| # | % | |||||
|---|---|---|---|---|---|---|
| 551 | ISHARES TR | 82,317 | 11,414,000 | 0.50% | ||
| 552 | EPR PPTYS | 167,754 | 12,352,000 | 0.54% | ||
| 553 | VANGUARD INDEX FDS | 89,205 | 12,421,000 | 0.54% | ||
| 554 | ISHARES TR | 136,486 | 12,434,000 | 0.54% | ||
| 555 | ISHARES | 235,268 | 12,587,000 | 0.55% | ||
| 556 | BERKSHIRE HATHAWAY INC DEL | 79,212 | 13,204,000 | 0.58% | ||
| 557 | GENERAL ELECTRIC CO | 448,982 | 13,379,000 | 0.58% | ||
| 558 | VANGUARD INDEX FDS | 110,809 | 13,444,000 | 0.59% | ||
| 559 | MICROSOFT CORP | 229,731 | 15,129,000 | 0.66% | ||
| 560 | JPMORGAN CHASE & CO | 179,232 | 15,744,000 | 0.69% | ||
| 561 | ISHARES TR | 84,283 | 15,776,000 | 0.69% | ||
| 562 | JOHNSON & JOHNSON | 131,809 | 16,416,000 | 0.71% | ||
| 563 | ISHARES TR | 155,145 | 17,832,000 | 0.78% | ||
| 564 | ISHARES TR | 186,986 | 19,452,000 | 0.85% | ||
| 565 | ISHARES TR | 115,432 | 19,765,000 | 0.86% | ||
| 566 | ISHARES TR | 144,985 | 19,933,000 | 0.87% | ||
| 567 | ISHARES TR | 157,835 | 20,758,000 | 0.90% | ||
| 568 | EXXON MOBIL CORP | 261,493 | 21,446,000 | 0.93% | ||
| 569 | UNITED PARCEL SERVICE INC | 203,268 | 21,811,000 | 0.95% | ||
| 570 | MPLX LP | 627,273 | 22,632,000 | 0.99% | ||
| 571 | JPMORGAN CHASE & CO | 713,619 | 23,050,000 | 1.00% | ||
| 572 | ISHARES MSCI ACWI EX US IDX FD | 535,529 | 23,360,000 | 1.02% | ||
| 573 | WILLIAMS COS INC DEL | 819,801 | 24,258,000 | 1.06% | ||
| 574 | VANGUARD SPECIALIZED FUNDS | 293,733 | 26,419,000 | 1.15% | ||
| 575 | ISHARES TR | 676,005 | 26,627,000 | 1.16% | ||
| 576 | SPDR S&P 500 ETF TR | 113,024 | 26,644,000 | 1.16% | ||
| 577 | APPLE INC | 206,543 | 29,672,000 | 1.29% | ||
| 578 | ISHARES TR | 294,162 | 31,914,000 | 1.39% | ||
| 579 | ISHARES | 447,183 | 34,491,000 | 1.50% | ||
| 580 | Tortoise Egy Infrastruct | 1,069,465 | 37,314,000 | 1.63% | ||
| 581 | VANGUARD INDEX FDS | 312,266 | 37,990,000 | 1.65% | ||
| 582 | POWERSHARES ETF TRUST | 337,243 | 39,261,000 | 1.71% | ||
| 583 | ISHARES TR | 672,154 | 41,867,000 | 1.82% | ||
| 584 | VANGUARD INDEX FDS | 448,068 | 42,733,000 | 1.86% | ||
| 585 | BAIDU INC | 258,492 | 44,595,000 | 1.94% | ||
| 586 | VANGUARD INDEX FDS | 698,787 | 57,712,000 | 2.51% | ||
| 587 | VANGUARD TAX-MANAGED FDS | 1,917,924 | 75,373,000 | 3.28% | ||
| 588 | PROCTER AND GAMBLE CO | 868,984 | 78,077,000 | 3.40% | ||
| 589 | ISHARES TR | 2,246,673 | 107,211,000 | 4.67% | ||
| 590 | ISHARES TR | 873,052 | 207,150,000 | 9.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-17-002985, filed 2017.05.15).
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.
