| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 95,670 | 13,744,000 | 7.17% | ||
| 2 | ISHARES TR | 33,909 | 8,046,000 | 4.20% | ||
| 3 | EXXON MOBIL CORP | 80,811 | 6,627,000 | 3.46% | ||
| 4 | JOHNSON & JOHNSON | 49,040 | 6,108,000 | 3.19% | ||
| 5 | VANGUARD INDEX FDS | 47,468 | 5,759,000 | 3.00% | ||
| 6 | CHEVRON CORP NEW | 42,429 | 4,556,000 | 2.38% | ||
| 7 | 3M CO | 22,735 | 4,350,000 | 2.27% | ||
| 8 | INTERNATIONAL BUSINESS MACHS | 22,016 | 3,834,000 | 2.00% | ||
| 9 | AMAZON COM INC | 3,939 | 3,492,000 | 1.82% | ||
| 10 | ISHARES TR | 55,287 | 3,444,000 | 1.80% | ||
| 11 | BERKSHIRE HATHAWAY INC DEL | 19,633 | 3,272,000 | 1.71% | ||
| 12 | MCDONALDS CORP | 25,225 | 3,269,000 | 1.71% | ||
| 13 | ISHARES TR | 34,783 | 3,169,000 | 1.65% | ||
| 14 | MICROSOFT CORP | 48,032 | 3,163,000 | 1.65% | ||
| 15 | JPMORGAN CHASE & CO | 33,824 | 2,971,000 | 1.55% | ||
| 16 | HONEYWELL INTL INC | 22,982 | 2,870,000 | 1.50% | ||
| 17 | GENERAL ELECTRIC CO | 86,534 | 2,579,000 | 1.35% | ||
| 18 | AT&T INC | 60,714 | 2,523,000 | 1.32% | ||
| 19 | KIMBERLY CLARK CORP | 18,701 | 2,462,000 | 1.28% | ||
| 20 | PFIZER INC | 69,757 | 2,386,000 | 1.24% | ||
| 21 | ZIONS BANCORPORATION | 50,736 | 2,131,000 | 1.11% | ||
| 22 | SPDR S&P 500 ETF TR | 8,844 | 2,085,000 | 1.09% | ||
| 23 | BRISTOL MYERS SQUIBB CO | 36,218 | 1,970,000 | 1.03% | ||
| 24 | PEPSICO INC | 17,133 | 1,917,000 | 1.00% | ||
| 25 | CATERPILLAR INC | 20,625 | 1,913,000 | 1.00% | ||
| 26 | AMGEN INC | 10,906 | 1,789,000 | 0.93% | ||
| 27 | BIOGEN INC | 6,451 | 1,764,000 | 0.92% | ||
| 28 | ALPHABET INC | 1,922 | 1,629,000 | 0.85% | ||
| 29 | VERIZON COMMUNICATIONS INC | 33,215 | 1,619,000 | 0.84% | ||
| 30 | CVS HEALTH CORP | 20,463 | 1,606,000 | 0.84% | ||
| 31 | ALPHABET INC | 1,890 | 1,568,000 | 0.82% | ||
| 32 | VANGUARD INDEX FDS | 18,826 | 1,555,000 | 0.81% | ||
| 33 | LILLY ELI & CO | 17,592 | 1,480,000 | 0.77% | ||
| 34 | AMERISOURCEBERGEN CORP | 15,996 | 1,416,000 | 0.74% | ||
| 35 | HOME DEPOT INC | 9,524 | 1,398,000 | 0.73% | ||
| 36 | ALTRIA GROUP INC | 18,330 | 1,309,000 | 0.68% | ||
| 37 | WOODWARD INC | 19,134 | 1,300,000 | 0.68% | ||
| 38 | CALAVO GROWERS INC COM | 21,013 | 1,273,000 | 0.66% | ||
| 39 | COSTCO WHSL CORP NEW | 7,556 | 1,267,000 | 0.66% | ||
| 40 | MERCK & CO INC | 19,079 | 1,212,000 | 0.63% | ||
| 41 | ABBVIE INC | 18,536 | 1,208,000 | 0.63% | ||
| 42 | VANGUARD INTL EQUITY INDEX F | 11,746 | 1,206,000 | 0.63% | ||
| 43 | COMCAST CORP NEW | 30,928 | 1,163,000 | 0.61% | ||
| 44 | WALGREENS BOOTS ALLIANCE INC | 12,728 | 1,057,000 | 0.55% | ||
| 45 | PHILIP MORRIS INTL INC | 9,012 | 1,017,000 | 0.53% | ||
| 46 | OCCIDENTAL PETE CORP DEL | 15,990 | 1,013,000 | 0.53% | ||
| 47 | SM ENERGY CO | 41,497 | 997,000 | 0.52% | ||
| 48 | DISNEY WALT CO | 8,461 | 959,000 | 0.50% | ||
| 49 | BROWN FORMAN CORP | 20,728 | 957,000 | 0.50% | ||
| 50 | ABBOTT LABS | 21,460 | 953,000 | 0.50% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001583751-17-000002, filed 2017.05.04).
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.
