| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | COSTCO WHSL CORP NEW | 1,978 | 312,000 | 0.35% | ||
| 52 | VANGUARD BD INDEX FDS | 3,580 | 296,000 | 0.33% | ||
| 53 | PUBLIC SVC ENTERPRISE GRP IN | 6,251 | 295,000 | 0.33% | ||
| 54 | MARSH & MCLENNAN COS INC | 4,815 | 293,000 | 0.33% | ||
| 55 | VANGUARD INDEX FDS | 2,540 | 283,000 | 0.32% | ||
| 56 | EATON VANCE MUN INCOME 2028 | 13,896 | 274,000 | 0.31% | ||
| 57 | CHEVRON CORP NEW | 2,730 | 260,000 | 0.29% | ||
| 58 | PIEDMONT OFFICE REALTY TR INC COM CL A | 12,800 | 260,000 | 0.29% | ||
| 59 | PIMCO ETF TR | 5,000 | 253,000 | 0.28% | ||
| 60 | ENTERPRISE PRODS PARTNERS L | 9,688 | 239,000 | 0.27% | ||
| 61 | AMGEN INC | 1,588 | 238,000 | 0.27% | ||
| 62 | SCHWAB U.S. SMALL-CAP ETF | 4,478 | 233,000 | 0.26% | ||
| 63 | PG&E CORP | 3,461 | 207,000 | 0.23% | ||
| 64 | GRAMERCY PROPERTY TRUST | 12,309 | 104,000 | 0.12% | ||
| 65 | CLEARSIGN COMBUSTION CRP | 16,100 | 64,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001569067-16-000009, filed 2016.04.28).
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.
