| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 178,776 | 19,145,000 | 7.45% | ||
| 2 | VANGUARD WORLD FDS | 97,481 | 12,720,000 | 4.95% | ||
| 3 | VANGUARD INDEX FDS | 112,995 | 12,108,000 | 4.71% | ||
| 4 | VANGUARD INDEX FDS | 94,965 | 10,985,000 | 4.28% | ||
| 5 | VANGUARD WORLD FDS | 199,048 | 9,426,000 | 3.67% | ||
| 6 | VANGUARD STAR FDS | 171,016 | 7,606,000 | 2.96% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 131,170 | 5,620,000 | 2.19% | ||
| 8 | SCHWAB U.S. BROAD MARKET ETF | 105,776 | 5,320,000 | 2.07% | ||
| 9 | SELECT SECTOR SPDR TR | 77,025 | 5,256,000 | 2.05% | ||
| 10 | JOHNSON & JOHNSON | 39,920 | 4,842,000 | 1.88% | ||
| 11 | DISNEY WALT CO | 45,524 | 4,453,000 | 1.73% | ||
| 12 | EXXON MOBIL CORP | 42,145 | 3,950,000 | 1.54% | ||
| 13 | SPDR S&P 500 ETF TR | 17,967 | 3,763,000 | 1.46% | ||
| 14 | PEPSICO INC | 35,440 | 3,754,000 | 1.46% | ||
| 15 | PROCTER AND GAMBLE CO | 42,082 | 3,563,000 | 1.39% | ||
| 16 | MCDONALDS CORP | 26,050 | 3,134,000 | 1.22% | ||
| 17 | VANGUARD WORLD FDS | 29,702 | 2,922,000 | 1.14% | ||
| 18 | NIKE INC | 50,306 | 2,776,000 | 1.08% | ||
| 19 | 3M CO | 15,194 | 2,660,000 | 1.04% | ||
| 20 | VANGUARD WORLD FD | 22,344 | 2,558,000 | 1.00% | ||
| 21 | ALTRIA GROUP INC | 36,987 | 2,550,000 | 0.99% | ||
| 22 | SELECT SECTOR SPDR TR | 110,815 | 2,532,000 | 0.99% | ||
| 23 | SELECT SECTOR SPDR TR | 35,246 | 2,527,000 | 0.98% | ||
| 24 | KIMBERLY CLARK CORP | 17,055 | 2,344,000 | 0.91% | ||
| 25 | GENERAL ELECTRIC CO | 72,302 | 2,276,000 | 0.89% | ||
| 26 | iShares Core S&P US Stock | 23,758 | 2,263,000 | 0.88% | ||
| 27 | COCA COLA CO | 49,263 | 2,233,000 | 0.87% | ||
| 28 | CVS HEALTH CORP | 22,512 | 2,155,000 | 0.84% | ||
| 29 | SELECT SECTOR SPDR TR | 37,328 | 2,058,000 | 0.80% | ||
| 30 | ISHARES TR | 17,548 | 2,039,000 | 0.79% | ||
| 31 | COLGATE PALMOLIVE CO | 27,785 | 2,033,000 | 0.79% | ||
| 32 | TRAVELERS COMPANIES INC | 16,703 | 1,988,000 | 0.77% | ||
| 33 | SELECT SECTOR SPDR TR | 24,764 | 1,933,000 | 0.75% | ||
| 34 | VANGUARD WORLD FD | 19,978 | 1,900,000 | 0.74% | ||
| 35 | YUM BRANDS INC | 21,166 | 1,755,000 | 0.68% | ||
| 36 | MICROSOFT CORP | 34,280 | 1,754,000 | 0.68% | ||
| 37 | INTEL CORP | 53,126 | 1,742,000 | 0.68% | ||
| 38 | SELECT SECTOR SPDR TR | 31,031 | 1,738,000 | 0.68% | ||
| 39 | COSTCO WHSL CORP NEW | 10,970 | 1,722,000 | 0.67% | ||
| 40 | CHEVRON CORP NEW | 16,406 | 1,719,000 | 0.67% | ||
| 41 | STARBUCKS CORP | 29,975 | 1,712,000 | 0.67% | ||
| 42 | CUMMINS INC | 15,170 | 1,705,000 | 0.66% | ||
| 43 | CHUBB LIMITED | 12,146 | 1,587,000 | 0.62% | ||
| 44 | PFIZER INC | 44,909 | 1,581,000 | 0.62% | ||
| 45 | APPLE INC | 16,115 | 1,540,000 | 0.60% | ||
| 46 | SELECT SECTOR SPDR TR | 34,968 | 1,516,000 | 0.59% | ||
| 47 | MERCK & CO INC | 23,668 | 1,363,000 | 0.53% | ||
| 48 | ORACLE CORP | 32,054 | 1,311,000 | 0.51% | ||
| 49 | SELECT SECTOR SPDR TR | 24,939 | 1,308,000 | 0.51% | ||
| 50 | MCCORMICK CO INC | 12,224 | 1,303,000 | 0.51% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001259671-16-000012, filed 2016.07.25).
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.
