| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | MICROSOFT CORP | 46,214 | 2,365,000 | 2.88% | ||
| 52 | DOW CHEM CO | 54,223 | 2,695,000 | 3.28% | ||
| 53 | LUMEN TECHNOLOGIES INC | 96,093 | 2,788,000 | 3.39% | ||
| 54 | EXELON CORP | 78,448 | 2,852,000 | 3.47% | ||
| 55 | UNILEVER PLC | 63,920 | 3,062,000 | 3.72% | ||
| 56 | ABB LTD | 173,710 | 3,445,000 | 4.19% | ||
| 57 | WISDOMTREE TR | 108,865 | 4,506,000 | 5.48% | ||
| 58 | SCHWAB US AGGREGATE BOND ETF | 91,945 | 4,939,000 | 6.01% | ||
| 59 | AT&T INC | 123,477 | 5,335,000 | 6.49% | ||
| 60 | BERKSHIRE HATHAWAY INC DEL | 38,875 | 5,629,000 | 6.85% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001569067-16-000010, filed 2016.07.25).
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.
