| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 34,067 | 4,273,000 | 4.38% | ||
| 2 | ISHARES TR | 32,975 | 3,587,000 | 3.68% | ||
| 3 | POLARIS INDS INC | 22,130 | 3,278,000 | 3.36% | ||
| 4 | MICROSOFT CORP | 58,153 | 2,567,000 | 2.63% | ||
| 5 | WALGREENS BOOTS ALLIANCE INC | 26,536 | 2,241,000 | 2.30% | ||
| 6 | ORACLE CORP | 53,636 | 2,162,000 | 2.22% | ||
| 7 | EXXON MOBIL CORP | 25,614 | 2,131,000 | 2.18% | ||
| 8 | JPMORGAN CHASE & CO | 30,846 | 2,090,000 | 2.14% | ||
| 9 | JOHNSON & JOHNSON | 20,965 | 2,043,000 | 2.09% | ||
| 10 | UNITED TECHNOLOGIES CORP | 15,939 | 1,768,000 | 1.81% | ||
| 11 | ISHARES TR | 13,897 | 1,637,000 | 1.68% | ||
| 12 | ISHARES TR | 40,563 | 1,607,000 | 1.65% | ||
| 13 | SPDR S&P MIDCAP 400 ETF TR | 5,560 | 1,519,000 | 1.56% | ||
| 14 | BERKSHIRE HATHAWAY INC DEL | 11,020 | 1,500,000 | 1.54% | ||
| 15 | ALLSTATE CORP | 21,093 | 1,368,000 | 1.40% | ||
| 16 | ISHARES TR | 10,082 | 1,321,000 | 1.35% | ||
| 17 | ABBVIE INC | 18,029 | 1,211,000 | 1.24% | ||
| 18 | AT&T INC | 33,067 | 1,175,000 | 1.20% | ||
| 19 | SHERWIN WILLIAMS CO | 3,815 | 1,049,000 | 1.08% | ||
| 20 | COSTCO WHSL CORP NEW | 7,472 | 1,009,000 | 1.03% | ||
| 21 | ISHARES TR | 7,677 | 990,000 | 1.01% | ||
| 22 | WELLS FARGO & CO NEW | 16,530 | 930,000 | 0.95% | ||
| 23 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 8,521 | 928,000 | 0.95% | ||
| 24 | ISHARES TR | 14,324 | 909,000 | 0.93% | ||
| 25 | SPDR MSCI ACWI EX-US | 26,200 | 902,000 | 0.92% | ||
| 26 | INTEL CORP | 29,385 | 894,000 | 0.92% | ||
| 27 | ESSEX PPTY TR INC | 4,149 | 882,000 | 0.90% | ||
| 28 | VANGUARD INTL EQUITY INDEX F | 20,978 | 858,000 | 0.88% | ||
| 29 | ISHARES TR | 7,539 | 845,000 | 0.87% | ||
| 30 | ISHARES TR | 7,279 | 842,000 | 0.86% | ||
| 31 | MERCK & CO INC | 14,661 | 835,000 | 0.86% | ||
| 32 | CHEVRON CORP NEW | 8,576 | 827,000 | 0.85% | ||
| 33 | ABBOTT LABS | 16,849 | 827,000 | 0.85% | ||
| 34 | INTERNATIONAL BUSINESS MACHS | 5,025 | 817,000 | 0.84% | ||
| 35 | BRISTOL MYERS SQUIBB CO | 12,058 | 802,000 | 0.82% | ||
| 36 | GENERAL ELECTRIC CO | 27,934 | 742,000 | 0.76% | ||
| 37 | VMWARE A | 8,631 | 740,000 | 0.76% | ||
| 38 | CATERPILLAR INC | 8,530 | 724,000 | 0.74% | ||
| 39 | 3M CO | 4,683 | 723,000 | 0.74% | ||
| 40 | LOWES COS INC | 10,750 | 720,000 | 0.74% | ||
| 41 | GENERAL MLS INC | 12,826 | 715,000 | 0.73% | ||
| 42 | UNITEDHEALTH GROUP INC | 5,740 | 700,000 | 0.72% | ||
| 43 | iShares MSCI Japan ETF | 53,994 | 692,000 | 0.71% | ||
| 44 | ISHARES TR | 3,983 | 675,000 | 0.69% | ||
| 45 | HOME DEPOT INC | 6,060 | 673,000 | 0.69% | ||
| 46 | VARIAN MED SYS I | 7,878 | 664,000 | 0.68% | ||
| 47 | CISCO SYS INC | 23,422 | 643,000 | 0.66% | ||
| 48 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 1,188 | 642,000 | 0.66% | ||
| 49 | SALESFORCE COM INC | 9,176 | 639,000 | 0.65% | ||
| 50 | DISNEY WALT CO | 5,508 | 629,000 | 0.64% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001575151-15-000006, filed 2015.08.10).
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.
