| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 1,054,233 | 46,576,000 | 12.09% | ||
| 2 | VANGUARD BD INDEX FDS | 535,648 | 43,275,000 | 11.23% | ||
| 3 | VANGUARD SPECIALIZED FUNDS | 405,746 | 34,561,000 | 8.97% | ||
| 4 | VANGUARD INDEX FDS | 245,026 | 27,316,000 | 7.09% | ||
| 5 | VANGUARD WORLD FD | 152,700 | 18,553,000 | 4.82% | ||
| 6 | ISHARES TR | 109,298 | 14,739,000 | 3.83% | ||
| 7 | SELECT SECTOR SPDR TR | 153,762 | 11,581,000 | 3.01% | ||
| 8 | VANGUARD WHITEHALL FDS | 137,590 | 10,425,000 | 2.71% | ||
| 9 | SCHWAB U.S. BROAD MARKET ETF | 187,662 | 10,168,000 | 2.64% | ||
| 10 | ISHARES TR | 99,544 | 9,695,000 | 2.52% | ||
| 11 | SELECT SECTOR SPDR TR | 116,254 | 8,015,000 | 2.08% | ||
| 12 | SELECT SECTOR SPDR TR | 309,270 | 7,191,000 | 1.87% | ||
| 13 | JOHNSON & JOHNSON | 56,874 | 6,552,000 | 1.70% | ||
| 14 | GENERAL ELECTRIC CO | 191,977 | 6,066,000 | 1.57% | ||
| 15 | BERKSHIRE HATHAWAY INC DEL | 36,487 | 5,947,000 | 1.54% | ||
| 16 | MICROSOFT CORP | 90,160 | 5,603,000 | 1.45% | ||
| 17 | ISHARES TR | 80,867 | 4,668,000 | 1.21% | ||
| 18 | EXXON MOBIL CORP | 45,210 | 4,081,000 | 1.06% | ||
| 19 | PEPSICO INC | 37,762 | 3,951,000 | 1.03% | ||
| 20 | INTEL CORP | 97,374 | 3,532,000 | 0.92% | ||
| 21 | CHEVRON CORP NEW | 28,606 | 3,367,000 | 0.87% | ||
| 22 | APPLE INC | 28,783 | 3,334,000 | 0.87% | ||
| 23 | SCHWAB INTERNATIONAL EQUITY ETF | 115,405 | 3,194,000 | 0.83% | ||
| 24 | BB&T CORP | 67,857 | 3,191,000 | 0.83% | ||
| 25 | UNITED TECHNOLOGIES CORP | 27,089 | 2,969,000 | 0.77% | ||
| 26 | 3M CO | 16,229 | 2,898,000 | 0.75% | ||
| 27 | SYSCO CORP | 49,813 | 2,758,000 | 0.72% | ||
| 28 | UNIFI INC COM NEW | 82,956 | 2,707,000 | 0.70% | ||
| 29 | VERIZON COMMUNICATIONS INC | 48,747 | 2,602,000 | 0.68% | ||
| 30 | PROCTER AND GAMBLE CO | 30,013 | 2,523,000 | 0.65% | ||
| 31 | LOWES COS INC | 34,290 | 2,439,000 | 0.63% | ||
| 32 | CISCO SYS INC | 69,348 | 2,096,000 | 0.54% | ||
| 33 | PFIZER INC | 63,637 | 2,067,000 | 0.54% | ||
| 34 | AT&T INC | 46,317 | 1,970,000 | 0.51% | ||
| 35 | INTERNATIONAL BUSINESS MACHS | 11,756 | 1,951,000 | 0.51% | ||
| 36 | STRYKER CORP | 14,710 | 1,762,000 | 0.46% | ||
| 37 | ABBVIE INC | 27,923 | 1,749,000 | 0.45% | ||
| 38 | SCHWAB U.S. LARGE-CAP VALUE ETF | 34,828 | 1,675,000 | 0.43% | ||
| 39 | WELLS FARGO & CO NEW | 29,884 | 1,647,000 | 0.43% | ||
| 40 | ABBOTT LABS | 41,289 | 1,586,000 | 0.41% | ||
| 41 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 28,166 | 1,572,000 | 0.41% | ||
| 42 | JPMORGAN CHASE & CO | 17,751 | 1,532,000 | 0.40% | ||
| 43 | AUTOMATIC DATA PROCESSING IN | 14,647 | 1,505,000 | 0.39% | ||
| 44 | HOME DEPOT INC | 10,933 | 1,466,000 | 0.38% | ||
| 45 | UNITED PARCEL SERVICE INC | 12,572 | 1,441,000 | 0.37% | ||
| 46 | CONOCOPHILLIPS | 25,696 | 1,288,000 | 0.33% | ||
| 47 | SCHWAB U.S. SMALL-CAP ETF | 19,994 | 1,229,000 | 0.32% | ||
| 48 | COCA COLA CO | 28,870 | 1,197,000 | 0.31% | ||
| 49 | TEXAS INSTRS INC | 16,031 | 1,170,000 | 0.30% | ||
| 50 | VANGUARD TAX-MANAGED FDS | 30,884 | 1,129,000 | 0.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-001766, filed 2017.02.09).
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.
