| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SJW GROUP | 1,876,138 | 57,579,000 | 5.15% | ||
| 2 | EXXON MOBIL CORP | 458,136 | 36,764,000 | 3.29% | ||
| 3 | SPDR S&P 500 ETF TR | 132,987 | 26,303,000 | 2.35% | ||
| 4 | APPLE INC | 189,393 | 23,755,000 | 2.12% | ||
| 5 | JOHNSON & JOHNSON | 229,327 | 22,350,000 | 2.00% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 395,312 | 21,339,000 | 1.91% | ||
| 7 | GENERAL ELECTRIC CO | 741,208 | 19,694,000 | 1.76% | ||
| 8 | NIKE INC | 186,577 | 19,378,000 | 1.73% | ||
| 9 | CHEVRON CORP NEW | 199,836 | 19,278,000 | 1.72% | ||
| 10 | WELLS FARGO & CO NEW | 300,576 | 16,904,000 | 1.51% | ||
| 11 | BERKSHIRE HATHAWAY B | 123,088 | 16,754,000 | 1.50% | ||
| 12 | MICROSOFT CORP | 368,654 | 16,276,000 | 1.46% | ||
| 13 | DISNEY WALT CO | 142,572 | 16,273,000 | 1.45% | ||
| 14 | GILEAD SCIENCES INC | 133,993 | 15,688,000 | 1.40% | ||
| 15 | SPDR S&P MIDCAP 400 ETF TR | 53,899 | 14,725,000 | 1.32% | ||
| 16 | PROCTER AND GAMBLE CO | 174,240 | 13,633,000 | 1.22% | ||
| 17 | PEPSICO INC | 144,457 | 13,484,000 | 1.21% | ||
| 18 | ABBOTT LABS | 272,321 | 13,366,000 | 1.20% | ||
| 19 | CVS HEALTH CORP | 122,004 | 12,796,000 | 1.14% | ||
| 20 | Accenture Plc | 127,739 | 12,363,000 | 1.11% | ||
| 21 | WILLIAMS COS INC DEL | 210,703 | 12,092,000 | 1.08% | ||
| 22 | VERIZON COMMUNICATIONS INC | 254,469 | 11,861,000 | 1.06% | ||
| 23 | JPMORGAN CHASE & CO | 171,611 | 11,628,000 | 1.04% | ||
| 24 | BOEING CO | 83,511 | 11,585,000 | 1.04% | ||
| 25 | UNION PAC CORP | 121,124 | 11,552,000 | 1.03% | ||
| 26 | INTEL CORP | 379,112 | 11,531,000 | 1.03% | ||
| 27 | STRYKER CORP | 118,388 | 11,314,000 | 1.01% | ||
| 28 | CUMMINS INC | 85,767 | 11,252,000 | 1.01% | ||
| 29 | ISHARES TR | 174,588 | 11,085,000 | 0.99% | ||
| 30 | QUALCOMM INC | 176,248 | 11,038,000 | 0.99% | ||
| 31 | BLACKROCK INC | 31,152 | 10,778,000 | 0.96% | ||
| 32 | SCHWAB CHARLES CORP | 328,818 | 10,736,000 | 0.96% | ||
| 33 | HOME DEPOT INC | 96,558 | 10,730,000 | 0.96% | ||
| 34 | PFIZER INC | 319,496 | 10,713,000 | 0.96% | ||
| 35 | CERNER CORP | 150,017 | 10,360,000 | 0.93% | ||
| 36 | Merck & Co., Inc. | 170,967 | 9,733,000 | 0.87% | ||
| 37 | ISHARES TR | 77,219 | 9,642,000 | 0.86% | ||
| 38 | TARGET CORP | 118,093 | 9,640,000 | 0.86% | ||
| 39 | CELGENE CORP | 82,850 | 9,589,000 | 0.86% | ||
| 40 | 3M CO | 61,161 | 9,437,000 | 0.84% | ||
| 41 | EMC | 347,927 | 9,182,000 | 0.82% | ||
| 42 | COLGATE PALMOLIVE CO | 136,523 | 8,930,000 | 0.80% | ||
| 43 | CONOCOPHILLIPS | 145,233 | 8,919,000 | 0.80% | ||
| 44 | MONDELEZ INTL INC | 213,666 | 8,790,000 | 0.79% | ||
| 45 | ISHARES TR | 74,481 | 8,780,000 | 0.79% | ||
| 46 | WISDOMTREE TR | 197,022 | 8,549,000 | 0.76% | ||
| 47 | INTUIT | 84,766 | 8,542,000 | 0.76% | ||
| 48 | VANGUARD SPECIALIZED FUNDS | 108,668 | 8,539,000 | 0.76% | ||
| 49 | COSTCO WHSL CORP NEW | 62,241 | 8,406,000 | 0.75% | ||
| 50 | LOWES COS INC | 125,368 | 8,396,000 | 0.75% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323119-15-000004, filed 2015.08.14).
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.
