| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 124,278 | 10,045,000 | 10.57% | ||
| 2 | VANGUARD BD INDEX FDS | 109,810 | 9,626,000 | 10.13% | ||
| 3 | J P MORGAN EXCHANGE TRADED F | 156,979 | 8,213,000 | 8.64% | ||
| 4 | ISHARES TR | 36,284 | 7,894,000 | 8.31% | ||
| 5 | ISHARES TR | 39,968 | 4,964,000 | 5.22% | ||
| 6 | EXXON MOBIL CORP | 40,789 | 3,560,000 | 3.75% | ||
| 7 | COCA COLA CO | 61,216 | 2,591,000 | 2.73% | ||
| 8 | JOHNSON & JOHNSON | 21,737 | 2,568,000 | 2.70% | ||
| 9 | ISHARES TR | 98,235 | 2,515,000 | 2.65% | ||
| 10 | ISHARES TR | 97,520 | 2,509,000 | 2.64% | ||
| 11 | ISHARES TR | 98,562 | 2,498,000 | 2.63% | ||
| 12 | ISHARES TR | 98,875 | 2,485,000 | 2.62% | ||
| 13 | VANGUARD INDEX FDS | 26,055 | 2,438,000 | 2.57% | ||
| 14 | ISHARES TR | 96,340 | 2,434,000 | 2.56% | ||
| 15 | VANGUARD INDEX FDS | 22,300 | 2,372,000 | 2.50% | ||
| 16 | AT&T INC | 47,006 | 1,909,000 | 2.01% | ||
| 17 | HOME DEPOT INC | 14,785 | 1,903,000 | 2.00% | ||
| 18 | GENERAL ELECTRIC CO | 57,218 | 1,695,000 | 1.78% | ||
| 19 | INTERNATIONAL BUSINESS MACHS | 9,252 | 1,470,000 | 1.55% | ||
| 20 | SOUTHERN CO | 28,027 | 1,438,000 | 1.51% | ||
| 21 | APPLE INC | 11,251 | 1,272,000 | 1.34% | ||
| 22 | PROCTER AND GAMBLE CO | 13,615 | 1,222,000 | 1.29% | ||
| 23 | PIMCO ETF TR | 9,677 | 981,000 | 1.03% | ||
| 24 | PFIZER INC | 27,587 | 934,000 | 0.98% | ||
| 25 | CHEVRON CORP NEW | 8,684 | 894,000 | 0.94% | ||
| 26 | TEXAS INSTRS INC | 10,948 | 768,000 | 0.81% | ||
| 27 | ABBVIE INC | 11,158 | 704,000 | 0.74% | ||
| 28 | ISHARES TR | 7,330 | 696,000 | 0.73% | ||
| 29 | WAL-MART STORES INC | 9,307 | 671,000 | 0.71% | ||
| 30 | BRISTOL MYERS SQUIBB CO | 10,795 | 582,000 | 0.61% | ||
| 31 | ISHARES TR | 4,437 | 540,000 | 0.57% | ||
| 32 | MERCK & CO INC | 7,784 | 486,000 | 0.51% | ||
| 33 | ABBOTT LABS | 10,240 | 433,000 | 0.46% | ||
| 34 | PEPSICO INC | 3,834 | 417,000 | 0.44% | ||
| 35 | VERIZON COMMUNICATIONS INC | 7,639 | 397,000 | 0.42% | ||
| 36 | ISHARES TR | 6,674 | 368,000 | 0.39% | ||
| 37 | MCDONALDS CORP | 3,042 | 351,000 | 0.37% | ||
| 38 | VANGUARD SPECIALIZED FUNDS | 4,092 | 343,000 | 0.36% | ||
| 39 | ISHARES TR | 13,616 | 338,000 | 0.36% | ||
| 40 | SUNTRUST BKS INC | 7,680 | 336,000 | 0.35% | ||
| 41 | MICROSOFT CORP | 5,792 | 334,000 | 0.35% | ||
| 42 | TJX COS INC NEW | 4,429 | 331,000 | 0.35% | ||
| 43 | THERMO FISHER SCIENTIFIC INC | 1,917 | 305,000 | 0.32% | ||
| 44 | INTEL CORP | 8,021 | 303,000 | 0.32% | ||
| 45 | WELLS FARGO & CO NEW | 6,656 | 295,000 | 0.31% | ||
| 46 | PHILIP MORRIS INTL INC | 3,008 | 292,000 | 0.31% | ||
| 47 | BANK AMER CORP | 18,158 | 284,000 | 0.30% | ||
| 48 | ISHARES TR | 1,792 | 277,000 | 0.29% | ||
| 49 | KINDER MORGAN INC DEL | 11,955 | 277,000 | 0.29% | ||
| 50 | JPMORGAN CHASE & CO | 4,077 | 272,000 | 0.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-021495, filed 2016.12.08).
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.
