| # | % | |||||
|---|---|---|---|---|---|---|
| 701 | MORGAN STANLEY | 58,965 | 1,890,000 | 0.39% | ||
| 702 | MICROSOFT CORP | 33,506 | 1,930,000 | 0.40% | ||
| 703 | INTERNATIONAL BUSINESS MACHS | 12,200 | 1,938,000 | 0.40% | ||
| 704 | VERIZON COMMUNICATIONS INC | 38,404 | 1,996,000 | 0.41% | ||
| 705 | DISNEY WALT CO | 25,145 | 2,335,000 | 0.48% | ||
| 706 | BERKSHIRE HATHAWAY INC DEL | 16,834 | 2,432,000 | 0.50% | ||
| 707 | IAC INTERACTIVECORP | 43,433 | 2,713,000 | 0.56% | ||
| 708 | ALPHABET INC | 3,466 | 2,787,000 | 0.57% | ||
| 709 | ALPHABET INC | 3,636 | 2,826,000 | 0.58% | ||
| 710 | VANGUARD INTL EQUITY INDEX F | 76,652 | 2,884,000 | 0.59% | ||
| 711 | EXXON MOBIL CORP | 45,146 | 3,940,000 | 0.81% | ||
| 712 | CVS HEALTH CORP | 44,662 | 3,974,000 | 0.82% | ||
| 713 | GENERAL ELECTRIC CO | 142,005 | 4,206,000 | 0.86% | ||
| 714 | ISHARES TR | 51,581 | 4,420,000 | 0.91% | ||
| 715 | AT&T INC | 112,410 | 4,565,000 | 0.94% | ||
| 716 | JOHNSON & JOHNSON | 43,568 | 5,147,000 | 1.06% | ||
| 717 | PROCTER AND GAMBLE CO | 57,639 | 5,173,000 | 1.06% | ||
| 718 | LAUDER ESTEE COS INC | 73,300 | 6,491,000 | 1.33% | ||
| 719 | FACEBOOK INC | 83,615 | 10,725,000 | 2.20% | ||
| 720 | APPLE INC | 99,219 | 11,217,000 | 2.30% | ||
| 721 | SPDR S&P 500 ETF TR | 53,077 | 11,481,000 | 2.36% | ||
| 722 | ISHARES TR | 71,902 | 12,563,000 | 2.58% | ||
| 723 | VANGUARD INDEX FDS | 135,407 | 15,075,000 | 3.10% | ||
| 724 | EATON VANCE TAX ADVT DIV INC | 819,232 | 16,508,000 | 3.39% | ||
| 725 | VANGUARD INDEX FDS | 215,579 | 27,905,000 | 5.73% | ||
| 726 | VANGUARD WHITEHALL FDS | 407,960 | 29,430,000 | 6.04% | ||
| 727 | VANGUARD SPECIALIZED FUNDS | 463,501 | 38,902,000 | 7.99% | ||
| 728 | SPDR SER TR | 1,758,517 | 148,348,000 | 30.47% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001599330-16-000009, filed 2016.10.25).
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.
