| # | % | |||||
|---|---|---|---|---|---|---|
| 251 | FIRST TR EXCHANGE TRADED FD | 127,864 | 1,702,000 | 1.08% | ||
| 252 | SCHWAB CHARLES CORP | 54,265 | 1,713,000 | 1.09% | ||
| 253 | NOVARTIS A G | 22,245 | 1,756,000 | 1.11% | ||
| 254 | UNITED PARCEL SERVICE INC | 16,578 | 1,813,000 | 1.15% | ||
| 255 | CHUBB LIMITED | 14,924 | 1,875,000 | 1.19% | ||
| 256 | TJX COS INC NEW | 26,078 | 1,950,000 | 1.24% | ||
| 257 | BLACKROCK INC | 5,404 | 1,959,000 | 1.24% | ||
| 258 | WELLS FARGO & CO NEW | 47,181 | 2,089,000 | 1.32% | ||
| 259 | PNC FINL SVCS GROUP INC | 23,307 | 2,100,000 | 1.33% | ||
| 260 | INTEL CORP | 57,498 | 2,171,000 | 1.38% | ||
| 261 | DANAHER CORP DEL | 27,827 | 2,181,000 | 1.38% | ||
| 262 | ORACLE CORP | 56,066 | 2,202,000 | 1.40% | ||
| 263 | CVS HEALTH CORP | 24,966 | 2,222,000 | 1.41% | ||
| 264 | ISHARES S&P MIDCAP 400 GROWTH | 12,834 | 2,242,000 | 1.42% | ||
| 265 | COMCAST CORP NEW | 33,913 | 2,250,000 | 1.43% | ||
| 266 | MEDTRONIC PLC | 26,140 | 2,259,000 | 1.43% | ||
| 267 | CHEVRON CORP NEW | 22,187 | 2,283,000 | 1.45% | ||
| 268 | PFIZER INC | 68,076 | 2,305,000 | 1.46% | ||
| 269 | TRAVELERS COMPANIES INC | 20,376 | 2,334,000 | 1.48% | ||
| 270 | QUALCOMM INC | 34,094 | 2,335,000 | 1.48% | ||
| 271 | STRYKER CORP | 20,126 | 2,343,000 | 1.49% | ||
| 272 | CISCO SYS INC | 73,974 | 2,346,000 | 1.49% | ||
| 273 | AT&T INC | 58,634 | 2,381,000 | 1.51% | ||
| 274 | SELECT SECTOR SPDR TR | 48,949 | 2,398,000 | 1.52% | ||
| 275 | HOME DEPOT INC | 19,086 | 2,456,000 | 1.56% | ||
| 276 | DISNEY WALT CO | 26,615 | 2,471,000 | 1.57% | ||
| 277 | INTERNATIONAL BUSINESS MACHS | 15,699 | 2,494,000 | 1.58% | ||
| 278 | SPDR SER TR | 38,205 | 2,533,000 | 1.61% | ||
| 279 | GRACO INC | 34,587 | 2,559,000 | 1.62% | ||
| 280 | UNITEDHEALTH GROUP INC | 18,751 | 2,625,000 | 1.66% | ||
| 281 | PROCTER AND GAMBLE CO | 29,484 | 2,646,000 | 1.68% | ||
| 282 | PEPSICO INC | 25,132 | 2,734,000 | 1.73% | ||
| 283 | VANGUARD INDEX FDS | 14,986 | 2,978,000 | 1.89% | ||
| 284 | APPLE INC | 27,479 | 3,106,000 | 1.97% | ||
| 285 | 3M CO | 29,795 | 5,251,000 | 3.33% | ||
| 286 | MICROSOFT CORP | 100,435 | 5,784,000 | 3.67% | ||
| 287 | ISHARES TR | 45,137 | 7,887,000 | 5.00% | ||
| 288 | ISHARES TR | 102,570 | 12,478,000 | 7.91% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001513038-16-000015, filed 2016.10.11).
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.
