| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | NOVARTIS A G | 64,067 | 5,059,000 | 0.66% | ||
| 52 | MICROSOFT CORP | 86,638 | 4,990,000 | 0.65% | ||
| 53 | PIMCO ETF TR | 48,820 | 4,858,000 | 0.63% | ||
| 54 | INTERNATIONAL BUSINESS MACHS | 29,609 | 4,703,000 | 0.61% | ||
| 55 | YUM BRANDS INC | 50,595 | 4,595,000 | 0.60% | ||
| 56 | DUKE ENERGY CORP NEW | 57,124 | 4,572,000 | 0.60% | ||
| 57 | FIDELITY | 220,370 | 4,370,000 | 0.57% | ||
| 58 | ISHARES TR | 77,510 | 4,274,000 | 0.56% | ||
| 59 | ALTRIA GROUP INC | 66,354 | 4,196,000 | 0.55% | ||
| 60 | THERMO FISHER SCIENTIFIC INC | 24,426 | 3,885,000 | 0.51% | ||
| 61 | COSTCO WHSL CORP NEW | 25,270 | 3,854,000 | 0.50% | ||
| 62 | SCHWAB INTERNATIONAL EQUITY ETF | 128,201 | 3,691,000 | 0.48% | ||
| 63 | MCKESSON CORP | 22,063 | 3,679,000 | 0.48% | ||
| 64 | ISHARES TR | 91,908 | 3,635,000 | 0.47% | ||
| 65 | ABBVIE INC | 56,622 | 3,571,000 | 0.47% | ||
| 66 | VANGUARD INDEX FDS | 39,133 | 3,394,000 | 0.44% | ||
| 67 | GENERAL MLS INC | 50,643 | 3,235,000 | 0.42% | ||
| 68 | VANGUARD WORLD FDS | 30,020 | 3,210,000 | 0.42% | ||
| 69 | FEDEX CORP | 17,959 | 3,137,000 | 0.41% | ||
| 70 | CVS HEALTH CORP | 35,128 | 3,126,000 | 0.41% | ||
| 71 | CLOROX CO DEL | 23,300 | 2,917,000 | 0.38% | ||
| 72 | SAP SE | 31,838 | 2,910,000 | 0.38% | ||
| 73 | FIDELITY | 100,428 | 2,885,000 | 0.38% | ||
| 74 | BOEING CO | 21,393 | 2,818,000 | 0.37% | ||
| 75 | BERKSHIRE HATHAWAY INC DEL | 13 | 2,811,000 | 0.37% | ||
| 76 | ISHARES TR | 93,416 | 2,801,000 | 0.37% | ||
| 77 | FIDELITY | 76,171 | 2,784,000 | 0.36% | ||
| 78 | AMERICAN EXPRESS CO | 42,254 | 2,706,000 | 0.35% | ||
| 79 | ZIMMER BIOMET HLDGS INC | 20,451 | 2,659,000 | 0.35% | ||
| 80 | TOTAL S A | 55,518 | 2,648,000 | 0.35% | ||
| 81 | ISHARES INC | 57,909 | 2,641,000 | 0.34% | ||
| 82 | SCHWAB EMERGING MARKETS EQUITY ETF | 113,482 | 2,617,000 | 0.34% | ||
| 83 | BANK AMER CORP | 166,893 | 2,612,000 | 0.34% | ||
| 84 | FIRST TR EXCHANGE TRADED FD | 102,879 | 2,605,000 | 0.34% | ||
| 85 | SPDR SER TR | 39,076 | 2,590,000 | 0.34% | ||
| 86 | MCDONALDS CORP | 22,239 | 2,566,000 | 0.33% | ||
| 87 | ORACLE CORP | 62,807 | 2,467,000 | 0.32% | ||
| 88 | WISDOMTREE TR | 27,055 | 2,459,000 | 0.32% | ||
| 89 | NATIONAL OILWELL | 66,465 | 2,442,000 | 0.32% | ||
| 90 | ABBOTT LABS | 56,825 | 2,403,000 | 0.31% | ||
| 91 | MONSANTO CO NEW | 22,495 | 2,299,000 | 0.30% | ||
| 92 | LEGGETT &PLATT INC | 48,749 | 2,222,000 | 0.29% | ||
| 93 | ILLINOIS TOOL WKS INC | 18,519 | 2,219,000 | 0.29% | ||
| 94 | ISHARES TR | 14,120 | 2,185,000 | 0.29% | ||
| 95 | BANK NEW YORK MELLON CORP | 54,221 | 2,162,000 | 0.28% | ||
| 96 | WISDOMTREE TR | 28,294 | 2,128,000 | 0.28% | ||
| 97 | BECTON DICKINSON & CO | 11,752 | 2,112,000 | 0.28% | ||
| 98 | EMERSON ELEC CO | 38,650 | 2,107,000 | 0.27% | ||
| 99 | ARISTA NETWORKS INC COM | 24,260 | 2,064,000 | 0.27% | ||
| 100 | HOME DEPOT INC | 14,995 | 1,930,000 | 0.25% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001540141-16-000017, filed 2016.11.04).
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.