| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 130,518 | 10,385,000 | 11.64% | ||
| 2 | VANGUARD BD INDEX FDS | 116,378 | 9,666,000 | 10.83% | ||
| 3 | VANGUARD TAX-MANAGED FDS | 214,368 | 7,872,000 | 8.82% | ||
| 4 | ISHARES TR | 38,050 | 7,795,000 | 8.74% | ||
| 5 | ISHARES TR | 38,045 | 4,285,000 | 4.80% | ||
| 6 | EXXON MOBIL CORP | 41,903 | 3,266,000 | 3.66% | ||
| 7 | COCA COLA CO | 57,980 | 2,491,000 | 2.79% | ||
| 8 | AGL Resources Inc | 37,340 | 2,383,000 | 2.67% | ||
| 9 | VANGUARD INDEX FDS | 25,229 | 2,168,000 | 2.43% | ||
| 10 | VANGUARD INDEX FDS | 21,601 | 2,154,000 | 2.41% | ||
| 11 | JOHNSON & JOHNSON | 20,951 | 2,152,000 | 2.41% | ||
| 12 | ISHARES TR | 85,256 | 2,102,000 | 2.36% | ||
| 13 | ISHARES TR | 84,112 | 2,099,000 | 2.35% | ||
| 14 | ISHARES TR | 83,617 | 2,089,000 | 2.34% | ||
| 15 | HOME DEPOT INC | 15,767 | 2,085,000 | 2.34% | ||
| 16 | ISHARES TR | 85,546 | 2,080,000 | 2.33% | ||
| 17 | ISHARES TR | 85,000 | 2,068,000 | 2.32% | ||
| 18 | GENERAL ELECTRIC CO | 53,649 | 1,671,000 | 1.87% | ||
| 19 | AT&T INC | 44,303 | 1,524,000 | 1.71% | ||
| 20 | SOUTHERN CO | 26,515 | 1,241,000 | 1.39% | ||
| 21 | APPLE INC | 11,299 | 1,189,000 | 1.33% | ||
| 22 | INTERNATIONAL BUSINESS MACHS | 8,633 | 1,188,000 | 1.33% | ||
| 23 | PROCTER AND GAMBLE CO | 11,726 | 931,000 | 1.04% | ||
| 24 | PFIZER INC | 26,087 | 842,000 | 0.94% | ||
| 25 | CHEVRON CORP NEW | 8,705 | 783,000 | 0.88% | ||
| 26 | BRISTOL MYERS SQUIBB CO | 10,795 | 743,000 | 0.83% | ||
| 27 | ABBVIE INC | 10,374 | 615,000 | 0.69% | ||
| 28 | TEXAS INSTRS INC | 10,948 | 600,000 | 0.67% | ||
| 29 | WAL-MART STORES INC | 9,416 | 577,000 | 0.65% | ||
| 30 | SPDR DOW JONES INDL AVRG ETF | 2,987 | 520,000 | 0.58% | ||
| 31 | ISHARES TR | 5,172 | 458,000 | 0.51% | ||
| 32 | ABBOTT LABS | 10,055 | 452,000 | 0.51% | ||
| 33 | VANGUARD SPECIALIZED FUNDS | 5,116 | 398,000 | 0.45% | ||
| 34 | ISHARES TR | 3,422 | 396,000 | 0.44% | ||
| 35 | MERCK & CO INC | 7,185 | 380,000 | 0.43% | ||
| 36 | PEPSICO INC | 3,681 | 368,000 | 0.41% | ||
| 37 | MCDONALDS CORP | 3,092 | 365,000 | 0.41% | ||
| 38 | ABIOMED INC | 4,000 | 361,000 | 0.40% | ||
| 39 | ISHARES TR | 6,285 | 342,000 | 0.38% | ||
| 40 | VERIZON COMMUNICATIONS INC | 7,303 | 338,000 | 0.38% | ||
| 41 | BOEING CO | 2,340 | 338,000 | 0.38% | ||
| 42 | WELLS FARGO & CO NEW | 6,087 | 331,000 | 0.37% | ||
| 43 | SUNTRUST BKS INC | 7,673 | 329,000 | 0.37% | ||
| 44 | PPG INDS INC | 3,108 | 307,000 | 0.34% | ||
| 45 | MICROSOFT CORP | 5,501 | 305,000 | 0.34% | ||
| 46 | TJX COS INC NEW | 4,079 | 289,000 | 0.32% | ||
| 47 | PHILIP MORRIS INTL INC | 3,259 | 286,000 | 0.32% | ||
| 48 | THERMO FISHER SCIENTIFIC INC | 1,883 | 267,000 | 0.30% | ||
| 49 | BANK AMER CORP | 15,729 | 265,000 | 0.30% | ||
| 50 | JPMORGAN CHASE & CO | 3,781 | 250,000 | 0.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-016845, filed 2016.08.16).
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.
