| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | PEPSICO INC | 5,855 | 560,000 | 0.06% | ||
| 52 | GENERAL ELECTRIC CO | 21,503 | 533,000 | 0.06% | ||
| 53 | ORACLE CORP | 12,080 | 521,000 | 0.06% | ||
| 54 | COLGATE PALMOLIVE CO | 7,350 | 510,000 | 0.06% | ||
| 55 | MERCK & CO INC | 8,849 | 509,000 | 0.06% | ||
| 56 | COCA COLA CO | 12,466 | 505,000 | 0.06% | ||
| 57 | VANGUARD WORLD FD | 3,718 | 504,000 | 0.06% | ||
| 58 | VERIZON COMMUNICATIONS INC | 10,301 | 501,000 | 0.06% | ||
| 59 | ISHARES | 7,900 | 466,000 | 0.05% | ||
| 60 | ISHARES 20 YEAR TREASURY BOND ETF | 3,500 | 457,000 | 0.05% | ||
| 61 | GILEAD SCIENCES INC | 4,610 | 452,000 | 0.05% | ||
| 62 | EATON VANCE TAX-MANAGED GLOBAL COM | 45,131 | 438,000 | 0.05% | ||
| 63 | GENERAL MLS INC | 7,702 | 436,000 | 0.05% | ||
| 64 | VISA INC | 6,349 | 415,000 | 0.05% | ||
| 65 | ISHARES TR | 6,200 | 409,000 | 0.05% | ||
| 66 | INTERNATIONAL BUSINESS MACHS | 2,376 | 381,000 | 0.04% | ||
| 67 | CHEVRON CORP NEW | 3,290 | 345,000 | 0.04% | ||
| 68 | BOEING CO | 2,141 | 321,000 | 0.04% | ||
| 69 | ABBVIE INC | 4,818 | 282,000 | 0.03% | ||
| 70 | ISHARES TR | 2,439 | 273,000 | 0.03% | ||
| 71 | MONDELEZ INTL INC | 7,527 | 272,000 | 0.03% | ||
| 72 | ABBOTT LABS | 5,309 | 246,000 | 0.03% | ||
| 73 | CU Bancorp Calif | 10,087 | 229,000 | 0.03% | ||
| 74 | BERKSHIRE HATHAWAY INC DEL | 1 | 217,000 | 0.02% | ||
| 75 | MICROSOFT CORP | 5,154 | 210,000 | 0.02% | ||
| 76 | EXXON MOBIL CORP | 2,454 | 209,000 | 0.02% | ||
| 77 | BRISTOL MYERS SQUIBB CO | 3,135 | 202,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001208, filed 2015.05.14).
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.
