| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ALPHABET INC | 2,155 | 1,707,000 | 0.40% | ||
| 52 | DISNEY WALT CO | 16,193 | 1,688,000 | 0.40% | ||
| 53 | TORCHMARK CORP COM | 22,463 | 1,657,000 | 0.39% | ||
| 54 | SCHWAB US DIVIDEND EQUITY ETF | 38,013 | 1,656,000 | 0.39% | ||
| 55 | JOHNSON & JOHNSON | 13,946 | 1,607,000 | 0.38% | ||
| 56 | ISHARES TR | 14,845 | 1,606,000 | 0.38% | ||
| 57 | VANGUARD TAX-MANAGED FDS | 43,790 | 1,600,000 | 0.38% | ||
| 58 | BOSTON BEER INC | 8,870 | 1,507,000 | 0.36% | ||
| 59 | PHILIP MORRIS INTL INC | 15,591 | 1,426,000 | 0.34% | ||
| 60 | SCHWAB EMERGING MARKETS EQUITY ETF | 65,842 | 1,420,000 | 0.34% | ||
| 61 | FEDEX CORP | 7,604 | 1,416,000 | 0.34% | ||
| 62 | DENTSPLY SIRONA INC | 24,294 | 1,402,000 | 0.33% | ||
| 63 | LILLY ELI & CO | 18,137 | 1,334,000 | 0.32% | ||
| 64 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 14,645 | 1,268,000 | 0.30% | ||
| 65 | MICROSOFT CORP | 19,782 | 1,230,000 | 0.29% | ||
| 66 | SCHWAB U.S. REIT ETF | 27,997 | 1,149,000 | 0.27% | ||
| 67 | STRYKER CORP | 9,373 | 1,123,000 | 0.27% | ||
| 68 | SCHWAB US TIPS ETF | 20,012 | 1,097,000 | 0.26% | ||
| 69 | PRICELINE GRP INC | 744 | 1,091,000 | 0.26% | ||
| 70 | EBAY INC | 36,000 | 1,069,000 | 0.25% | ||
| 71 | PFIZER INC | 32,297 | 1,049,000 | 0.25% | ||
| 72 | ANTHEM INC | 7,168 | 1,030,000 | 0.24% | ||
| 73 | PERRIGO CO PLC | 12,158 | 1,012,000 | 0.24% | ||
| 74 | AUTOMATIC DATA PROCESSING IN | 9,705 | 997,000 | 0.24% | ||
| 75 | GILEAD SCIENCES INC | 13,799 | 988,000 | 0.23% | ||
| 76 | FACEBOOK INC | 8,163 | 939,000 | 0.22% | ||
| 77 | VANGUARD SCOTTSDALE FDS | 11,762 | 934,000 | 0.22% | ||
| 78 | VANGUARD INDEX FDS | 6,991 | 920,000 | 0.22% | ||
| 79 | MCDONALDS CORP | 7,542 | 918,000 | 0.22% | ||
| 80 | ALTRIA GROUP INC | 13,391 | 905,000 | 0.21% | ||
| 81 | BAXTER INTL INC | 19,308 | 856,000 | 0.20% | ||
| 82 | ICON PLC | 11,362 | 854,000 | 0.20% | ||
| 83 | ISHARES TR | 9,288 | 823,000 | 0.19% | ||
| 84 | ISHARES TR | 8,963 | 738,000 | 0.17% | ||
| 85 | INTEL CORP | 20,340 | 737,000 | 0.17% | ||
| 86 | ISHARES TR | 3,975 | 724,000 | 0.17% | ||
| 87 | PROCTER AND GAMBLE CO | 8,361 | 703,000 | 0.17% | ||
| 88 | HESS CORP | 11,244 | 700,000 | 0.17% | ||
| 89 | CISCO SYS INC | 22,092 | 668,000 | 0.16% | ||
| 90 | PEOPLES UNITED FINANCIAL INC | 33,046 | 640,000 | 0.15% | ||
| 91 | VANGUARD INDEX FDS | 4,810 | 621,000 | 0.15% | ||
| 92 | MERCK & CO INC | 10,446 | 614,000 | 0.15% | ||
| 93 | COCA COLA CO | 14,346 | 594,000 | 0.14% | ||
| 94 | ISHARES TR | 15,379 | 538,000 | 0.13% | ||
| 95 | PAYPAL HLDGS INC | 12,446 | 491,000 | 0.12% | ||
| 96 | VANGUARD SCOTTSDALE FDS | 5,709 | 489,000 | 0.12% | ||
| 97 | NEXTERA ENERGY INC | 4,071 | 486,000 | 0.11% | ||
| 98 | ISHARES TR | 4,280 | 449,000 | 0.11% | ||
| 99 | CME GROUP INC | 3,857 | 445,000 | 0.11% | ||
| 100 | BLACKROCK INC | 1,157 | 440,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001352675-17-000001, filed 2017.02.10).
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.
