| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | ALPHABET INC | 46,669 | 36,983,000 | 1.88% | ||
| 202 | JOHNSON & JOHNSON | 329,035 | 37,908,000 | 1.93% | ||
| 203 | QUALCOMM INC | 582,110 | 37,954,000 | 1.93% | ||
| 204 | ISHARES MSCI ACWI EX US IDX FD | 960,700 | 38,687,000 | 1.97% | ||
| 205 | EXXON MOBIL CORP | 430,664 | 38,872,000 | 1.97% | ||
| 206 | SPDR S&P 500 ETF TR | 177,695 | 39,720,000 | 2.02% | ||
| 207 | GENERAL ELECTRIC CO | 1,302,287 | 41,152,000 | 2.09% | ||
| 208 | MICROSOFT CORP | 681,868 | 42,371,000 | 2.15% | ||
| 209 | WELLS FARGO & CO NEW | 770,804 | 42,479,000 | 2.16% | ||
| 210 | VANGUARD TAX-MANAGED FDS | 1,411,331 | 51,570,000 | 2.62% | ||
| 211 | ISHARES TR | 290,908 | 52,032,000 | 2.64% | ||
| 212 | JPMORGAN CHASE & CO | 700,942 | 60,484,000 | 3.07% | ||
| 213 | APPLE INC | 770,426 | 89,231,000 | 4.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-005144, filed 2017.01.31).
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.
