| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JOHNSON AND JOHNSON | 26,052 | 2,777,000 | 3.21% | ||
| 2 | ATANDT INC | 61,561 | 2,170,000 | 2.51% | ||
| 3 | 3M COMPANY | 15,230 | 2,158,000 | 2.49% | ||
| 4 | WELLS FARGO AND CO | 41,376 | 2,146,000 | 2.48% | ||
| 5 | INTERNATIONAL BUSINESS MACHINES CORP | 11,125 | 2,112,000 | 2.44% | ||
| 6 | PROCTER AND GAMBLE CO | 24,784 | 2,075,000 | 2.40% | ||
| 7 | EXXON MOBIL CORP | 21,190 | 1,993,000 | 2.30% | ||
| 8 | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 21,880 | 1,844,000 | 2.13% | ||
| 9 | PEPSICO INC | 17,896 | 1,666,000 | 1.92% | ||
| 10 | WALT DISNEY COMPANY (THE) | 18,306 | 1,630,000 | 1.88% | ||
| 11 | VERIZON COMMUNICATIONS INC | 32,011 | 1,600,000 | 1.85% | ||
| 12 | Vanguard Mega Cap Growth (ETF) | 20,320 | 1,580,000 | 1.82% | ||
| 13 | ALTRIA GROUP INC | 33,679 | 1,547,000 | 1.79% | ||
| 14 | CHEVRON CORP | 12,908 | 1,540,000 | 1.78% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 31,260 | 1,539,000 | 1.78% | ||
| 16 | ISHARES TR | 14,011 | 1,531,000 | 1.77% | ||
| 17 | BBANDT CORPORATION | 39,877 | 1,483,000 | 1.71% | ||
| 18 | VANGUARD MEGA CAP VALUE | 24,966 | 1,465,000 | 1.69% | ||
| 19 | TRAVELERS COMPANIES INC COM | 14,731 | 1,384,000 | 1.60% | ||
| 20 | GENERAL ELECTRIC CO | 53,246 | 1,364,000 | 1.57% | ||
| 21 | PHILIP MORRIS INTERNATIONAL | 16,193 | 1,351,000 | 1.56% | ||
| 22 | CONOCOPHILLIPS | 17,599 | 1,346,000 | 1.55% | ||
| 23 | APPLE INC | 11,374 | 1,146,000 | 1.32% | ||
| 24 | COCA-COLA CO | 26,263 | 1,120,000 | 1.29% | ||
| 25 | SCHWAB STRATEGIC TR | 36,084 | 1,119,000 | 1.29% | ||
| 26 | MICROSOFT CORP | 22,852 | 1,059,000 | 1.22% | ||
| 27 | ARCHER-DANIELS-MIDLAND CO. | 19,907 | 1,017,000 | 1.17% | ||
| 28 | INTEL CORP | 27,602 | 961,000 | 1.11% | ||
| 29 | WAL MART STORES INC | 12,366 | 945,000 | 1.09% | ||
| 30 | HOME DEPOT INC | 9,832 | 902,000 | 1.04% | ||
| 31 | SOUTHERN CO | 20,043 | 875,000 | 1.01% | ||
| 32 | VANGUARD SHORT TERM BOND ETF | 10,703 | 857,000 | 0.99% | ||
| 33 | JPMORGAN CHASE AND CO | 14,106 | 850,000 | 0.98% | ||
| 34 | US BANCORP | 19,773 | 827,000 | 0.95% | ||
| 35 | VANGUARD EMERGING MKTS ETF | 19,436 | 811,000 | 0.94% | ||
| 36 | QUALCOMM INC | 10,542 | 789,000 | 0.91% | ||
| 37 | SCHLUMBERGER LTD | 7,188 | 731,000 | 0.84% | ||
| 38 | MCDONALDS CORP | 7,394 | 701,000 | 0.81% | ||
| 39 | MERCK AND CO INC | 11,270 | 668,000 | 0.77% | ||
| 40 | VANGUARD INTL EQUITY IND | 6,470 | 661,000 | 0.76% | ||
| 41 | VANGUARD INDEX FDS | 6,809 | 656,000 | 0.76% | ||
| 42 | SPDR S&P 500 ETF TR TR UNIT | 3,305 | 651,000 | 0.75% | ||
| 43 | LOWES COMPANIES INC | 11,699 | 619,000 | 0.71% | ||
| 44 | AUTOMATIC DATA PROCESSING INC | 7,181 | 596,000 | 0.69% | ||
| 45 | NEXTERA ENERGY INC COM | 6,129 | 576,000 | 0.66% | ||
| 46 | ABBVIE INC | 9,651 | 557,000 | 0.64% | ||
| 47 | POWERSHARES ETF TRUST II | 22,695 | 551,000 | 0.64% | ||
| 48 | E.I. DU PONT DE NEMOURS AND CO | 7,298 | 523,000 | 0.60% | ||
| 49 | PFIZER INC | 17,635 | 522,000 | 0.60% | ||
| 50 | VANGUARD INDEX FDS SM CP VAL E | 5,169 | 516,000 | 0.60% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001260101-14-000015, filed 2014.11.07).
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.
