| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXXON MOBIL CORP | 489,030 | 44,105,000 | 4.09% | ||
| 2 | JOHNSON & JOHNSON | 217,562 | 26,390,000 | 2.45% | ||
| 3 | SPDR S&P 500 ETF TR | 127,244 | 25,744,000 | 2.39% | ||
| 4 | CHEVRON CORP NEW | 224,001 | 23,482,000 | 2.18% | ||
| 5 | GENERAL ELECTRIC CO | 745,698 | 23,475,000 | 2.18% | ||
| 6 | NIKE INC | 292,434 | 21,972,000 | 2.04% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 461,156 | 21,518,000 | 1.99% | ||
| 8 | MICROSOFT CORP | 386,462 | 19,775,000 | 1.83% | ||
| 9 | APPLE INC | 204,473 | 19,548,000 | 1.81% | ||
| 10 | BERKSHIRE HATHAWAY B | 125,373 | 18,153,000 | 1.68% | ||
| 11 | DISNEY WALT CO | 170,271 | 16,656,000 | 1.54% | ||
| 12 | PROCTER AND GAMBLE CO | 194,750 | 16,489,000 | 1.53% | ||
| 13 | PEPSICO INC | 151,328 | 16,032,000 | 1.49% | ||
| 14 | WELLS FARGO & CO NEW | 325,311 | 15,397,000 | 1.43% | ||
| 15 | VERIZON COMMUNICATIONS INC | 257,523 | 14,380,000 | 1.33% | ||
| 16 | Accenture Plc | 126,801 | 14,365,000 | 1.33% | ||
| 17 | STRYKER CORP | 117,932 | 14,132,000 | 1.31% | ||
| 18 | SPDR S&P MIDCAP 400 ETF TR | 50,581 | 13,770,000 | 1.28% | ||
| 19 | CVS HEALTH CORP | 136,641 | 13,082,000 | 1.21% | ||
| 20 | COSTCO WHSL CORP NEW | 80,708 | 12,674,000 | 1.17% | ||
| 21 | INTEL CORP | 383,525 | 12,580,000 | 1.17% | ||
| 22 | HOME DEPOT INC | 95,702 | 12,220,000 | 1.13% | ||
| 23 | ISHARES TR | 105,363 | 12,075,000 | 1.12% | ||
| 24 | BOEING CO | 91,675 | 11,906,000 | 1.10% | ||
| 25 | JPMORGAN CHASE & CO | 190,852 | 11,860,000 | 1.10% | ||
| 26 | BLACKROCK INC | 32,773 | 11,226,000 | 1.04% | ||
| 27 | ABBOTT LABS | 279,738 | 10,997,000 | 1.02% | ||
| 28 | 3M CO | 62,473 | 10,940,000 | 1.01% | ||
| 29 | MONDELEZ INTL INC | 231,575 | 10,539,000 | 0.98% | ||
| 30 | SCHWAB CHARLES CORP | 414,116 | 10,481,000 | 0.97% | ||
| 31 | BRISTOL MYERS SQUIBB CO | 141,900 | 10,437,000 | 0.97% | ||
| 32 | Chubb Corporation | 79,576 | 10,401,000 | 0.96% | ||
| 33 | ISHARES TR | 183,269 | 10,230,000 | 0.95% | ||
| 34 | Merck & Co., Inc. | 173,261 | 9,982,000 | 0.92% | ||
| 35 | SCHLUMBERGER LTD | 122,216 | 9,665,000 | 0.90% | ||
| 36 | CERNER CORP | 164,479 | 9,638,000 | 0.89% | ||
| 37 | LOWES COS INC | 120,624 | 9,550,000 | 0.88% | ||
| 38 | COLGATE PALMOLIVE CO | 130,153 | 9,527,000 | 0.88% | ||
| 39 | VANGUARD SPECIALIZED FUNDS | 107,983 | 8,989,000 | 0.83% | ||
| 40 | ORACLE CORP | 218,217 | 8,932,000 | 0.83% | ||
| 41 | AMAZON COM INC | 12,151 | 8,695,000 | 0.81% | ||
| 42 | TARGET CORP | 122,278 | 8,537,000 | 0.79% | ||
| 43 | INTUIT | 75,961 | 8,478,000 | 0.79% | ||
| 44 | UNITEDHEALTH GROUP INC | 59,884 | 8,456,000 | 0.78% | ||
| 45 | UNION PAC CORP | 96,460 | 8,416,000 | 0.78% | ||
| 46 | CELGENE CORP | 84,470 | 8,331,000 | 0.77% | ||
| 47 | ALPHABET INC | 11,694 | 8,227,000 | 0.76% | ||
| 48 | ISHARES TR | 71,134 | 8,179,000 | 0.76% | ||
| 49 | UNITED PARCEL SERVICE INC | 73,781 | 7,948,000 | 0.74% | ||
| 50 | VANGUARD INDEX FDS | 86,994 | 7,714,000 | 0.71% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323119-16-000008, filed 2016.08.16).
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.
