| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | CHEVRON CORP NEW | 35,728 | 3,836,000 | 0.33% | ||
| 52 | WELLS FARGO & CO NEW | 68,725 | 3,826,000 | 0.33% | ||
| 53 | VERIZON COMMUNICATIONS INC | 77,415 | 3,774,000 | 0.32% | ||
| 54 | UNION PAC CORP | 34,573 | 3,662,000 | 0.31% | ||
| 55 | UBS AG | 178,313 | 3,622,000 | 0.31% | ||
| 56 | VANGUARD WORLD FD | 26,345 | 3,573,000 | 0.30% | ||
| 57 | RAYTHEON CO | 23,203 | 3,538,000 | 0.30% | ||
| 58 | SSGA ACTIVE ETF TR | 69,822 | 3,412,000 | 0.29% | ||
| 59 | COMCAST CORP NEW | 84,750 | 3,309,000 | 0.28% | ||
| 60 | TJX COS INC NEW | 41,782 | 3,304,000 | 0.28% | ||
| 61 | VANGUARD BD INDEX FDS | 40,750 | 3,249,000 | 0.28% | ||
| 62 | SELECT SECTOR SPDR TR | 102,784 | 3,248,000 | 0.28% | ||
| 63 | ISHARES TR | 228,982 | 3,103,000 | 0.26% | ||
| 64 | JPMORGAN CHASE & CO | 94,250 | 3,044,000 | 0.26% | ||
| 65 | SCHWAB EMERGING MARKETS EQUITY ETF | 125,913 | 3,018,000 | 0.26% | ||
| 66 | SCHWAB CHARLES CORP | 70,652 | 2,884,000 | 0.25% | ||
| 67 | HOME DEPOT INC | 19,289 | 2,832,000 | 0.24% | ||
| 68 | 3M CO | 14,533 | 2,780,000 | 0.24% | ||
| 69 | QUALCOMM INC | 48,442 | 2,777,000 | 0.24% | ||
| 70 | ISHARES TR | 55,858 | 2,666,000 | 0.23% | ||
| 71 | DANAHER CORP DEL | 30,961 | 2,648,000 | 0.23% | ||
| 72 | VANGUARD WORLD FDS | 21,485 | 2,555,000 | 0.22% | ||
| 73 | CVS HEALTH CORP | 32,054 | 2,516,000 | 0.21% | ||
| 74 | AT&T INC | 44,304 | 2,515,000 | 0.21% | ||
| 75 | MICROSOFT CORP | 37,897 | 2,496,000 | 0.21% | ||
| 76 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 174,583 | 2,449,000 | 0.21% | ||
| 77 | ISHARES RUSSELL 2000 VALUE ETF | 19,864 | 2,347,000 | 0.20% | ||
| 78 | VANGUARD INDEX FDS | 18,397 | 2,232,000 | 0.19% | ||
| 79 | VANGUARD WHITEHALL FDS | 26,880 | 2,087,000 | 0.18% | ||
| 80 | ABBOTT LABS | 45,853 | 2,036,000 | 0.17% | ||
| 81 | EXXON MOBIL CORP | 24,766 | 2,031,000 | 0.17% | ||
| 82 | BERKSHIRE HATHAWAY INC DEL | 8 | 1,999,000 | 0.17% | ||
| 83 | ISHARES TR | 17,557 | 1,998,000 | 0.17% | ||
| 84 | NEXTERA ENERGY INC | 15,389 | 1,975,000 | 0.17% | ||
| 85 | ENBRIDGE INC | 46,018 | 1,925,000 | 0.16% | ||
| 86 | CISCO SYS INC | 53,062 | 1,793,000 | 0.15% | ||
| 87 | INTEL CORP | 48,084 | 1,734,000 | 0.15% | ||
| 88 | SPDR INDEX SHS FDS | 30,406 | 1,695,000 | 0.14% | ||
| 89 | INTERNATIONAL BUSINESS MACHS | 9,809 | 1,693,000 | 0.14% | ||
| 90 | EOG RES INC | 17,283 | 1,686,000 | 0.14% | ||
| 91 | GENERAL ELECTRIC CO | 55,986 | 1,668,000 | 0.14% | ||
| 92 | SCHLUMBERGER LTD | 21,076 | 1,646,000 | 0.14% | ||
| 93 | ISHARES TR | 32,009 | 1,610,000 | 0.14% | ||
| 94 | ALLERGAN PLC | 6,642 | 1,587,000 | 0.14% | ||
| 95 | COSTCO WHSL CORP NEW | 9,406 | 1,577,000 | 0.13% | ||
| 96 | CELGENE CORP | 12,248 | 1,524,000 | 0.13% | ||
| 97 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 47,767 | 1,497,000 | 0.13% | ||
| 98 | MERCK & CO INC | 23,326 | 1,482,000 | 0.13% | ||
| 99 | RYDEX ETF TRUST | 13,870 | 1,448,000 | 0.12% | ||
| 100 | VANGUARD INDEX FDS | 13,039 | 1,409,000 | 0.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001057, 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.
