| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PROGRESSIVE CORP OHIO | 948,559 | 33,674,000 | 10.76% | ||
| 2 | VANGUARD INDEX FDS | 283,761 | 27,213,000 | 8.69% | ||
| 3 | APPLE INC | 172,403 | 19,968,000 | 6.38% | ||
| 4 | EXXON MOBIL CORP | 137,458 | 12,407,000 | 3.96% | ||
| 5 | VANGUARD INTL EQUITY INDEX F | 261,564 | 11,556,000 | 3.69% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 305,642 | 10,936,000 | 3.49% | ||
| 7 | MICROSOFT CORP | 158,316 | 9,838,000 | 3.14% | ||
| 8 | SCHWAB CHARLES CORP | 244,415 | 9,647,000 | 3.08% | ||
| 9 | JOHNSON & JOHNSON | 76,921 | 8,862,000 | 2.83% | ||
| 10 | ARCHER DANIELS M | 183,418 | 8,373,000 | 2.68% | ||
| 11 | LIFELOCK INC | 345,237 | 8,258,000 | 2.64% | ||
| 12 | PAYCHEX INC | 128,195 | 7,804,000 | 2.49% | ||
| 13 | PRAXAIR INC | 66,236 | 7,762,000 | 2.48% | ||
| 14 | BP PLC | 182,055 | 6,805,000 | 2.17% | ||
| 15 | SCHLUMBERGER LTD | 79,468 | 6,671,000 | 2.13% | ||
| 16 | WEYERHAEUSER CO | 212,569 | 6,396,000 | 2.04% | ||
| 17 | ORACLE CORP | 163,563 | 6,289,000 | 2.01% | ||
| 18 | ALPHABET INC | 7,856 | 6,225,000 | 1.99% | ||
| 19 | PEPSICO INC | 50,971 | 5,333,000 | 1.70% | ||
| 20 | LAZARD LTD | 121,510 | 4,993,000 | 1.60% | ||
| 21 | STRYKER CORP | 40,165 | 4,812,000 | 1.54% | ||
| 22 | GILEAD SCIENCES INC | 63,883 | 4,575,000 | 1.46% | ||
| 23 | ALPHABET INC | 5,811 | 4,485,000 | 1.43% | ||
| 24 | ROCKWELL COLLINS INC | 48,101 | 4,462,000 | 1.43% | ||
| 25 | SCHWAB U.S. LARGE-CAP ETF | 70,714 | 3,766,000 | 1.20% | ||
| 26 | GENERAL ELECTRIC CO | 118,147 | 3,733,000 | 1.19% | ||
| 27 | HOME DEPOT INC | 26,914 | 3,609,000 | 1.15% | ||
| 28 | SPDR S&P 500 ETF TR | 14,055 | 3,142,000 | 1.00% | ||
| 29 | CORNING INC | 123,880 | 3,007,000 | 0.96% | ||
| 30 | VANGUARD TAX-MANAGED FDS | 81,269 | 2,970,000 | 0.95% | ||
| 31 | PFIZER INC | 88,165 | 2,864,000 | 0.92% | ||
| 32 | TARGET CORP | 31,964 | 2,309,000 | 0.74% | ||
| 33 | JPMORGAN CHASE & CO | 24,685 | 2,130,000 | 0.68% | ||
| 34 | VANGUARD INTL EQUITY INDEX F | 33,875 | 2,066,000 | 0.66% | ||
| 35 | CISCO SYS INC | 65,645 | 1,984,000 | 0.63% | ||
| 36 | HIGHWOODS PPTYS INC | 38,612 | 1,970,000 | 0.63% | ||
| 37 | VERIZON COMMUNICATIONS INC | 34,463 | 1,840,000 | 0.59% | ||
| 38 | UNITEDHEALTH GROUP INC | 10,696 | 1,712,000 | 0.55% | ||
| 39 | PROCTER AND GAMBLE CO | 18,549 | 1,560,000 | 0.50% | ||
| 40 | AUTOMATIC DATA PROCESSING IN | 15,136 | 1,556,000 | 0.50% | ||
| 41 | CELGENE CORP | 13,150 | 1,522,000 | 0.49% | ||
| 42 | MERCK & CO INC | 24,141 | 1,421,000 | 0.45% | ||
| 43 | CATERPILLAR INC | 15,205 | 1,410,000 | 0.45% | ||
| 44 | ALTRIA GROUP INC | 19,459 | 1,316,000 | 0.42% | ||
| 45 | BERKSHIRE HATHAWAY INC DEL | 8,012 | 1,306,000 | 0.42% | ||
| 46 | VANGUARD BD INDEX FDS | 15,300 | 1,216,000 | 0.39% | ||
| 47 | BLACKROCK INC | 3,187 | 1,213,000 | 0.39% | ||
| 48 | AT&T INC | 25,646 | 1,091,000 | 0.35% | ||
| 49 | SCHWAB US DIVIDEND EQUITY ETF | 24,447 | 1,065,000 | 0.34% | ||
| 50 | INTERNATIONAL BUSINESS MACHS | 6,165 | 1,023,000 | 0.33% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000345, filed 2017.02.08).
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.
