| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | UNITED TECHNOLOGIES CORP | 21,466 | 2,181,000 | 1.02% | ||
| 102 | RESMED INC | 33,758 | 2,187,000 | 1.02% | ||
| 103 | MEDTRONIC PLC | 25,368 | 2,192,000 | 1.02% | ||
| 104 | AMGEN INC | 13,164 | 2,196,000 | 1.02% | ||
| 105 | VANGUARD WHITEHALL FDS | 31,559 | 2,277,000 | 1.06% | ||
| 106 | MORGAN STANLEY | 72,038 | 2,310,000 | 1.08% | ||
| 107 | CHEVRON CORP NEW | 23,508 | 2,420,000 | 1.13% | ||
| 108 | INTEL CORP | 64,960 | 2,453,000 | 1.14% | ||
| 109 | TIME WARNER INC | 31,229 | 2,486,000 | 1.16% | ||
| 110 | ISHARES TR | 16,361 | 2,531,000 | 1.18% | ||
| 111 | CERNER CORP | 41,205 | 2,544,000 | 1.18% | ||
| 112 | EXPRESS SCRIPTS HLDG CO | 36,338 | 2,562,000 | 1.19% | ||
| 113 | REALTY INCOME CORP | 38,395 | 2,570,000 | 1.20% | ||
| 114 | AT&T INC | 66,795 | 2,713,000 | 1.26% | ||
| 115 | DISNEY WALT CO | 29,398 | 2,730,000 | 1.27% | ||
| 116 | PRICELINE GRP INC | 1,856 | 2,731,000 | 1.27% | ||
| 117 | PROCTER AND GAMBLE CO | 30,916 | 2,775,000 | 1.29% | ||
| 118 | AMAZON COM INC | 3,410 | 2,855,000 | 1.33% | ||
| 119 | MICROSOFT CORP | 49,667 | 2,861,000 | 1.33% | ||
| 120 | WELLS FARGO & CO NEW | 64,934 | 2,875,000 | 1.34% | ||
| 121 | PEPSICO INC | 27,063 | 2,944,000 | 1.37% | ||
| 122 | ISHARES TR | 13,691 | 2,979,000 | 1.39% | ||
| 123 | UNION PAC CORP | 32,019 | 3,123,000 | 1.45% | ||
| 124 | TRAVELERS COMPANIES INC | 28,885 | 3,309,000 | 1.54% | ||
| 125 | JOHNSON & JOHNSON | 29,064 | 3,433,000 | 1.60% | ||
| 126 | VANGUARD TAX-MANAGED FDS | 92,351 | 3,455,000 | 1.61% | ||
| 127 | BERKSHIRE HATHAWAY INC DEL | 25,111 | 3,628,000 | 1.69% | ||
| 128 | POWERSHARES QQQ TRUST | 30,950 | 3,674,000 | 1.71% | ||
| 129 | ISHARES MSCI EAFE SMALL CAP IDX FD | 70,629 | 3,702,000 | 1.72% | ||
| 130 | EXXON MOBIL CORP | 42,477 | 3,707,000 | 1.73% | ||
| 131 | QUALCOMM INC | 64,527 | 4,420,000 | 2.06% | ||
| 132 | VANGUARD INTL EQUITY INDEX F | 103,417 | 4,698,000 | 2.19% | ||
| 133 | VANGUARD INTL EQUITY INDEX F | 139,986 | 5,268,000 | 2.45% | ||
| 134 | GENERAL ELECTRIC CO | 184,407 | 5,462,000 | 2.54% | ||
| 135 | CISCO SYS INC | 185,599 | 5,887,000 | 2.74% | ||
| 136 | APPLE INC | 61,231 | 6,923,000 | 3.22% | ||
| 137 | VANGUARD INDEX FDS | 73,392 | 8,170,000 | 3.80% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004625, 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.
