| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 187,515 | 25,432,000 | 7.62% | ||
| 2 | VANGUARD INDEX FDS | 124,141 | 15,060,000 | 4.51% | ||
| 3 | VANGUARD WORLD FD | 103,654 | 14,285,000 | 4.28% | ||
| 4 | VANGUARD INDEX FDS | 94,918 | 12,650,000 | 3.79% | ||
| 5 | VANGUARD WORLD FDS | 194,795 | 11,779,000 | 3.53% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 178,747 | 8,549,000 | 2.56% | ||
| 7 | SCHWAB U.S. BROAD MARKET ETF | 147,368 | 8,408,000 | 2.52% | ||
| 8 | VANGUARD STAR FDS | 147,527 | 7,329,000 | 2.20% | ||
| 9 | SELECT SECTOR SPDR TR | 94,638 | 6,615,000 | 1.98% | ||
| 10 | JOHNSON & JOHNSON | 47,731 | 5,944,000 | 1.78% | ||
| 11 | SPDR S&P 500 ETF TR | 22,933 | 5,406,000 | 1.62% | ||
| 12 | DISNEY WALT CO | 46,099 | 5,227,000 | 1.57% | ||
| 13 | PROCTER AND GAMBLE CO | 53,662 | 4,821,000 | 1.44% | ||
| 14 | SELECT SECTOR SPDR TR | 52,556 | 4,622,000 | 1.38% | ||
| 15 | PEPSICO INC | 36,857 | 4,122,000 | 1.23% | ||
| 16 | SELECT SECTOR SPDR TR | 166,455 | 3,949,000 | 1.18% | ||
| 17 | SELECT SECTOR SPDR TR | 64,316 | 3,510,000 | 1.05% | ||
| 18 | EXXON MOBIL CORP | 42,471 | 3,483,000 | 1.04% | ||
| 19 | SELECT SECTOR SPDR TR | 46,743 | 3,475,000 | 1.04% | ||
| 20 | APPLE INC | 23,302 | 3,347,000 | 1.00% | ||
| 21 | GENERAL ELECTRIC CO | 112,145 | 3,341,000 | 1.00% | ||
| 22 | MCDONALDS CORP | 25,431 | 3,296,000 | 0.99% | ||
| 23 | 3M CO | 17,136 | 3,278,000 | 0.98% | ||
| 24 | SELECT SECTOR SPDR TR | 49,851 | 3,243,000 | 0.97% | ||
| 25 | MICROSOFT CORP | 46,944 | 3,091,000 | 0.93% | ||
| 26 | KIMBERLY CLARK CORP | 23,175 | 3,050,000 | 0.91% | ||
| 27 | ISHARES TR | 43,537 | 3,011,000 | 0.90% | ||
| 28 | SELECT SECTOR SPDR TR | 54,804 | 2,921,000 | 0.87% | ||
| 29 | NIKE INC | 51,313 | 2,859,000 | 0.86% | ||
| 30 | VANGUARD WORLD FDS | 29,433 | 2,792,000 | 0.84% | ||
| 31 | ALTRIA GROUP INC | 38,918 | 2,779,000 | 0.83% | ||
| 32 | ISHARES TR | 50,795 | 2,744,000 | 0.82% | ||
| 33 | VANGUARD WORLD FD | 22,972 | 2,587,000 | 0.77% | ||
| 34 | BERKSHIRE HATHAWAY B | 14,400 | 2,406,000 | 0.72% | ||
| 35 | CUMMINS INC | 15,194 | 2,297,000 | 0.69% | ||
| 36 | INTEL CORP | 63,535 | 2,291,000 | 0.69% | ||
| 37 | AT&T INC | 52,280 | 2,172,000 | 0.65% | ||
| 38 | TRAVELERS COMPANIES INC | 14,561 | 2,116,000 | 0.63% | ||
| 39 | PFIZER INC | 59,841 | 2,047,000 | 0.61% | ||
| 40 | CHEVRON CORP NEW | 18,870 | 2,026,000 | 0.61% | ||
| 41 | COLGATE PALMOLIVE CO | 26,732 | 1,956,000 | 0.59% | ||
| 42 | CVS HEALTH CORP | 24,278 | 1,905,000 | 0.57% | ||
| 43 | CISCO SYS INC | 55,873 | 1,888,000 | 0.57% | ||
| 44 | VANGUARD WORLD FD | 18,467 | 1,785,000 | 0.53% | ||
| 45 | COSTCO WHSL CORP NEW | 10,640 | 1,784,000 | 0.53% | ||
| 46 | VERIZON COMMUNICATIONS INC | 36,096 | 1,759,000 | 0.53% | ||
| 47 | SCHWAB U.S. LARGE-CAP ETF | 30,688 | 1,726,000 | 0.52% | ||
| 48 | SCHWAB INTERNATIONAL EQUITY ETF | 55,381 | 1,654,000 | 0.50% | ||
| 49 | STARBUCKS CORP | 28,027 | 1,636,000 | 0.49% | ||
| 50 | SELECT SECTOR SPDR TR | 30,427 | 1,561,000 | 0.47% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001259671-17-000004, filed 2017.04.21).
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.
