| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ISHARES MSCI EAFE SMALL CAP IDX FD | 27,322 | 1,351,000 | 1.05% | ||
| 52 | COCA COLA CO | 35,444 | 1,437,000 | 1.11% | ||
| 53 | VANGUARD WORLD FD | 11,004 | 1,491,000 | 1.15% | ||
| 54 | AT&T INC | 46,803 | 1,528,000 | 1.18% | ||
| 55 | FORD MTR CO DEL | 96,368 | 1,555,000 | 1.20% | ||
| 56 | POWERSHARES ETF TRUST II | 68,361 | 1,646,000 | 1.27% | ||
| 57 | DBX ETF TR | 58,013 | 1,691,000 | 1.31% | ||
| 58 | VANGUARD INDEX FDS | 23,300 | 1,950,000 | 1.51% | ||
| 59 | KINDER MORGAN INC DEL | 60,996 | 2,565,000 | 1.98% | ||
| 60 | Citigroup Inc | 52,127 | 2,685,000 | 2.08% | ||
| 61 | EXXON MOBIL CORP | 32,571 | 2,768,000 | 2.14% | ||
| 62 | PIMCO ETF TR | 26,474 | 2,915,000 | 2.26% | ||
| 63 | AMERICAN TOWER CORP NEW | 31,457 | 2,961,000 | 2.29% | ||
| 64 | BERKSHIRE HATHAWAY INC DE CL B NEW | 20,969 | 3,026,000 | 2.34% | ||
| 65 | SELECT SECTOR SPDR TR | 129,844 | 3,130,000 | 2.42% | ||
| 66 | VANGUARD INDEX FDS | 30,649 | 3,206,000 | 2.48% | ||
| 67 | GILEAD SCIENCES INC | 34,528 | 3,388,000 | 2.62% | ||
| 68 | POWERSHARES QQQ TRUST | 32,633 | 3,446,000 | 2.67% | ||
| 69 | PEPSICO INC | 36,391 | 3,479,000 | 2.69% | ||
| 70 | VANGUARD INTL EQUITY INDEX F | 87,294 | 3,567,000 | 2.76% | ||
| 71 | BOEING CO | 24,257 | 3,640,000 | 2.82% | ||
| 72 | VANGUARD INTL EQUITY INDEX F | 76,601 | 3,732,000 | 2.89% | ||
| 73 | BANK AMERICA CORP | 251,456 | 3,869,000 | 2.99% | ||
| 74 | VANGUARD SPECIALIZED FUNDS | 52,140 | 4,195,000 | 3.25% | ||
| 75 | GENERAL ELECTRIC CO | 169,473 | 4,204,000 | 3.25% | ||
| 76 | SPDR S&P 500 ETF TR | 22,710 | 4,688,000 | 3.63% | ||
| 77 | VANGUARD INDEX FDS | 56,356 | 4,751,000 | 3.68% | ||
| 78 | VANGUARD INDEX FDS | 36,372 | 4,826,000 | 3.73% | ||
| 79 | VANGUARD SCOTTSDALE FDS | 61,892 | 4,964,000 | 3.84% | ||
| 80 | VANGUARD INDEX FDS | 52,271 | 6,406,000 | 4.96% | ||
| 81 | APPLE COMPUTER INC | 69,422 | 8,638,000 | 6.68% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001597691-15-000002, filed 2015.04.23).
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.
