| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | ALTRIA GROUP INC | 714,923 | 41,616,000 | 1.65% | ||
| 202 | VANECK MORNINGSTAR WIDE MOAT E | 1,462,171 | 42,271,000 | 1.67% | ||
| 203 | PIMCO ETF TR | 420,327 | 43,806,000 | 1.73% | ||
| 204 | REALTY INCOME CORP | 934,404 | 48,243,000 | 1.91% | ||
| 205 | VENTAS INC | 950,726 | 53,649,000 | 2.12% | ||
| 206 | GENERAL ELECTRIC CO | 2,063,512 | 64,278,000 | 2.54% | ||
| 207 | VANGUARD TAX-MANAGED FDS | 1,757,076 | 64,520,000 | 2.55% | ||
| 208 | PHILIP MORRIS INTL INC | 820,862 | 72,162,000 | 2.86% | ||
| 209 | VANGUARD BD INDEX FDS | 1,724,920 | 139,305,000 | 5.51% | ||
| 210 | VANGUARD INDEX FDS | 1,861,072 | 194,110,000 | 7.68% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-16-095751, filed 2016.02.11).
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.
