| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXXON MOBIL CORP | 499,119 | 43,442,000 | 3.84% | ||
| 2 | SPDR S&P 500 ETF TR | 124,518 | 26,833,000 | 2.37% | ||
| 3 | CHEVRON CORP NEW | 227,533 | 26,781,000 | 2.37% | ||
| 4 | JOHNSON & JOHNSON | 213,995 | 24,654,000 | 2.18% | ||
| 5 | MICROSOFT CORP | 389,897 | 24,228,000 | 2.14% | ||
| 6 | APPLE INC | 203,668 | 23,589,000 | 2.09% | ||
| 7 | GENERAL ELECTRIC CO | 740,737 | 23,407,000 | 2.07% | ||
| 8 | BERKSHIRE HATHAWAY B | 126,880 | 20,679,000 | 1.83% | ||
| 9 | NIKE INC | 300,696 | 20,621,000 | 1.83% | ||
| 10 | DISNEY WALT CO | 179,275 | 18,684,000 | 1.65% | ||
| 11 | JPMORGAN CHASE & CO | 212,358 | 18,324,000 | 1.62% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 377,919 | 18,117,000 | 1.60% | ||
| 13 | SCHWAB CHARLES CORP | 418,653 | 16,524,000 | 1.46% | ||
| 14 | PROCTER AND GAMBLE CO | 193,205 | 16,245,000 | 1.44% | ||
| 15 | SPDR S&P MIDCAP 400 ETF TR | 52,537 | 15,852,000 | 1.40% | ||
| 16 | PEPSICO INC | 150,951 | 15,794,000 | 1.40% | ||
| 17 | ISHARES TR | 111,407 | 15,053,000 | 1.33% | ||
| 18 | STRYKER CORP | 123,429 | 14,788,000 | 1.31% | ||
| 19 | Accenture Plc | 125,410 | 14,689,000 | 1.30% | ||
| 20 | WELLS FARGO & CO NEW | 257,794 | 14,207,000 | 1.26% | ||
| 21 | COSTCO WHSL CORP NEW | 87,411 | 13,995,000 | 1.24% | ||
| 22 | BOEING CO | 89,852 | 13,988,000 | 1.24% | ||
| 23 | VERIZON COMMUNICATIONS INC | 258,776 | 13,813,000 | 1.22% | ||
| 24 | INTEL CORP | 379,655 | 13,770,000 | 1.22% | ||
| 25 | HOME DEPOT INC | 96,345 | 12,918,000 | 1.14% | ||
| 26 | BLACKROCK INC | 32,623 | 12,414,000 | 1.10% | ||
| 27 | SCHLUMBERGER LTD | 146,827 | 12,326,000 | 1.09% | ||
| 28 | Chubb Corporation | 84,871 | 11,213,000 | 0.99% | ||
| 29 | 3M CO | 62,736 | 11,203,000 | 0.99% | ||
| 30 | UNION PAC CORP | 107,293 | 11,124,000 | 0.98% | ||
| 31 | MONDELEZ INTL INC | 241,008 | 10,684,000 | 0.95% | ||
| 32 | VANGUARD INDEX FDS | 129,303 | 10,671,000 | 0.94% | ||
| 33 | UNITEDHEALTH GROUP INC | 66,499 | 10,642,000 | 0.94% | ||
| 34 | Merck & Co., Inc. | 178,168 | 10,489,000 | 0.93% | ||
| 35 | TIME WARNER INC | 107,706 | 10,397,000 | 0.92% | ||
| 36 | AMAZON COM INC | 13,822 | 10,365,000 | 0.92% | ||
| 37 | ISHARES TR | 178,025 | 10,277,000 | 0.91% | ||
| 38 | ISHARES TR | 75,464 | 10,176,000 | 0.90% | ||
| 39 | ABBOTT LABS | 261,875 | 10,059,000 | 0.89% | ||
| 40 | VANGUARD SPECIALIZED FUNDS | 116,626 | 10,004,000 | 0.89% | ||
| 41 | TARGET CORP | 137,692 | 9,945,000 | 0.88% | ||
| 42 | CELGENE CORP | 85,849 | 9,937,000 | 0.88% | ||
| 43 | ALPHABET INC | 11,704 | 9,275,000 | 0.82% | ||
| 44 | VANGUARD INTL EQUITY INDEX F | 248,463 | 8,890,000 | 0.79% | ||
| 45 | INTUIT | 75,274 | 8,627,000 | 0.76% | ||
| 46 | UNITED PARCEL SERVICE INC | 75,194 | 8,620,000 | 0.76% | ||
| 47 | VANGUARD TAX-MANAGED FDS | 234,588 | 8,572,000 | 0.76% | ||
| 48 | COLGATE PALMOLIVE CO | 128,123 | 8,384,000 | 0.74% | ||
| 49 | LOWES COS INC | 117,081 | 8,327,000 | 0.74% | ||
| 50 | CISCO SYS INC | 262,769 | 7,941,000 | 0.70% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323119-17-000001, filed 2017.02.16).
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.
