| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3M Co | 145,243 | 22,411,000 | 78.96% | ||
| 2 | ISHARES RUSSELL 2000 GROWTH ETF | 8,531 | 1,319,000 | 4.65% | ||
| 3 | ISHARES RUSSELL 2000 VALUE ETF | 8,690 | 886,000 | 3.12% | ||
| 4 | ISHARES TR | 13,389 | 850,000 | 2.99% | ||
| 5 | SPDR S&P 500 Fund | 3,226 | 664,000 | 2.34% | ||
| 6 | ISHARES RUSSELL 1000 ETF | 3,809 | 442,000 | 1.56% | ||
| 7 | BERKSHIRE HATHAWAY INC DEL | 2 | 410,000 | 1.44% | ||
| 8 | Exxon Mobil Corp | 3,263 | 271,000 | 0.95% | ||
| 9 | MICROSOFT CORP | 6,061 | 268,000 | 0.94% | ||
| 10 | JOHNSON & JOHNSON | 2,260 | 220,000 | 0.78% | ||
| 11 | PEPSICO INC | 2,349 | 219,000 | 0.77% | ||
| 12 | POWERSHARES EXCHANGE TRADED FD | 5,949 | 218,000 | 0.77% | ||
| 13 | PROCTER AND GAMBLE CO | 2,609 | 204,000 | 0.72% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-047910, filed 2015.08.11).
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.
