| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 490,280 | 39,316,000 | 5.31% | ||
| 2 | SPDR SER TR | 972,486 | 28,115,000 | 3.80% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 510,024 | 24,762,000 | 3.35% | ||
| 4 | SPDR SERIES TRUST | 779,159 | 23,842,000 | 3.22% | ||
| 5 | WELLS FARGO & CO NEW | 371,758 | 20,908,000 | 2.83% | ||
| 6 | VANGUARD WORLD FDS | 377,227 | 18,737,000 | 2.53% | ||
| 7 | VANGUARD WORLD FD | 172,373 | 18,311,000 | 2.48% | ||
| 8 | ALPS ETF TR | 935,379 | 14,554,000 | 1.97% | ||
| 9 | GENERAL ELECTRIC CO | 533,113 | 14,165,000 | 1.91% | ||
| 10 | CHEVRON CORP NEW | 146,398 | 14,123,000 | 1.91% | ||
| 11 | JOHNSON & JOHNSON | 141,910 | 13,831,000 | 1.87% | ||
| 12 | VANGUARD INTL EQUITY INDEX F | 316,934 | 12,956,000 | 1.75% | ||
| 13 | VANGUARD INDEX FDS | 99,041 | 12,621,000 | 1.71% | ||
| 14 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 131,627 | 11,688,000 | 1.58% | ||
| 15 | APPLE INC | 92,990 | 11,663,000 | 1.58% | ||
| 16 | UNITED TECHNOLOGIES CORP | 101,136 | 11,219,000 | 1.52% | ||
| 17 | VANGUARD WORLD FD | 98,967 | 10,584,000 | 1.43% | ||
| 18 | ISHARES TR | 204,612 | 10,362,000 | 1.40% | ||
| 19 | PROCTER AND GAMBLE CO | 130,973 | 10,247,000 | 1.39% | ||
| 20 | VANGUARD WORLD FDS | 92,093 | 9,643,000 | 1.30% | ||
| 21 | INTEL CORP | 309,686 | 9,419,000 | 1.27% | ||
| 22 | VANGUARD WORLD FDS | 66,257 | 9,273,000 | 1.25% | ||
| 23 | WALGREENS BOOTS ALLIANCE INC | 108,499 | 9,162,000 | 1.24% | ||
| 24 | VANGUARD WHITEHALL FDS | 128,389 | 8,643,000 | 1.17% | ||
| 25 | JPMORGAN CHASE & CO | 125,645 | 8,514,000 | 1.15% | ||
| 26 | VANGUARD WORLD FDS | 67,103 | 8,381,000 | 1.13% | ||
| 27 | VANGUARD INTL EQUITY INDEX F | 78,822 | 8,034,000 | 1.09% | ||
| 28 | SPDR INDEX SHS FDS | 226,783 | 7,423,000 | 1.00% | ||
| 29 | EXXON MOBIL CORP | 82,850 | 6,893,000 | 0.93% | ||
| 30 | YUM BRANDS INC | 75,820 | 6,830,000 | 0.92% | ||
| 31 | PFIZER INC | 202,137 | 6,778,000 | 0.92% | ||
| 32 | VANGUARD INDEX FDS | 55,094 | 6,692,000 | 0.90% | ||
| 33 | AT&T INC | 185,626 | 6,593,000 | 0.89% | ||
| 34 | VANGUARD WORLD FDS | 48,514 | 6,026,000 | 0.81% | ||
| 35 | BERKSHIRE HATHAWAY INC DEL | 42,336 | 5,762,000 | 0.78% | ||
| 36 | AUTOMATIC DATA PROCESSING IN | 67,779 | 5,438,000 | 0.74% | ||
| 37 | PEPSICO INC | 57,893 | 5,404,000 | 0.73% | ||
| 38 | VERIZON COMMUNICATIONS INC | 114,220 | 5,324,000 | 0.72% | ||
| 39 | AIR PRODS & CHEMS INC | 37,953 | 5,193,000 | 0.70% | ||
| 40 | INTERNATIONAL BUSINESS MACHS | 30,663 | 4,988,000 | 0.67% | ||
| 41 | 3M CO | 31,959 | 4,931,000 | 0.67% | ||
| 42 | DU PONT E I DE NEMOURS & CO | 76,704 | 4,905,000 | 0.66% | ||
| 43 | COMCAST CORP NEW | 79,432 | 4,777,000 | 0.65% | ||
| 44 | REALTY INCOME CORP | 105,350 | 4,677,000 | 0.63% | ||
| 45 | MCKESSON CORP | 19,838 | 4,460,000 | 0.60% | ||
| 46 | CISCO SYS INC | 156,872 | 4,308,000 | 0.58% | ||
| 47 | SPDR SER TR | 16,912 | 4,266,000 | 0.58% | ||
| 48 | ISHARES TR | 69,439 | 4,048,000 | 0.55% | ||
| 49 | VANGUARD INDEX FDS | 54,160 | 4,045,000 | 0.55% | ||
| 50 | PHILIP MORRIS INTL INC | 49,778 | 3,991,000 | 0.54% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001540141-15-000008, filed 2015.07.28).
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.
