| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 394,625 | 31,353,000 | 3.96% | ||
| 2 | WELLS FARGO & CO NEW | 408,728 | 22,525,000 | 2.84% | ||
| 3 | VANGUARD INTL EQUITY INDEX F | 487,682 | 21,546,000 | 2.72% | ||
| 4 | VANGUARD WORLD FDS | 353,599 | 20,986,000 | 2.65% | ||
| 5 | SPDR SERIES TRUST | 684,965 | 20,912,000 | 2.64% | ||
| 6 | VANGUARD WORLD FD | 161,899 | 19,671,000 | 2.48% | ||
| 7 | CHEVRON CORP NEW | 148,110 | 17,433,000 | 2.20% | ||
| 8 | GENERAL ELECTRIC CO | 511,509 | 16,164,000 | 2.04% | ||
| 9 | JOHNSON & JOHNSON | 134,395 | 15,484,000 | 1.95% | ||
| 10 | VANGUARD INDEX FDS | 115,756 | 15,237,000 | 1.92% | ||
| 11 | SPDR SER TR | 512,893 | 14,197,000 | 1.79% | ||
| 12 | UNITED TECHNOLOGIES CORP | 122,289 | 13,405,000 | 1.69% | ||
| 13 | ALPS ETF TR | 1,045,926 | 13,179,000 | 1.66% | ||
| 14 | ISHARES TR | 257,521 | 13,064,000 | 1.65% | ||
| 15 | JPMORGAN CHASE & CO | 137,681 | 11,881,000 | 1.50% | ||
| 16 | VANGUARD INTL EQUITY INDEX F | 126,154 | 11,862,000 | 1.50% | ||
| 17 | INTEL CORP | 319,524 | 11,589,000 | 1.46% | ||
| 18 | PROCTER AND GAMBLE CO | 136,898 | 11,510,000 | 1.45% | ||
| 19 | APPLE INC | 93,716 | 10,854,000 | 1.37% | ||
| 20 | VANGUARD WORLD FDS | 90,572 | 10,802,000 | 1.36% | ||
| 21 | VANGUARD WORLD FD | 98,698 | 10,332,000 | 1.30% | ||
| 22 | VANGUARD INTL EQUITY INDEX F | 281,280 | 10,064,000 | 1.27% | ||
| 23 | VANGUARD INDEX FDS | 70,834 | 9,135,000 | 1.15% | ||
| 24 | SPDR INDEX SHS FDS | 343,330 | 9,085,000 | 1.15% | ||
| 25 | VERIZON COMMUNICATIONS INC | 167,103 | 8,920,000 | 1.13% | ||
| 26 | AT&T INC | 207,125 | 8,809,000 | 1.11% | ||
| 27 | PFIZER INC | 260,964 | 8,476,000 | 1.07% | ||
| 28 | VANGUARD WORLD FDS | 61,979 | 8,305,000 | 1.05% | ||
| 29 | AUTOMATIC DATA PROCESSING IN | 78,714 | 8,090,000 | 1.02% | ||
| 30 | VANGUARD WORLD FDS | 63,138 | 8,004,000 | 1.01% | ||
| 31 | CATERPILLAR INC | 80,655 | 7,480,000 | 0.94% | ||
| 32 | VANGUARD WHITEHALL FDS | 98,700 | 7,479,000 | 0.94% | ||
| 33 | EXXON MOBIL CORP | 82,127 | 7,413,000 | 0.94% | ||
| 34 | VANGUARD BD INDEX FDS | 90,148 | 7,283,000 | 0.92% | ||
| 35 | CISCO SYS INC | 237,918 | 7,190,000 | 0.91% | ||
| 36 | WALGREENS BOOTS ALLIANCE INC | 86,103 | 7,126,000 | 0.90% | ||
| 37 | US BANCORP DEL | 128,581 | 6,605,000 | 0.83% | ||
| 38 | DU PONT E I DE NEMOURS & CO | 88,428 | 6,491,000 | 0.82% | ||
| 39 | COMCAST CORP NEW | 92,007 | 6,353,000 | 0.80% | ||
| 40 | VANGUARD WORLD FDS | 48,863 | 6,287,000 | 0.79% | ||
| 41 | ISHARES TR | 52,715 | 6,177,000 | 0.78% | ||
| 42 | BERKSHIRE HATHAWAY INC DEL | 37,676 | 6,140,000 | 0.78% | ||
| 43 | VISA INC | 76,917 | 6,001,000 | 0.76% | ||
| 44 | SCHWAB US AGGREGATE BOND ETF | 113,862 | 5,864,000 | 0.74% | ||
| 45 | PEPSICO INC | 55,759 | 5,834,000 | 0.74% | ||
| 46 | 3M CO | 31,204 | 5,572,000 | 0.70% | ||
| 47 | MICROSOFT CORP | 86,176 | 5,355,000 | 0.68% | ||
| 48 | PHILIP MORRIS INTL INC | 55,676 | 5,094,000 | 0.64% | ||
| 49 | AIR PRODS & CHEMS INC | 35,207 | 5,063,000 | 0.64% | ||
| 50 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 57,282 | 4,958,000 | 0.63% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001540141-17-000002, filed 2017.02.09).
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.
