| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & CO NEW | 68,472 | 3,599,000 | 4.04% | ||
| 2 | JOHNSON & JOHNSON | 26,560 | 2,778,000 | 3.12% | ||
| 3 | 3M CO | 15,357 | 2,200,000 | 2.47% | ||
| 4 | EXXON MOBIL CORP | 20,387 | 2,052,000 | 2.30% | ||
| 5 | INTERNATIONAL BUSINESS MACHS | 11,206 | 2,031,000 | 2.28% | ||
| 6 | PROCTER AND GAMBLE CO | 24,247 | 1,906,000 | 2.14% | ||
| 7 | CHEVRON CORP NEW | 14,141 | 1,846,000 | 2.07% | ||
| 8 | VANGUARD BD INDEX FDS | 21,414 | 1,813,000 | 2.04% | ||
| 9 | CONOCOPHILLIPS | 18,993 | 1,629,000 | 1.83% | ||
| 10 | BB&T CORP | 41,035 | 1,618,000 | 1.82% | ||
| 11 | PEPSICO INC | 18,093 | 1,617,000 | 1.82% | ||
| 12 | VERIZON COMMUNICATIONS INC | 32,523 | 1,591,000 | 1.79% | ||
| 13 | DISNEY WALT CO | 18,465 | 1,584,000 | 1.78% | ||
| 14 | PHILIP MORRIS INTL INC | 18,249 | 1,539,000 | 1.73% | ||
| 15 | VANGUARD WORLD FD | 19,383 | 1,489,000 | 1.67% | ||
| 16 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 13,351 | 1,471,000 | 1.65% | ||
| 17 | VANGUARD INTL EQUITY INDEX F | 28,044 | 1,466,000 | 1.65% | ||
| 18 | GENERAL ELECTRIC CO | 54,416 | 1,430,000 | 1.61% | ||
| 19 | ALTRIA GROUP INC | 34,034 | 1,427,000 | 1.60% | ||
| 20 | TRAVELERS COMPANIES INC | 14,881 | 1,400,000 | 1.57% | ||
| 21 | VANGUARD WORLD FD | 23,860 | 1,391,000 | 1.56% | ||
| 22 | SCHWAB INTERNATIONAL EQUITY ETF | 36,084 | 1,190,000 | 1.34% | ||
| 23 | COCA COLA CO | 25,785 | 1,092,000 | 1.23% | ||
| 24 | ARCHER DANIELS M | 24,715 | 1,090,000 | 1.22% | ||
| 25 | WAL-MART STORES INC | 14,489 | 1,088,000 | 1.22% | ||
| 26 | APPLE INC | 11,199 | 1,040,000 | 1.17% | ||
| 27 | MICROSOFT CORP | 24,219 | 1,010,000 | 1.13% | ||
| 28 | SOUTHERN CO | 20,468 | 929,000 | 1.04% | ||
| 29 | INTEL CORP | 29,283 | 905,000 | 1.02% | ||
| 30 | VANGUARD BD INDEX FDS | 11,038 | 887,000 | 1.00% | ||
| 31 | SCHLUMBERGER LTD | 7,348 | 867,000 | 0.97% | ||
| 32 | US BANCORP DEL | 19,873 | 861,000 | 0.97% | ||
| 33 | HOME DEPOT INC | 10,477 | 848,000 | 0.95% | ||
| 34 | ORACLE CORP | 20,106 | 815,000 | 0.92% | ||
| 35 | JPMORGAN CHASE & CO | 13,987 | 806,000 | 0.91% | ||
| 36 | MCDONALDS CORP | 7,787 | 784,000 | 0.88% | ||
| 37 | VANGUARD INTL EQUITY INDEX F | 16,959 | 732,000 | 0.82% | ||
| 38 | QUALCOMM INC | 9,125 | 723,000 | 0.81% | ||
| 39 | VANGUARD INTL EQUITY INDEX F | 6,470 | 719,000 | 0.81% | ||
| 40 | MERCK & CO INC | 11,445 | 662,000 | 0.74% | ||
| 41 | SPDR S&P 500 ETF TR | 3,305 | 647,000 | 0.73% | ||
| 42 | PFIZER INC | 21,367 | 634,000 | 0.71% | ||
| 43 | OCCIDENTAL PETE CORP DEL | 6,170 | 633,000 | 0.71% | ||
| 44 | VANGUARD INDEX FDS | 6,537 | 630,000 | 0.71% | ||
| 45 | NEXTERA ENERGY INC | 6,130 | 628,000 | 0.71% | ||
| 46 | AUTOMATIC DATA PROCESSING IN | 7,348 | 583,000 | 0.65% | ||
| 47 | LOWES COS INC | 11,699 | 561,000 | 0.63% | ||
| 48 | VANGUARD INDEX FDS | 5,189 | 547,000 | 0.61% | ||
| 49 | CISCO SYS INC | 21,289 | 529,000 | 0.59% | ||
| 50 | POWERSHARES ETF TRUST II | 20,880 | 520,000 | 0.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001260101-14-000011, filed 2014.07.11).
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.
