| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | SPDR S&P MIDCAP 400 ETF TR | 12,367 | 3,731,000 | 1.68% | ||
| 102 | AMETEK INC NEW | 84,994 | 4,130,000 | 1.86% | ||
| 103 | STARBUCKS CORP | 77,007 | 4,275,000 | 1.93% | ||
| 104 | SPDR S&P 500 ETF TR | 19,130 | 4,276,000 | 1.93% | ||
| 105 | JOHNSON & JOHNSON | 37,252 | 4,292,000 | 1.94% | ||
| 106 | DANAHER CORP DEL | 58,143 | 4,526,000 | 2.04% | ||
| 107 | UNITED TECHNOLOGIES CORP | 46,281 | 5,074,000 | 2.29% | ||
| 108 | THERMO FISHER SCIENTIFIC INC | 36,630 | 5,169,000 | 2.33% | ||
| 109 | VANGUARD INDEX FDS | 50,053 | 5,773,000 | 2.61% | ||
| 110 | EXXON MOBIL CORP | 81,845 | 7,387,000 | 3.33% | ||
| 111 | APPLE INC | 70,080 | 8,117,000 | 3.66% | ||
| 112 | BERKSHIRE HATHAWAY INC DEL | 52,515 | 8,559,000 | 3.86% | ||
| 113 | VANGUARD INDEX FDS | 65,155 | 8,576,000 | 3.87% | ||
| 114 | VANGUARD INDEX FDS | 75,778 | 9,773,000 | 4.41% | ||
| 115 | VANGUARD WORLD FD | 206,082 | 25,039,000 | 11.30% |
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.
