| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 118,434 | 9,410,000 | 9.63% | ||
| 2 | VANGUARD BD INDEX FDS | 107,782 | 8,953,000 | 9.16% | ||
| 3 | J P MORGAN EXCHANGE TRADED F | 158,999 | 7,781,000 | 7.96% | ||
| 4 | ISHARES TR | 32,798 | 7,379,000 | 7.55% | ||
| 5 | ISHARES TR | 38,965 | 5,254,000 | 5.38% | ||
| 6 | EXXON MOBIL CORP | 40,799 | 3,683,000 | 3.77% | ||
| 7 | VANGUARD INDEX FDS | 26,717 | 2,597,000 | 2.66% | ||
| 8 | JOHNSON & JOHNSON | 22,471 | 2,589,000 | 2.65% | ||
| 9 | COCA COLA CO | 62,347 | 2,585,000 | 2.64% | ||
| 10 | VANGUARD INDEX FDS | 23,483 | 2,481,000 | 2.54% | ||
| 11 | ISHARES TR | 97,873 | 2,469,000 | 2.53% | ||
| 12 | ISHARES TR | 98,702 | 2,447,000 | 2.50% | ||
| 13 | ISHARES TR | 98,976 | 2,445,000 | 2.50% | ||
| 14 | ISHARES TR | 87,783 | 2,185,000 | 2.24% | ||
| 15 | ISHARES TR | 85,332 | 2,144,000 | 2.19% | ||
| 16 | AT&T INC | 48,277 | 2,053,000 | 2.10% | ||
| 17 | HOME DEPOT INC | 14,320 | 1,920,000 | 1.96% | ||
| 18 | GENERAL ELECTRIC CO | 57,729 | 1,824,000 | 1.87% | ||
| 19 | INTERNATIONAL BUSINESS MACHS | 9,256 | 1,536,000 | 1.57% | ||
| 20 | APPLE INC | 12,291 | 1,424,000 | 1.46% | ||
| 21 | SOUTHERN CO | 28,923 | 1,423,000 | 1.46% | ||
| 22 | PIMCO ETF TR | 13,525 | 1,370,000 | 1.40% | ||
| 23 | PROCTER AND GAMBLE CO | 13,930 | 1,171,000 | 1.20% | ||
| 24 | CHEVRON CORP NEW | 8,420 | 991,000 | 1.01% | ||
| 25 | PFIZER INC | 28,455 | 924,000 | 0.95% | ||
| 26 | ISHARES TR | 7,906 | 802,000 | 0.82% | ||
| 27 | TEXAS INSTRS INC | 10,543 | 769,000 | 0.79% | ||
| 28 | ABBVIE INC | 11,588 | 726,000 | 0.74% | ||
| 29 | WAL-MART STORES INC | 9,307 | 643,000 | 0.66% | ||
| 30 | BRISTOL MYERS SQUIBB CO | 10,795 | 631,000 | 0.65% | ||
| 31 | ISHARES TR | 5,088 | 620,000 | 0.63% | ||
| 32 | SPDR DOW JONES INDL AVRG ETF | 2,522 | 498,000 | 0.51% | ||
| 33 | MERCK & CO INC | 7,964 | 469,000 | 0.48% | ||
| 34 | PEPSICO INC | 4,156 | 435,000 | 0.45% | ||
| 35 | VERIZON COMMUNICATIONS INC | 8,099 | 432,000 | 0.44% | ||
| 36 | MCDONALDS CORP | 3,492 | 425,000 | 0.43% | ||
| 37 | SUNTRUST BKS INC | 7,535 | 413,000 | 0.42% | ||
| 38 | ABBOTT LABS | 10,490 | 403,000 | 0.41% | ||
| 39 | BANK AMER CORP | 18,189 | 402,000 | 0.41% | ||
| 40 | ISHARES TR | 7,500 | 402,000 | 0.41% | ||
| 41 | MICROSOFT CORP | 6,190 | 385,000 | 0.39% | ||
| 42 | WELLS FARGO & CO NEW | 6,772 | 373,000 | 0.38% | ||
| 43 | JPMORGAN CHASE & CO | 4,197 | 362,000 | 0.37% | ||
| 44 | ISHARES TR | 13,601 | 355,000 | 0.36% | ||
| 45 | VANGUARD SPECIALIZED FUNDS | 4,099 | 349,000 | 0.36% | ||
| 46 | ISHARES TR | 2,084 | 345,000 | 0.35% | ||
| 47 | TJX COS INC NEW | 4,429 | 333,000 | 0.34% | ||
| 48 | INTEL CORP | 8,810 | 320,000 | 0.33% | ||
| 49 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 2,782 | 301,000 | 0.31% | ||
| 50 | ISHARES TR | 12,057 | 298,000 | 0.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-001917, filed 2017.02.13).
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.
