| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXXON MOBIL CORP | 58,223 | 5,458,000 | 4.07% | ||
| 2 | VANGUARD WORLD FD | 48,777 | 5,224,000 | 3.90% | ||
| 3 | SCHWAB U.S. MID-CAP ETF | 88,696 | 3,726,000 | 2.78% | ||
| 4 | JOHNSON & JOHNSON | 30,240 | 3,668,000 | 2.74% | ||
| 5 | GENERAL ELECTRIC CO | 115,357 | 3,631,000 | 2.71% | ||
| 6 | LOWES COS INC | 37,687 | 2,984,000 | 2.23% | ||
| 7 | VERIZON COMMUNICATIONS INC | 53,223 | 2,972,000 | 2.22% | ||
| 8 | SPDR FTSE SP INS ETF | 38,982 | 2,772,000 | 2.07% | ||
| 9 | DISNEY WALT CO | 28,089 | 2,748,000 | 2.05% | ||
| 10 | ALPHABET INC | 3,808 | 2,636,000 | 1.97% | ||
| 11 | CVS HEALTH CORP | 27,080 | 2,593,000 | 1.93% | ||
| 12 | UNITED TECHNOLOGIES CORP | 25,005 | 2,564,000 | 1.91% | ||
| 13 | DUKE ENERGY CORP NEW | 29,486 | 2,530,000 | 1.89% | ||
| 14 | ORACLE CORP | 60,216 | 2,465,000 | 1.84% | ||
| 15 | JPMORGAN CHASE & CO | 39,002 | 2,424,000 | 1.81% | ||
| 16 | WABTEC | 32,348 | 2,272,000 | 1.70% | ||
| 17 | SPECTRA ENERGY CORP | 60,304 | 2,209,000 | 1.65% | ||
| 18 | WELLS FARGO & CO NEW | 46,535 | 2,203,000 | 1.64% | ||
| 19 | PHILIP MORRIS INTL INC | 20,719 | 2,108,000 | 1.57% | ||
| 20 | PEPSICO INC | 19,391 | 2,054,000 | 1.53% | ||
| 21 | PROCTER AND GAMBLE CO | 24,151 | 2,045,000 | 1.53% | ||
| 22 | MICROSOFT CORP | 38,196 | 1,954,000 | 1.46% | ||
| 23 | VANGUARD WHITEHALL FDS | 27,245 | 1,947,000 | 1.45% | ||
| 24 | DU PONT E I DE NEMOURS & CO | 29,484 | 1,911,000 | 1.43% | ||
| 25 | AMGEN INC | 12,445 | 1,894,000 | 1.41% | ||
| 26 | BIOGEN INC | 7,670 | 1,855,000 | 1.38% | ||
| 27 | VISA INC | 23,878 | 1,771,000 | 1.32% | ||
| 28 | VANGUARD WORLD FDS | 13,510 | 1,648,000 | 1.23% | ||
| 29 | MERCK & CO INC | 28,505 | 1,642,000 | 1.23% | ||
| 30 | AMERICAN TOWER CORP NEW | 14,088 | 1,601,000 | 1.19% | ||
| 31 | APPLE INC | 16,312 | 1,559,000 | 1.16% | ||
| 32 | TARGET CORP | 21,404 | 1,494,000 | 1.11% | ||
| 33 | BB&T CORP | 40,520 | 1,443,000 | 1.08% | ||
| 34 | CHEVRON CORP NEW | 13,738 | 1,440,000 | 1.07% | ||
| 35 | NEXTERA ENERGY INC | 10,642 | 1,388,000 | 1.04% | ||
| 36 | SCHLUMBERGER LTD | 17,367 | 1,373,000 | 1.02% | ||
| 37 | US BANCORP DEL | 32,541 | 1,312,000 | 0.98% | ||
| 38 | INTEL CORP | 39,754 | 1,304,000 | 0.97% | ||
| 39 | DOMINION ENERGY INC | 16,118 | 1,256,000 | 0.94% | ||
| 40 | SELECT SECTOR SPDR TR | 23,148 | 1,215,000 | 0.91% | ||
| 41 | UNITEDHEALTH GROUP INC | 8,575 | 1,211,000 | 0.90% | ||
| 42 | SPDR SER TR | 14,149 | 1,187,000 | 0.89% | ||
| 43 | GENERAL DYNAMICS CORP | 8,099 | 1,128,000 | 0.84% | ||
| 44 | GOLDMAN SACHS GROUP INC | 7,254 | 1,078,000 | 0.80% | ||
| 45 | AT&T INC | 24,288 | 1,049,000 | 0.78% | ||
| 46 | EMERSON ELEC CO | 19,991 | 1,043,000 | 0.78% | ||
| 47 | BRISTOL MYERS SQUIBB CO | 13,289 | 977,000 | 0.73% | ||
| 48 | COLGATE PALMOLIVE CO | 13,057 | 956,000 | 0.71% | ||
| 49 | UNILEVER PLC | 19,792 | 948,000 | 0.71% | ||
| 50 | BERKSHIRE HATHAWAY INC DEL | 6,352 | 920,000 | 0.69% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-16-010434, filed 2016.07.07).
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.
