| # | % | |||||
|---|---|---|---|---|---|---|
| 601 | MICROSOFT CORP | 103,677 | 4,166,000 | 0.83% | ||
| 602 | VANGUARD BD INDEX FDS | 56,700 | 4,223,000 | 0.85% | ||
| 603 | VANGUARD TAX-MANAGED FDS | 138,908 | 4,570,000 | 0.91% | ||
| 604 | ALTRIA GROUP INC | 78,337 | 4,614,000 | 0.92% | ||
| 605 | CHEVRON CORP NEW | 51,439 | 4,691,000 | 0.94% | ||
| 606 | PROCTER AND GAMBLE CO | 66,626 | 4,809,000 | 0.96% | ||
| 607 | ISHARES TR | 62,677 | 5,050,000 | 1.01% | ||
| 608 | JOHNSON & JOHNSON | 55,374 | 5,251,000 | 1.05% | ||
| 609 | AT&T INC | 157,069 | 5,588,000 | 1.12% | ||
| 610 | VANGUARD BD INDEX FDS | 84,073 | 6,820,000 | 1.37% | ||
| 611 | VANGUARD CHARLOTTE FDS | 130,131 | 7,250,000 | 1.45% | ||
| 612 | ISHARES TR | 85,161 | 7,790,000 | 1.56% | ||
| 613 | EAGLE MATERIALS INC | 127,994 | 9,875,000 | 1.98% | ||
| 614 | FACEBOOK INC | 96,127 | 10,560,000 | 2.11% | ||
| 615 | APPLE INC | 150,652 | 13,112,000 | 2.63% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-16-010256, filed 2016.08.15).
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.
