| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP OHIO | 894,862 | 31,445,000 | 11.13% | ||
| 2 | VANGUARD INDEX FDS | 271,200 | 22,455,000 | 7.94% | ||
| 3 | APPLE INC | 163,872 | 17,860,000 | 6.32% | ||
| 4 | VANGUARD INTL EQUITY INDEX F | 259,603 | 11,202,000 | 3.96% | ||
| 5 | EXXON MOBIL CORP | 133,483 | 11,158,000 | 3.95% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 295,854 | 10,231,000 | 3.62% | ||
| 7 | MICROSOFT CORP | 157,775 | 8,714,000 | 3.08% | ||
| 8 | JOHNSON & JOHNSON | 77,887 | 8,427,000 | 2.98% | ||
| 9 | PRAXAIR INC | 65,492 | 7,496,000 | 2.65% | ||
| 10 | PAYCHEX INC | 130,453 | 7,046,000 | 2.49% | ||
| 11 | SCHWAB CHARLES CORP | 240,163 | 6,729,000 | 2.38% | ||
| 12 | ARCHER DANIELS M | 183,269 | 6,654,000 | 2.35% | ||
| 13 | WEYERHAEUSER CO | 209,893 | 6,502,000 | 2.30% | ||
| 14 | GILEAD SCIENCES INC | 61,797 | 5,677,000 | 2.01% | ||
| 15 | ALPHABET INC | 7,340 | 5,600,000 | 1.98% | ||
| 16 | BP PLC | 182,726 | 5,515,000 | 1.95% | ||
| 17 | PEPSICO INC | 51,840 | 5,313,000 | 1.88% | ||
| 18 | SCHLUMBERGER LTD | 69,494 | 5,125,000 | 1.81% | ||
| 19 | ORACLE CORP | 117,535 | 4,808,000 | 1.70% | ||
| 20 | TARGET CORP | 58,339 | 4,800,000 | 1.70% | ||
| 21 | LIFELOCK INC | 377,398 | 4,555,000 | 1.61% | ||
| 22 | ROCKWELL COLLINS INC | 47,314 | 4,363,000 | 1.54% | ||
| 23 | ALPHABET INC | 5,842 | 4,352,000 | 1.54% | ||
| 24 | CORNING INC | 207,467 | 4,334,000 | 1.53% | ||
| 25 | STRYKER CORP | 39,603 | 4,249,000 | 1.50% | ||
| 26 | GENERAL ELECTRIC CO | 120,270 | 3,823,000 | 1.35% | ||
| 27 | HOME DEPOT INC | 27,789 | 3,708,000 | 1.31% | ||
| 28 | SPDR S&P 500 ETF TR | 15,697 | 3,226,000 | 1.14% | ||
| 29 | LAZARD LTD | 79,067 | 3,068,000 | 1.09% | ||
| 30 | SCHWAB U.S. LARGE-CAP ETF | 57,550 | 2,811,000 | 0.99% | ||
| 31 | VANGUARD TAX-MANAGED FDS | 77,949 | 2,797,000 | 0.99% | ||
| 32 | PFIZER INC | 90,911 | 2,695,000 | 0.95% | ||
| 33 | CISCO SYS INC | 74,782 | 2,129,000 | 0.75% | ||
| 34 | HIGHWOODS PPTYS INC | 42,062 | 2,011,000 | 0.71% | ||
| 35 | VANGUARD INTL EQUITY INDEX F | 33,875 | 1,954,000 | 0.69% | ||
| 36 | VERIZON COMMUNICATIONS INC | 33,717 | 1,823,000 | 0.65% | ||
| 37 | PROCTER AND GAMBLE CO | 18,810 | 1,548,000 | 0.55% | ||
| 38 | JPMORGAN CHASE & CO | 23,744 | 1,406,000 | 0.50% | ||
| 39 | UNITEDHEALTH GROUP INC | 10,837 | 1,397,000 | 0.49% | ||
| 40 | AUTOMATIC DATA PROCESSING IN | 15,361 | 1,378,000 | 0.49% | ||
| 41 | MERCK & CO INC | 24,259 | 1,284,000 | 0.45% | ||
| 42 | CELGENE CORP | 12,750 | 1,276,000 | 0.45% | ||
| 43 | ALTRIA GROUP INC | 20,160 | 1,263,000 | 0.45% | ||
| 44 | SCHWAB US DIVIDEND EQUITY ETF | 30,522 | 1,224,000 | 0.43% | ||
| 45 | CATERPILLAR INC | 15,493 | 1,186,000 | 0.42% | ||
| 46 | BERKSHIRE HATHAWAY INC DEL | 8,084 | 1,147,000 | 0.41% | ||
| 47 | BLACKROCK INC | 3,097 | 1,055,000 | 0.37% | ||
| 48 | AT&T INC | 26,884 | 1,053,000 | 0.37% | ||
| 49 | BRISTOL MYERS SQUIBB CO | 16,150 | 1,032,000 | 0.37% | ||
| 50 | INTERNATIONAL BUSINESS MACHS | 6,675 | 1,011,000 | 0.36% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003467, filed 2016.04.18).
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.
