| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 174,745 | 21,231,000 | 7.08% | ||
| 2 | VANGUARD INDEX FDS | 126,898 | 14,633,000 | 4.88% | ||
| 3 | VANGUARD INDEX FDS | 94,874 | 12,234,000 | 4.08% | ||
| 4 | VANGUARD WORLD FDS | 95,938 | 12,162,000 | 4.05% | ||
| 5 | VANGUARD WORLD FDS | 183,758 | 10,906,000 | 3.63% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 177,415 | 7,838,000 | 2.61% | ||
| 7 | SELECT SECTOR SPDR TR | 84,902 | 6,394,000 | 2.13% | ||
| 8 | SCHWAB U.S. BROAD MARKET ETF | 115,620 | 6,264,000 | 2.09% | ||
| 9 | VANGUARD STAR FDS | 134,944 | 6,191,000 | 2.06% | ||
| 10 | JOHNSON & JOHNSON | 45,401 | 5,230,000 | 1.74% | ||
| 11 | SPDR S&P 500 ETF TR | 22,250 | 4,973,000 | 1.66% | ||
| 12 | DISNEY WALT CO | 44,777 | 4,666,000 | 1.56% | ||
| 13 | PROCTER AND GAMBLE CO | 50,463 | 4,242,000 | 1.41% | ||
| 14 | PEPSICO INC | 35,676 | 3,732,000 | 1.24% | ||
| 15 | EXXON MOBIL CORP | 40,676 | 3,671,000 | 1.22% | ||
| 16 | GENERAL ELECTRIC CO | 109,706 | 3,466,000 | 1.16% | ||
| 17 | SELECT SECTOR SPDR TR | 41,217 | 3,355,000 | 1.12% | ||
| 18 | MCDONALDS CORP | 25,716 | 3,130,000 | 1.04% | ||
| 19 | SELECT SECTOR SPDR TR | 133,695 | 3,108,000 | 1.04% | ||
| 20 | 3M CO | 17,043 | 3,043,000 | 1.01% | ||
| 21 | VANGUARD WORLD FDS | 29,721 | 2,976,000 | 0.99% | ||
| 22 | MICROSOFT CORP | 46,868 | 2,912,000 | 0.97% | ||
| 23 | SELECT SECTOR SPDR TR | 40,021 | 2,759,000 | 0.92% | ||
| 24 | ISHARES TR | 19,688 | 2,707,000 | 0.90% | ||
| 25 | APPLE INC | 23,337 | 2,702,000 | 0.90% | ||
| 26 | SELECT SECTOR SPDR TR | 51,706 | 2,673,000 | 0.89% | ||
| 27 | KIMBERLY CLARK CORP | 23,430 | 2,673,000 | 0.89% | ||
| 28 | SELECT SECTOR SPDR TR | 42,893 | 2,668,000 | 0.89% | ||
| 29 | ALTRIA GROUP INC | 38,367 | 2,594,000 | 0.86% | ||
| 30 | ISHARES TR | 50,360 | 2,582,000 | 0.86% | ||
| 31 | NIKE INC | 50,231 | 2,553,000 | 0.85% | ||
| 32 | VANGUARD WORLD FD | 22,141 | 2,369,000 | 0.79% | ||
| 33 | INTEL CORP | 62,203 | 2,256,000 | 0.75% | ||
| 34 | CHEVRON CORP NEW | 18,378 | 2,163,000 | 0.72% | ||
| 35 | AT&T INC | 50,829 | 2,161,000 | 0.72% | ||
| 36 | BERKSHIRE HATHAWAY B | 13,025 | 2,122,000 | 0.71% | ||
| 37 | PFIZER INC | 63,404 | 2,059,000 | 0.69% | ||
| 38 | CUMMINS INC | 15,067 | 2,059,000 | 0.69% | ||
| 39 | TRAVELERS COMPANIES INC | 16,621 | 2,034,000 | 0.68% | ||
| 40 | VANGUARD WORLD FD | 18,515 | 1,938,000 | 0.65% | ||
| 41 | VERIZON COMMUNICATIONS INC | 35,445 | 1,892,000 | 0.63% | ||
| 42 | SELECT SECTOR SPDR TR | 38,058 | 1,840,000 | 0.61% | ||
| 43 | COLGATE PALMOLIVE CO | 26,697 | 1,747,000 | 0.58% | ||
| 44 | CVS HEALTH CORP | 22,120 | 1,745,000 | 0.58% | ||
| 45 | COSTCO WHSL CORP NEW | 10,690 | 1,711,000 | 0.57% | ||
| 46 | CISCO SYS INC | 56,169 | 1,697,000 | 0.57% | ||
| 47 | STARBUCKS CORP | 29,200 | 1,621,000 | 0.54% | ||
| 48 | SCHWAB U.S. LARGE-CAP ETF | 28,788 | 1,533,000 | 0.51% | ||
| 49 | COCA COLA CO | 35,923 | 1,489,000 | 0.50% | ||
| 50 | MERCK & CO INC | 24,407 | 1,436,000 | 0.48% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001259671-17-000002, filed 2017.01.20).
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.
