| # | % | |||||
|---|---|---|---|---|---|---|
| 801 | ALPHABET INC | 9,294 | 7,224,000 | 0.77% | ||
| 802 | AMAZON COM INC | 8,633 | 7,228,000 | 0.77% | ||
| 803 | CISCO SYS INC | 227,778 | 7,235,000 | 0.77% | ||
| 804 | BROOKFIELD ASSET MGMT INC | 217,148 | 7,683,000 | 0.82% | ||
| 805 | GENERAL ELECTRIC CO | 261,634 | 7,793,000 | 0.83% | ||
| 806 | DU PONT E I DE NEMOURS & CO | 122,589 | 8,243,000 | 0.88% | ||
| 807 | DIAGEO P L C | 72,450 | 8,407,000 | 0.90% | ||
| 808 | QUALCOMM INC | 124,905 | 8,565,000 | 0.92% | ||
| 809 | HOME DEPOT INC | 67,997 | 8,750,000 | 0.94% | ||
| 810 | JPMORGAN CHASE & CO | 137,937 | 9,222,000 | 0.99% | ||
| 811 | DANAHER CORP DEL | 118,365 | 9,284,000 | 0.99% | ||
| 812 | INTEL CORP | 252,007 | 9,513,000 | 1.02% | ||
| 813 | MCDONALDS CORP | 87,616 | 10,107,000 | 1.08% | ||
| 814 | PROCTER AND GAMBLE CO | 113,849 | 10,263,000 | 1.10% | ||
| 815 | DISNEY WALT CO | 113,324 | 10,528,000 | 1.13% | ||
| 816 | VANGUARD TAX-MANAGED FDS | 282,153 | 10,555,000 | 1.13% | ||
| 817 | PEPSICO INC | 100,063 | 10,929,000 | 1.17% | ||
| 818 | EXXON MOBIL CORP | 131,369 | 11,582,000 | 1.24% | ||
| 819 | VERIZON COMMUNICATIONS INC | 258,202 | 13,439,000 | 1.44% | ||
| 820 | JOHNSON & JOHNSON | 113,896 | 13,525,000 | 1.45% | ||
| 821 | MICROSOFT CORP | 277,037 | 16,003,000 | 1.71% | ||
| 822 | APPLE INC | 167,370 | 18,933,000 | 2.03% | ||
| 823 | ISHARES TR | 181,748 | 22,564,000 | 2.42% | ||
| 824 | ISHARES TR | 112,170 | 24,404,000 | 2.61% | ||
| 825 | VANGUARD SCOTTSDALE FDS | 390,780 | 31,753,000 | 3.40% | ||
| 826 | ISHARES TR | 252,200 | 39,018,000 | 4.18% | ||
| 827 | SPDR S&P 500 ETF TR | 189,163 | 40,916,000 | 4.38% | ||
| 828 | SPDR S&P MIDCAP 400 ETF TR | 145,138 | 40,969,000 | 4.39% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-131879, filed 2016.11.07).
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.
