| # | % | |||||
|---|---|---|---|---|---|---|
| 801 | HONEYWELL INTL INC | 45,617 | 5,319,000 | 0.71% | ||
| 802 | MERCK & CO INC | 86,136 | 5,369,000 | 0.72% | ||
| 803 | CELGENE CORP | 51,520 | 5,386,000 | 0.72% | ||
| 804 | ISHARES RUSSELL 2000 GROWTH ETF | 37,063 | 5,519,000 | 0.74% | ||
| 805 | MASTERCARD INCORPORATED | 55,948 | 5,693,000 | 0.76% | ||
| 806 | CISCO SYS INC | 180,516 | 5,717,000 | 0.76% | ||
| 807 | SELECT SECTOR SPDR TR | 119,770 | 5,723,000 | 0.76% | ||
| 808 | VISA INC | 81,524 | 6,742,000 | 0.90% | ||
| 809 | CROWN CASTLE INTL CORP NEW | 73,660 | 6,939,000 | 0.92% | ||
| 810 | ISHARES TR | 71,851 | 6,996,000 | 0.93% | ||
| 811 | SELECT SECTOR SPDR TR | 97,921 | 7,061,000 | 0.94% | ||
| 812 | FACEBOOK INC | 56,798 | 7,285,000 | 0.97% | ||
| 813 | ISHARES TR | 95,683 | 7,346,000 | 0.98% | ||
| 814 | QUALCOMM INC | 111,533 | 7,639,000 | 1.02% | ||
| 815 | ISHARES TR | 135,851 | 8,033,000 | 1.07% | ||
| 816 | TJX COS INC NEW | 110,040 | 8,228,000 | 1.10% | ||
| 817 | ALPHABET INC | 10,311 | 8,288,000 | 1.10% | ||
| 818 | SCHWAB US AGGREGATE BOND ETF | 159,756 | 8,574,000 | 1.14% | ||
| 819 | MICROSOFT CORP | 164,139 | 9,454,000 | 1.26% | ||
| 820 | ALPHABET INC | 13,189 | 10,252,000 | 1.37% | ||
| 821 | SELECT SECTOR SPDR TR | 152,189 | 10,746,000 | 1.43% | ||
| 822 | VANGUARD INTL EQUITY INDEX F | 305,988 | 11,514,000 | 1.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-020600, filed 2016.10.07).
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.
