| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | M & T BK CORP | 2,915 | 456,000 | 0.33% | ||
| 52 | BERKSHIRE HATHAWAY INC DEL | 2,774 | 452,000 | 0.33% | ||
| 53 | SCHLUMBERGER LTD | 5,322 | 447,000 | 0.32% | ||
| 54 | SCHWAB US TIPS ETF | 8,079 | 443,000 | 0.32% | ||
| 55 | GENERAL ELECTRIC CO | 13,202 | 417,000 | 0.30% | ||
| 56 | VANGUARD INDEX FDS | 2,806 | 362,000 | 0.26% | ||
| 57 | WALGREENS BOOTS ALLIANCE INC | 4,212 | 349,000 | 0.25% | ||
| 58 | PROCTER AND GAMBLE CO | 4,139 | 348,000 | 0.25% | ||
| 59 | JPMORGAN CHASE & CO | 3,891 | 336,000 | 0.24% | ||
| 60 | ISHARES TR | 3,951 | 334,000 | 0.24% | ||
| 61 | VANGUARD INDEX FDS | 2,474 | 326,000 | 0.24% | ||
| 62 | CHEVRON CORP NEW | 2,634 | 310,000 | 0.23% | ||
| 63 | VANGUARD INTL EQUITY INDEX F | 8,490 | 304,000 | 0.22% | ||
| 64 | ISHARES TR | 12,149 | 303,000 | 0.22% | ||
| 65 | REPUBLIC SVCS INC | 5,166 | 295,000 | 0.21% | ||
| 66 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL EMERG | 11,625 | 278,000 | 0.20% | ||
| 67 | PERRY ELLIS INTL INC | 10,661 | 266,000 | 0.19% | ||
| 68 | BERKSHIRE HATHAWAY INC DEL | 100 | 244,000 | 0.18% | ||
| 69 | SPDR INDEX SHS FDS | 5,882 | 234,000 | 0.17% | ||
| 70 | EXELON CORP | 6,438 | 228,000 | 0.17% | ||
| 71 | JOHNSON & JOHNSON | 1,892 | 218,000 | 0.16% | ||
| 72 | COMCAST CORP NEW | 3,119 | 215,000 | 0.16% | ||
| 73 | UNDER ARMOUR INC | 7,269 | 211,000 | 0.15% | ||
| 74 | AES CORP | 11,425 | 133,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-17-000500, filed 2017.01.30).
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.
