 | 4,276,000 | 1.93% | ||
| 13 | STARBUCKS CORP | 77,007 | 4,275,000 | 1.93% | ||
| 14 | AMETEK | 84,994 | 4,130,000 | 1.86% | ||
| 15 | SPDR S&P MIDCAP 400 ETF TR | 12,367 | 3,731,000 | 1.68% | ||
| 16 | ZOETIS INC | 66,605 | 3,565,000 | 1.61% | ||
| 17 | V F CORP | 66,017 | 3,522,000 | 1.59% | ||
| 18 | SCHLUMBERGER LTD | 39,540 | 3,320,000 | 1.50% | ||
| 19 | VANGUARD INDEX FDS | 33,694 | 3,275,000 | 1.48% | ||
| 20 | MONDELEZ INTL INC | 71,848 | 3,185,000 | 1.44% | ||
| 21 | CHEVRON CORP NEW | 26,760 | 3,149,000 | 1.42% | ||
| 22 | AMERICAN TOWER CORP NEW | 28,675 | 3,030,000 | 1.37% | ||
| 23 | DISNEY WALT CO | 28,125 | 2,931,000 | 1.32% | ||
| 24 | PROCTER AND GAMBLE CO | 34,521 | 2,902,000 | 1.31% | ||
| 25 | VANGUARD WORLD FDS | 48,340 | 2,869,000 | 1.29% | ||
| 26 | FIRST TR EXCHANGE TRADED FD | 78,815 | 2,717,000 | 1.23% | ||
| 27 | MICROSOFT CORP | 43,101 | 2,678,000 | 1.21% | ||
| 28 | PEPSICO INC | 24,193 | 2,531,000 | 1.14% | ||
| 29 | OCCIDENTAL PETE CORP DEL | 35,293 | 2,514,000 | 1.13% | ||
| 30 | GENERAL ELECTRIC CO | 78,491 | 2,481,000 | 1.12% | ||
| 31 | FEDEX CORP | 13,269 | 2,471,000 | 1.12% | ||
| 32 | EXPRESS SCRIPTS HLDG CO | 32,821 | 2,258,000 | 1.02% | ||
| 33 | AT&T INC | 52,168 | 2,219,000 | 1.00% | ||
| 34 | QUALCOMM INC | 32,407 | 2,113,000 | 0.95% | ||
| 35 | Pardee Resources Company, Inc. | 11,867 | 2,006,000 | 0.91% | ||
| 36 | VERIZON COMMUNICATIONS INC | 36,855 | 1,968,000 | 0.89% | ||
| 37 | MEDTRONIC PLC | 25,991 | 1,851,000 | 0.84% | ||
| 38 | ADOBE INC | 17,800 | 1,833,000 | 0.83% | ||
| 39 | HERSHEY CO | 16,607 | 1,718,000 | 0.78% | ||
| 40 | STRYKER CORP | 12,560 | 1,505,000 | 0.68% | ||
| 41 | HONEYWELL INTL INC | 12,800 | 1,483,000 | 0.67% | ||
| 42 | Fortive Corp | 27,273 | 1,462,000 | 0.66% | ||
| 43 | Synchrony Finl | 39,670 | 1,439,000 | 0.65% | ||
| 44 | VANGUARD INDEX FDS | 10,900 | 1,319,000 | 0.60% | ||
| 45 | INTEL CORP | 35,964 | 1,304,000 | 0.59% | ||
| 46 | VANGUARD WINDSOR II FUND ADMIRAL SHS | 19,158 | 1,195,000 | 0.54% | ||
| 47 | VANGUARD INDEX FDS | 11,645 | 1,192,000 | 0.54% | ||
| 48 | VANGUARD INDEX FDS | 14,145 | 1,167,000 | 0.53% | ||
| 49 | CHUBB LIMITED | 8,600 | 1,136,000 | 0.51% | ||
| 50 | CELGENE CORP | 9,550 | 1,105,000 | 0.50% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001132708-17-000002, filed 2017.01.26).
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.
