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Institutional Investment Manager
Aperio Group, LLC
Aperio Group, LLC (CIK: 0001364615) incorporated in California, located at Three Harbor Drive, Sausalito, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 2,113 holdings with a total value of $13,069,002,000.
#
Name
Shares
Value ($)
%
Options
Notes
2101 UNITEDHEALTH GROUP INC 654,722 104,782,000 0.80%
2102 GENERAL ELECTRIC CO 3,407,585 107,680,000 0.82%
2103 INTERNATIONAL BUSINESS MACHS 708,098 117,537,000 0.90%
2104 AMAZON COM INC 167,796 125,825,000 0.96%
2105 PROCTER AND GAMBLE CO 1,509,512 126,920,000 0.97%
2106 JPMORGAN CHASE & CO 1,525,418 131,629,000 1.01%
2107 BERKSHIRE HATHAWAY INC DEL 812,793 132,469,000 1.01%
2108 AT&T INC 3,202,449 136,200,000 1.04%
2109 EXXON MOBIL CORP 1,656,419 149,508,000 1.14%
2110 ALPHABET INC 201,568 159,732,000 1.22%
2111 JOHNSON & JOHNSON 1,823,771 210,117,000 1.61%
2112 MICROSOFT CORP 3,596,030 223,457,000 1.71%
2113 APPLE INC 2,516,111 291,416,000 2.23%
Page 43 of 43

Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001364615-19-000013, filed 2019.04.22).

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.