| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES GOLD TRUST ISHARES ETF | 2,456,547 | 29,184,000 | 14.30% | ||
| 2 | VERIZON COMMUNICATIONS INC | 400,075 | 21,636,000 | 10.60% | ||
| 3 | CHEVRON CORP NEW | 183,782 | 17,533,000 | 8.59% | ||
| 4 | VANGUARD INDEX FDS | 153,325 | 16,321,000 | 8.00% | ||
| 5 | CATERPILLAR INC | 141,622 | 10,840,000 | 5.31% | ||
| 6 | MCDONALDS CORP | 66,584 | 8,368,000 | 4.10% | ||
| 7 | AT&T INC | 202,113 | 7,917,000 | 3.88% | ||
| 8 | GENERAL ELECTRIC CO | 222,495 | 7,073,000 | 3.46% | ||
| 9 | VANGUARD INDEX FDS | 74,760 | 6,159,000 | 3.02% | ||
| 10 | VANGUARD WORLD FD | 44,623 | 4,798,000 | 2.35% | ||
| 11 | EXXON MOBIL CORP | 56,732 | 4,742,000 | 2.32% | ||
| 12 | INTERNATIONAL BUSINESS MACHS | 30,878 | 4,676,000 | 2.29% | ||
| 13 | VANGUARD INDEX FDS | 34,068 | 3,471,000 | 1.70% | ||
| 14 | VANGUARD INDEX FDS | 38,628 | 3,237,000 | 1.59% | ||
| 15 | PFIZER INC | 76,499 | 2,267,000 | 1.11% | ||
| 16 | VANGUARD INTL EQUITY INDEX F | 65,095 | 2,251,000 | 1.10% | ||
| 17 | EMPIRE DIST ELEC CO | 50,948 | 1,684,000 | 0.82% | ||
| 18 | DISNEY WALT CO | 15,069 | 1,496,000 | 0.73% | ||
| 19 | SOUTHERN CO | 28,186 | 1,458,000 | 0.71% | ||
| 20 | ISHARES TR | 12,168 | 1,410,000 | 0.69% | ||
| 21 | DUKE ENERGY CORP NEW | 16,752 | 1,352,000 | 0.66% | ||
| 22 | ISHARES TR | 13,512 | 1,348,000 | 0.66% | ||
| 23 | SIMON PROPERTY GROUP | 8,074 | 1,345,000 | 0.66% | ||
| 24 | SPDR GOLD TR | 11,098 | 1,306,000 | 0.64% | ||
| 25 | CONSOLIDATED EDISON INC | 15,905 | 1,219,000 | 0.60% | ||
| 26 | PUBLIC STORAGE | 4,367 | 1,205,000 | 0.59% | ||
| 27 | AVISTA CORP COM | 29,192 | 1,190,000 | 0.58% | ||
| 28 | HAWAIIAN ELEC INDUSTRIES COM | 36,339 | 1,177,000 | 0.58% | ||
| 29 | NORTHWEST NAT GAS CO | 21,618 | 1,164,000 | 0.57% | ||
| 30 | AMERICAN ELEC P | 17,008 | 1,129,000 | 0.55% | ||
| 31 | PINNACLE WEST | 14,985 | 1,125,000 | 0.55% | ||
| 32 | ALLIANT ENERGY CORP | 15,056 | 1,118,000 | 0.55% | ||
| 33 | GREAT PLAINS ENERGY INC | 34,385 | 1,109,000 | 0.54% | ||
| 34 | WESTAR ENERGY | 22,330 | 1,108,000 | 0.54% | ||
| 35 | AMEREN CORP | 21,780 | 1,091,000 | 0.53% | ||
| 36 | ALLETE INC COM NEW | 19,420 | 1,089,000 | 0.53% | ||
| 37 | PG&E CORP | 16,468 | 983,000 | 0.48% | ||
| 38 | WEC ENERGY GROUP INC | 16,187 | 972,000 | 0.48% | ||
| 39 | SPDR S&P 500 ETF TR | 4,688 | 963,000 | 0.47% | ||
| 40 | EVERSOURCE ENERGY | 16,408 | 957,000 | 0.47% | ||
| 41 | ISHARES TR | 10,640 | 957,000 | 0.47% | ||
| 42 | CALIFORNIA WTR SVC GROUP | 35,393 | 946,000 | 0.46% | ||
| 43 | BERKSHIRE HATHAWAY INC DEL | 6,620 | 939,000 | 0.46% | ||
| 44 | NEW JERSEY RES CORP | 25,571 | 932,000 | 0.46% | ||
| 45 | VANGUARD TAX-MANAGED FDS | 24,845 | 891,000 | 0.44% | ||
| 46 | EL PASO ELECTRIC CO NEW | 19,325 | 887,000 | 0.43% | ||
| 47 | PNM RES INC | 25,854 | 872,000 | 0.43% | ||
| 48 | IDACORP INC | 11,046 | 824,000 | 0.40% | ||
| 49 | EQUITY RESIDENT | 10,944 | 821,000 | 0.40% | ||
| 50 | ISHARES TR | 7,110 | 806,000 | 0.39% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003695, filed 2016.05.12).
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.
