| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES GOLD TRUST ISHARES ETF | 2,597,065 | 27,996,000 | 15.59% | ||
| 2 | VERIZON COMMUNICATIONS INC | 417,677 | 18,173,000 | 10.12% | ||
| 3 | VANGUARD INDEX FDS | 148,133 | 14,856,000 | 8.27% | ||
| 4 | AT&T INC | 391,453 | 12,754,000 | 7.10% | ||
| 5 | CHEVRON CORP NEW | 143,149 | 11,292,000 | 6.29% | ||
| 6 | MCDONALDS CORP | 96,994 | 9,557,000 | 5.32% | ||
| 7 | GENERAL ELECTRIC CO | 280,145 | 7,065,000 | 3.93% | ||
| 8 | PFIZER INC | 220,744 | 6,934,000 | 3.86% | ||
| 9 | VANGUARD INDEX FDS | 73,495 | 5,641,000 | 3.14% | ||
| 10 | VANGUARD WORLD FD | 45,577 | 4,240,000 | 2.36% | ||
| 11 | CATERPILLAR INC | 55,050 | 3,598,000 | 2.00% | ||
| 12 | EXXON MOBIL CORP | 44,191 | 3,286,000 | 1.83% | ||
| 13 | VANGUARD INDEX FDS | 32,669 | 3,164,000 | 1.76% | ||
| 14 | VANGUARD INDEX FDS | 39,315 | 2,970,000 | 1.65% | ||
| 15 | INTEL CORP | 58,131 | 1,752,000 | 0.98% | ||
| 16 | TJX COMPANIES INC | 61,694 | 1,620,000 | 0.90% | ||
| 17 | NATIONAL GRID PLC | 22,399 | 1,560,000 | 0.87% | ||
| 18 | SOUTHERN CO | 33,286 | 1,488,000 | 0.83% | ||
| 19 | ISHARES TR | 12,855 | 1,386,000 | 0.77% | ||
| 20 | UIL HLDGS CP | 26,835 | 1,349,000 | 0.75% | ||
| 21 | DUKE ENERGY CORP NEW | 18,503 | 1,331,000 | 0.74% | ||
| 22 | ISHARES TR | 14,254 | 1,326,000 | 0.74% | ||
| 23 | SPDR GOLD TR | 12,338 | 1,318,000 | 0.73% | ||
| 24 | CONSOLIDATED EDISON INC | 19,658 | 1,314,000 | 0.73% | ||
| 25 | XCEL ENERGY INC | 35,873 | 1,270,000 | 0.71% | ||
| 26 | AMERICAN ELEC P | 21,547 | 1,225,000 | 0.68% | ||
| 27 | PG&E CORP | 22,136 | 1,169,000 | 0.65% | ||
| 28 | HAWAIIAN ELEC INDUSTRIES COM | 39,615 | 1,137,000 | 0.63% | ||
| 29 | SIMON PROPERTY GROUP | 6,809 | 1,066,000 | 0.59% | ||
| 30 | PINNACLE WEST | 16,268 | 1,043,000 | 0.58% | ||
| 31 | PIEDMONT NATURAL GAS | 26,007 | 1,042,000 | 0.58% | ||
| 32 | SCANA | 18,457 | 1,038,000 | 0.58% | ||
| 33 | NORTHWEST NAT GAS CO | 22,026 | 1,010,000 | 0.56% | ||
| 34 | EMPIRE DIST ELEC CO | 44,512 | 981,000 | 0.55% | ||
| 35 | CMS ENERGY CORP | 27,319 | 965,000 | 0.54% | ||
| 36 | ALLETE INC COM NEW | 18,779 | 948,000 | 0.53% | ||
| 37 | WESTAR ENERGY | 24,487 | 941,000 | 0.52% | ||
| 38 | ENTERGY CORP NEW | 14,223 | 926,000 | 0.52% | ||
| 39 | VANGUARD TAX-MANAGED FDS | 23,930 | 853,000 | 0.47% | ||
| 40 | ALLIANT ENERGY CORP | 14,174 | 829,000 | 0.46% | ||
| 41 | VECTREN CORP | 19,634 | 825,000 | 0.46% | ||
| 42 | ISHARES TR | 7,260 | 761,000 | 0.42% | ||
| 43 | PUBLIC STORAGE | 3,573 | 756,000 | 0.42% | ||
| 44 | ISHARES TR | 10,455 | 729,000 | 0.41% | ||
| 45 | VANGUARD INTL EQUITY INDEX F | 21,683 | 717,000 | 0.40% | ||
| 46 | ISHARES TR | 8,290 | 697,000 | 0.39% | ||
| 47 | EQUITY RESIDENT | 8,973 | 674,000 | 0.38% | ||
| 48 | ISHARES TR | 5,670 | 628,000 | 0.35% | ||
| 49 | VANGUARD INDEX FDS | 6,222 | 614,000 | 0.34% | ||
| 50 | VANGUARD BD INDEX FDS | 7,350 | 591,000 | 0.33% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-002289, filed 2015.11.12).
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.
