| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | NCR CORP NEW | 124,527 | 3,748,000 | 0.50% | ||
| 102 | HUMANA INC | 20,000 | 3,826,000 | 0.51% | ||
| 103 | CIGNA CORPORATION | 32,274 | 5,228,000 | 0.70% | ||
| 104 | ABBVIE INC | 100,000 | 6,719,000 | 0.90% | ||
| 105 | BLACKSTONE MTG TR INC | 245,882 | 6,840,000 | 0.92% | ||
| 106 | BERKSHIRE HATHAWAY INC DEL | 37 | 7,579,000 | 1.01% | ||
| 107 | VANGUARD TAX-MANAGED FDS | 400,000 | 15,860,000 | 2.12% | ||
| 108 | VANGUARD SPECIALIZED FUNDS | 380,756 | 29,920,000 | 4.01% | ||
| 109 | VANGUARD INDEX FDS | 1,515,818 | 286,247,000 | 38.33% | ||
| 110 | SPDR S&P 500 ETF TR | 1,523,471 | 313,607,000 | 42.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-031301, filed 2015.08.12).
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.
