| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FORD MTR CO DEL | 11,751 | 148,000 | 0.12% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 1,388 | 201,000 | 0.16% | ||
| 3 | MOODYS CORP | 2,189 | 205,000 | 0.17% | ||
| 4 | ISHARES TR | 1,431 | 212,000 | 0.17% | ||
| 5 | CISCO SYS INC | 7,406 | 212,000 | 0.17% | ||
| 6 | DEERE & CO | 2,695 | 218,000 | 0.18% | ||
| 7 | MASTERCARD INCORPORATED | 2,500 | 220,000 | 0.18% | ||
| 8 | MCDONALDS CORP | 1,830 | 220,000 | 0.18% | ||
| 9 | MERCK & CO INC | 3,822 | 220,000 | 0.18% | ||
| 10 | ISHARES MSCI EAFE SMALL CAP IDX FD | 4,685 | 226,000 | 0.18% | ||
| 11 | COMCAST CORP NEW | 3,562 | 232,000 | 0.19% | ||
| 12 | AMERICAN EXPRESS CO | 3,855 | 234,000 | 0.19% | ||
| 13 | DANAHER CORP DEL | 2,363 | 239,000 | 0.19% | ||
| 14 | PAYPAL HLDGS INC | 6,552 | 239,000 | 0.19% | ||
| 15 | ABBOTT LABS | 6,144 | 242,000 | 0.20% | ||
| 16 | PRUDENTIAL FINL INC | 3,410 | 243,000 | 0.20% | ||
| 17 | PROLOGIS INC | 5,003 | 245,000 | 0.20% | ||
| 18 | VANGUARD INDEX FDS | 2,871 | 255,000 | 0.21% | ||
| 19 | VISA INC | 3,488 | 259,000 | 0.21% | ||
| 20 | BANK AMER CORP | 19,914 | 264,000 | 0.22% | ||
| 21 | UNITEDHEALTH GROUP INC | 1,912 | 270,000 | 0.22% | ||
| 22 | HONEYWELL INTL INC | 2,340 | 272,000 | 0.22% | ||
| 23 | INTERNATIONAL BUSINESS MACHS | 1,813 | 275,000 | 0.22% | ||
| 24 | 3M CO | 1,571 | 275,000 | 0.22% | ||
| 25 | DUKE ENERGY CORP NEW | 3,247 | 279,000 | 0.23% | ||
| 26 | NIKE INC | 5,120 | 283,000 | 0.23% | ||
| 27 | INTEL CORP | 8,825 | 289,000 | 0.24% | ||
| 28 | BROADRIDGE FINL SOLUTIONS IN | 4,476 | 292,000 | 0.24% | ||
| 29 | BP PLC | 8,299 | 295,000 | 0.24% | ||
| 30 | AMGEN INC | 1,945 | 296,000 | 0.24% | ||
| 31 | COMERICA INC | 7,656 | 315,000 | 0.26% | ||
| 32 | GILEAD SCIENCES INC | 3,790 | 316,000 | 0.26% | ||
| 33 | MICROSTRATEGY INC CL A NEW | 1,821 | 319,000 | 0.26% | ||
| 34 | INTUIT | 2,855 | 319,000 | 0.26% | ||
| 35 | JPMORGAN CHASE & CO | 5,145 | 320,000 | 0.26% | ||
| 36 | DISNEY WALT CO | 3,298 | 323,000 | 0.26% | ||
| 37 | ISHARES TR | 5,937 | 325,000 | 0.26% | ||
| 38 | KIMBERLY CLARK CORP | 2,385 | 328,000 | 0.27% | ||
| 39 | PROCTER AND GAMBLE CO | 4,085 | 346,000 | 0.28% | ||
| 40 | ISHARES RUSSELL 2000 VALUE ETF | 3,563 | 347,000 | 0.28% | ||
| 41 | COSTCO WHSL CORP NEW | 2,213 | 348,000 | 0.28% | ||
| 42 | JUNIPER NETWORKS | 15,523 | 349,000 | 0.28% | ||
| 43 | ORACLE CORP | 8,521 | 349,000 | 0.28% | ||
| 44 | ANTHEM INC | 2,683 | 352,000 | 0.29% | ||
| 45 | MARRIOTT INTL INC NEW | 5,329 | 354,000 | 0.29% | ||
| 46 | LEGGETT &PLATT INC | 6,937 | 355,000 | 0.29% | ||
| 47 | ADOBE INC | 3,728 | 357,000 | 0.29% | ||
| 48 | ABBVIE INC | 5,926 | 367,000 | 0.30% | ||
| 49 | BRISTOL MYERS SQUIBB CO | 5,148 | 379,000 | 0.31% | ||
| 50 | SCHWAB U.S. REIT ETF | 8,808 | 383,000 | 0.31% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001388443-16-000007, filed 2016.08.05).
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.
