| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 155,346 | 34,725,000 | 3.69% | ||
| 2 | APPLE INC | 265,090 | 30,702,000 | 3.26% | ||
| 3 | MICROSOFT CORP | 340,482 | 21,154,000 | 2.25% | ||
| 4 | JPMORGAN CHASE & CO | 217,080 | 18,732,000 | 1.99% | ||
| 5 | JOHNSON & JOHNSON | 157,927 | 18,195,000 | 1.93% | ||
| 6 | GENERAL ELECTRIC CO | 564,148 | 17,821,000 | 1.89% | ||
| 7 | CHEVRON CORP NEW | 149,031 | 17,540,000 | 1.86% | ||
| 8 | WELLS FARGO & CO NEW | 297,037 | 16,370,000 | 1.74% | ||
| 9 | EXXON MOBIL CORP | 174,515 | 15,752,000 | 1.67% | ||
| 10 | 3M CO | 87,045 | 15,544,000 | 1.65% | ||
| 11 | AMAZON COM INC | 18,130 | 13,595,000 | 1.44% | ||
| 12 | SPDR S&P MIDCAP 400 ETF TR | 42,452 | 12,809,000 | 1.36% | ||
| 13 | ISHARES TR | 56,351 | 12,678,000 | 1.35% | ||
| 14 | ISHARES TR | 90,192 | 12,162,000 | 1.29% | ||
| 15 | DISNEY WALT CO | 114,602 | 11,944,000 | 1.27% | ||
| 16 | POWERSHARES QQQ TRUST | 95,205 | 11,279,000 | 1.20% | ||
| 17 | ALPHABET INC | 14,250 | 10,999,000 | 1.17% | ||
| 18 | PEPSICO INC | 103,095 | 10,786,000 | 1.15% | ||
| 19 | PROCTER AND GAMBLE CO | 118,214 | 9,940,000 | 1.06% | ||
| 20 | BERKSHIRE HATHAWAY INC DEL | 58,473 | 9,530,000 | 1.01% | ||
| 21 | BOEING CO | 61,131 | 9,517,000 | 1.01% | ||
| 22 | PFIZER INC | 290,829 | 9,444,000 | 1.00% | ||
| 23 | INTEL CORP | 241,162 | 8,747,000 | 0.93% | ||
| 24 | VANGUARD INDEX FDS | 42,257 | 8,676,000 | 0.92% | ||
| 25 | VISA INC | 108,806 | 8,489,000 | 0.90% | ||
| 26 | MERCK & CO INC | 143,720 | 8,459,000 | 0.90% | ||
| 27 | INTERNATIONAL BUSINESS MACHS | 50,622 | 8,403,000 | 0.89% | ||
| 28 | BERKSHIRE HATHAWAY INC DEL | 34 | 8,300,000 | 0.88% | ||
| 29 | AT&T INC | 194,950 | 8,289,000 | 0.88% | ||
| 30 | ISHARES INC | 191,152 | 8,115,000 | 0.86% | ||
| 31 | MONDELEZ INTL INC | 180,380 | 7,995,000 | 0.85% | ||
| 32 | MCDONALDS CORP | 64,410 | 7,839,000 | 0.83% | ||
| 33 | VERIZON COMMUNICATIONS INC | 138,364 | 7,386,000 | 0.78% | ||
| 34 | ISHARES TR | 137,369 | 7,367,000 | 0.78% | ||
| 35 | ISHARES TR | 40,151 | 7,181,000 | 0.76% | ||
| 36 | BRISTOL MYERS SQUIBB CO | 122,652 | 7,167,000 | 0.76% | ||
| 37 | VANGUARD INDEX FDS | 54,270 | 7,144,000 | 0.76% | ||
| 38 | VANGUARD INDEX FDS | 54,552 | 7,035,000 | 0.75% | ||
| 39 | GILEAD SCIENCES INC | 93,850 | 6,720,000 | 0.71% | ||
| 40 | ISHARES TR | 189,964 | 6,648,000 | 0.71% | ||
| 41 | STARBUCKS CORP | 119,302 | 6,623,000 | 0.70% | ||
| 42 | SPDR DOW JONES INDL AVRG ETF | 31,231 | 6,168,000 | 0.65% | ||
| 43 | ISHARES RUSSELL 2000 GROWTH ETF | 39,448 | 6,073,000 | 0.64% | ||
| 44 | CISCO SYS INC | 198,181 | 5,987,000 | 0.64% | ||
| 45 | COCA COLA CO | 142,920 | 5,924,000 | 0.63% | ||
| 46 | ALPHABET INC | 7,377 | 5,846,000 | 0.62% | ||
| 47 | PHILIP MORRIS INTL INC | 62,112 | 5,683,000 | 0.60% | ||
| 48 | ORACLE CORP | 147,132 | 5,657,000 | 0.60% | ||
| 49 | VANGUARD TAX-MANAGED FDS | 153,707 | 5,616,000 | 0.60% | ||
| 50 | ABBOTT LABS | 145,935 | 5,604,000 | 0.59% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001387131-17-000235, filed 2017.01.19).
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.
