| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3M CO | 36,350 | 6,491,000 | 2.87% | ||
| 2 | VANGUARD INDEX FDS | 27,967 | 5,742,000 | 2.54% | ||
| 3 | LEGGETT &PLATT INC | 98,163 | 4,798,000 | 2.12% | ||
| 4 | EXXON MOBIL CORP | 52,885 | 4,773,000 | 2.11% | ||
| 5 | APPLE INC | 40,177 | 4,654,000 | 2.06% | ||
| 6 | AT&T INC | 83,990 | 3,573,000 | 1.58% | ||
| 7 | GENERAL ELECTRIC CO | 106,176 | 3,356,000 | 1.48% | ||
| 8 | VISA INC | 42,694 | 3,331,000 | 1.47% | ||
| 9 | JPMORGAN CHASE & CO | 38,567 | 3,328,000 | 1.47% | ||
| 10 | ISHARES TR | 14,565 | 3,277,000 | 1.45% | ||
| 11 | VANGUARD TAX-MANAGED FDS | 89,396 | 3,266,000 | 1.44% | ||
| 12 | JOHNSON & JOHNSON | 27,326 | 3,149,000 | 1.39% | ||
| 13 | MICROSOFT CORP | 47,266 | 2,936,000 | 1.30% | ||
| 14 | ALPHABET INC | 3,655 | 2,896,000 | 1.28% | ||
| 15 | VERIZON COMMUNICATIONS INC | 51,619 | 2,755,000 | 1.22% | ||
| 16 | COCA COLA CO | 65,287 | 2,707,000 | 1.20% | ||
| 17 | ISHARES MSCI EAFE SMALL CAP IDX FD | 51,384 | 2,561,000 | 1.13% | ||
| 18 | BERKSHIRE HATHAWAY INC DEL | 15,508 | 2,527,000 | 1.12% | ||
| 19 | CHEVRON CORP NEW | 21,114 | 2,486,000 | 1.10% | ||
| 20 | BERKSHIRE HATHAWAY INC DEL | 10 | 2,441,000 | 1.08% | ||
| 21 | PEPSICO INC | 23,090 | 2,416,000 | 1.07% | ||
| 22 | LOWES COS INC | 32,238 | 2,293,000 | 1.01% | ||
| 23 | NEXTERA ENERGY INC | 18,293 | 2,185,000 | 0.97% | ||
| 24 | BB&T CORP | 44,632 | 2,099,000 | 0.93% | ||
| 25 | UNITEDHEALTH GROUP INC | 12,985 | 2,078,000 | 0.92% | ||
| 26 | PROCTER AND GAMBLE CO | 24,579 | 2,066,000 | 0.91% | ||
| 27 | BLACKROCK INC | 5,373 | 2,045,000 | 0.90% | ||
| 28 | WELLS FARGO & CO NEW | 35,930 | 1,979,000 | 0.88% | ||
| 29 | LINCOLN NATL CORP IND | 29,444 | 1,951,000 | 0.86% | ||
| 30 | HOME DEPOT INC | 13,848 | 1,856,000 | 0.82% | ||
| 31 | ABBVIE INC | 29,335 | 1,837,000 | 0.81% | ||
| 32 | UNITED TECHNOLOGIES CORP | 16,534 | 1,812,000 | 0.80% | ||
| 33 | MASTERCARD INCORPORATED | 15,864 | 1,638,000 | 0.72% | ||
| 34 | TRAVELERS COMPANIES INC | 13,277 | 1,626,000 | 0.72% | ||
| 35 | VANGUARD INDEX FDS | 16,932 | 1,624,000 | 0.72% | ||
| 36 | ISHARES TR | 18,251 | 1,617,000 | 0.72% | ||
| 37 | CISCO SYS INC | 53,441 | 1,615,000 | 0.71% | ||
| 38 | EXPRESS SCRIPTS HLDG CO | 23,365 | 1,607,000 | 0.71% | ||
| 39 | ISHARES TR | 14,088 | 1,594,000 | 0.71% | ||
| 40 | INTEL CORP | 43,693 | 1,585,000 | 0.70% | ||
| 41 | ALPHABET INC | 2,038 | 1,573,000 | 0.70% | ||
| 42 | VANGUARD INDEX FDS | 11,680 | 1,537,000 | 0.68% | ||
| 43 | THERMO FISHER SCIENTIFIC INC | 10,668 | 1,506,000 | 0.67% | ||
| 44 | MERCK & CO INC | 25,572 | 1,506,000 | 0.67% | ||
| 45 | ORACLE CORP | 37,551 | 1,444,000 | 0.64% | ||
| 46 | ACCENTURE PLC IRELAND | 12,024 | 1,408,000 | 0.62% | ||
| 47 | LOCKHEED MARTIN CORP | 5,010 | 1,252,000 | 0.55% | ||
| 48 | UNION PAC CORP | 12,050 | 1,250,000 | 0.55% | ||
| 49 | CVS HEALTH CORP | 15,761 | 1,243,000 | 0.55% | ||
| 50 | DANAHER CORP DEL | 15,861 | 1,234,000 | 0.55% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001625292-17-000002, filed 2017.02.14).
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.
