| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | ISHARES TR | 33,780 | 3,785,000 | 1.86% | ||
| 102 | COMCAST CORP NEW | 56,381 | 3,893,000 | 1.91% | ||
| 103 | INTEL CORP | 112,703 | 4,088,000 | 2.01% | ||
| 104 | AUTOMATIC DATA PROCESSING IN | 40,147 | 4,126,000 | 2.02% | ||
| 105 | APPLE INC | 37,445 | 4,337,000 | 2.13% | ||
| 106 | BOEING CO | 27,900 | 4,343,000 | 2.13% | ||
| 107 | BECTON DICKINSON & CO | 27,720 | 4,589,000 | 2.25% | ||
| 108 | UnitedHealth Group Inc | 30,586 | 4,895,000 | 2.40% | ||
| 109 | VANGUARD TAX-MANAGED FDS | 151,135 | 5,522,000 | 2.71% | ||
| 110 | ISHARES TR | 42,915 | 5,787,000 | 2.84% | ||
| 111 | ISHARES MSCI EAFE SMALL CAP IDX FD | 118,464 | 5,905,000 | 2.90% | ||
| 112 | S&P MidCap 400 Spdrs | 20,684 | 6,241,000 | 3.06% | ||
| 113 | Powershares QQQ Trust | 76,993 | 9,122,000 | 4.47% | ||
| 114 | ISHARES TR | 128,064 | 13,434,000 | 6.59% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001546865-19-000012, filed 2019.08.21).
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.
