| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 187,642 | 24,288,000 | 4.11% | ||
| 2 | VANGUARD INDEX FDS | 192,594 | 23,531,000 | 3.98% | ||
| 3 | ISHARES TR | 383,894 | 22,700,000 | 3.84% | ||
| 4 | EXXON MOBIL CORP | 221,023 | 19,291,000 | 3.27% | ||
| 5 | VANGUARD INDEX FDS | 218,567 | 18,958,000 | 3.21% | ||
| 6 | SPDR S&P 500 ETF TR | 62,367 | 13,490,000 | 2.28% | ||
| 7 | GENERAL ELECTRIC CO | 432,674 | 12,816,000 | 2.17% | ||
| 8 | MICROSOFT CORP | 222,283 | 12,803,000 | 2.17% | ||
| 9 | JOHNSON & JOHNSON | 99,467 | 11,750,000 | 1.99% | ||
| 10 | PROCTER AND GAMBLE CO | 130,214 | 11,687,000 | 1.98% | ||
| 11 | AT&T INC | 285,430 | 11,591,000 | 1.96% | ||
| 12 | BECTON DICKINSON & CO | 63,032 | 11,328,000 | 1.92% | ||
| 13 | UNITEDHEALTH GROUP INC | 75,235 | 10,533,000 | 1.78% | ||
| 14 | APPLE INC | 89,559 | 10,124,000 | 1.71% | ||
| 15 | BLACKROCK INC | 27,839 | 10,091,000 | 1.71% | ||
| 16 | DISNEY WALT CO | 107,302 | 9,964,000 | 1.69% | ||
| 17 | AMGEN INC | 55,870 | 9,320,000 | 1.58% | ||
| 18 | AUTOMATIC DATA PROCESSING IN | 102,308 | 9,024,000 | 1.53% | ||
| 19 | PEPSICO INC | 82,589 | 8,983,000 | 1.52% | ||
| 20 | V F CORP | 154,141 | 8,639,000 | 1.46% | ||
| 21 | WELLS FARGO & CO NEW | 190,716 | 8,445,000 | 1.43% | ||
| 22 | MICROCHIP TECHNOLOGY | 131,718 | 8,185,000 | 1.39% | ||
| 23 | INTEL CORP | 216,616 | 8,177,000 | 1.38% | ||
| 24 | VANGUARD BD INDEX FDS | 101,144 | 8,175,000 | 1.38% | ||
| 25 | CVS HEALTH CORP | 89,116 | 7,931,000 | 1.34% | ||
| 26 | US BANCORP DEL | 184,094 | 7,896,000 | 1.34% | ||
| 27 | VANGUARD BD INDEX FDS | 89,379 | 7,835,000 | 1.33% | ||
| 28 | PRUDENTIAL FINL INC | 92,933 | 7,588,000 | 1.28% | ||
| 29 | CHEVRON CORP NEW | 73,546 | 7,569,000 | 1.28% | ||
| 30 | ANHEUSER BUSCH INBEV SA/NV | 56,912 | 7,479,000 | 1.27% | ||
| 31 | CISCO SYS INC | 228,628 | 7,252,000 | 1.23% | ||
| 32 | GENERAL DYNAMICS CORP | 46,240 | 7,174,000 | 1.21% | ||
| 33 | ORACLE CORP | 181,185 | 7,117,000 | 1.20% | ||
| 34 | GLAXOSMITHKLINE PLC | 162,633 | 7,014,000 | 1.19% | ||
| 35 | WASTE MGMT INC DEL | 106,786 | 6,809,000 | 1.15% | ||
| 36 | PRICE T ROWE GROUP INC | 97,256 | 6,468,000 | 1.10% | ||
| 37 | SELECT SECTOR SPDR TR | 134,534 | 6,424,000 | 1.09% | ||
| 38 | CSX CORP | 207,258 | 6,321,000 | 1.07% | ||
| 39 | HOME DEPOT INC | 48,038 | 6,181,000 | 1.05% | ||
| 40 | SSGA ACTIVE ETF TR | 119,382 | 5,992,000 | 1.01% | ||
| 41 | PULTEGROUP | 289,399 | 5,800,000 | 0.98% | ||
| 42 | IRON MTN INC NEW | 149,718 | 5,619,000 | 0.95% | ||
| 43 | ISHARES TR | 31,750 | 5,535,000 | 0.94% | ||
| 44 | VANGUARD INTL EQUITY INDEX F | 145,302 | 5,468,000 | 0.93% | ||
| 45 | CONSOLIDATED EDISON INC | 72,478 | 5,457,000 | 0.92% | ||
| 46 | MARATHON PETE CORP | 124,039 | 5,035,000 | 0.85% | ||
| 47 | ISHARES TR | 38,317 | 4,759,000 | 0.81% | ||
| 48 | BROWN FORMAN CORP CL B | 98,324 | 4,664,000 | 0.79% | ||
| 49 | SELECT SECTOR SPDR TR | 94,706 | 4,525,000 | 0.77% | ||
| 50 | INGERSOLL-RAND PLC | 65,477 | 4,448,000 | 0.75% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-082987, filed 2016.10.18).
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.
