| # | % | |||||
|---|---|---|---|---|---|---|
| 701 | JOHNSON & JOHNSON | 77,435 | 7,785,000 | 0.64% | ||
| 702 | ISHARES TR | 105,743 | 7,884,000 | 0.65% | ||
| 703 | GENERAL ELECTRIC CO | 292,107 | 8,337,000 | 0.68% | ||
| 704 | VANGUARD INDEX FDS | 85,438 | 8,427,000 | 0.69% | ||
| 705 | SELECT SECTOR SPDR TR | 131,573 | 8,473,000 | 0.69% | ||
| 706 | ISHARES TR | 123,335 | 8,642,000 | 0.71% | ||
| 707 | ISHARES TR | 71,790 | 9,165,000 | 0.75% | ||
| 708 | SPDR SER TR | 130,173 | 9,431,000 | 0.77% | ||
| 709 | PEPSICO INC | 97,261 | 9,465,000 | 0.78% | ||
| 710 | AT&T INC | 264,503 | 9,755,000 | 0.80% | ||
| 711 | FS KKR CAPITAL CORP COM | 1,237,288 | 10,245,000 | 0.84% | ||
| 712 | POWERSHARES ETF TR II | 284,814 | 10,598,000 | 0.87% | ||
| 713 | EXXON MOBIL CORP | 141,166 | 11,305,000 | 0.93% | ||
| 714 | ISHARES TR | 118,993 | 12,511,000 | 1.03% | ||
| 715 | BERKSHIRE HATHAWAY INC DEL | 103,455 | 13,093,000 | 1.07% | ||
| 716 | ISHARES TR | 69,906 | 13,202,000 | 1.08% | ||
| 717 | PROCTER AND GAMBLE CO | 210,190 | 17,067,000 | 1.40% | ||
| 718 | VANGUARD INDEX FDS | 181,018 | 17,244,000 | 1.41% | ||
| 719 | VANGUARD INDEX FDS | 187,770 | 17,998,000 | 1.48% | ||
| 720 | VANGUARD BD INDEX FDS | 227,380 | 18,254,000 | 1.50% | ||
| 721 | CHEVRON CORP NEW | 221,605 | 18,367,000 | 1.51% | ||
| 722 | POWERSHARES QQQ TRUST | 197,429 | 19,372,000 | 1.59% | ||
| 723 | SPDR S&P 500 ETF TR | 111,446 | 20,946,000 | 1.72% | ||
| 724 | VANGUARD INDEX FDS | 295,666 | 22,471,000 | 1.84% | ||
| 725 | VANGUARD CHARLOTTE FDS | 446,903 | 23,994,000 | 1.97% | ||
| 726 | VANGUARD TAX-MANAGED FDS | 713,957 | 24,060,000 | 1.97% | ||
| 727 | APPLE INC | 257,743 | 24,233,000 | 1.99% | ||
| 728 | VANGUARD BD INDEX FDS | 369,079 | 31,302,000 | 2.57% | ||
| 729 | ISHARES TR | 354,316 | 38,734,000 | 3.18% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003227, filed 2016.02.16).
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.
