| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3M CO | 36,202 | 6,926,000 | 2.86% | ||
| 2 | APPLE INC | 41,696 | 5,990,000 | 2.48% | ||
| 3 | VANGUARD INDEX FDS | 26,134 | 5,654,000 | 2.34% | ||
| 4 | LEGGETT &PLATT INC | 98,163 | 4,940,000 | 2.04% | ||
| 5 | EXXON MOBIL CORP | 54,706 | 4,486,000 | 1.85% | ||
| 6 | VANGUARD TAX-MANAGED FDS | 110,112 | 4,327,000 | 1.79% | ||
| 7 | VISA INC | 45,164 | 4,014,000 | 1.66% | ||
| 8 | ISHARES TR | 15,677 | 3,719,000 | 1.54% | ||
| 9 | ALPHABET INC | 4,121 | 3,493,000 | 1.44% | ||
| 10 | JPMORGAN CHASE & CO | 38,989 | 3,424,000 | 1.42% | ||
| 11 | GENERAL ELECTRIC CO | 114,852 | 3,422,000 | 1.41% | ||
| 12 | AT&T INC | 82,315 | 3,421,000 | 1.41% | ||
| 13 | JOHNSON & JOHNSON | 26,809 | 3,340,000 | 1.38% | ||
| 14 | MICROSOFT CORP | 48,957 | 3,225,000 | 1.33% | ||
| 15 | ISHARES MSCI EAFE SMALL CAP IDX FD | 58,844 | 3,186,000 | 1.32% | ||
| 16 | COCA COLA CO | 64,042 | 2,718,000 | 1.12% | ||
| 17 | BERKSHIRE HATHAWAY INC DEL | 15,725 | 2,621,000 | 1.08% | ||
| 18 | VERIZON COMMUNICATIONS INC | 53,313 | 2,600,000 | 1.07% | ||
| 19 | PEPSICO INC | 23,229 | 2,599,000 | 1.07% | ||
| 20 | BERKSHIRE HATHAWAY INC DEL | 10 | 2,499,000 | 1.03% | ||
| 21 | PROCTER AND GAMBLE CO | 26,655 | 2,395,000 | 0.99% | ||
| 22 | LOWES COS INC | 27,742 | 2,281,000 | 0.94% | ||
| 23 | CHEVRON CORP NEW | 21,030 | 2,258,000 | 0.93% | ||
| 24 | NEXTERA ENERGY INC | 17,252 | 2,215,000 | 0.92% | ||
| 25 | WELLS FARGO & CO NEW | 38,257 | 2,129,000 | 0.88% | ||
| 26 | UNITEDHEALTH GROUP INC | 12,624 | 2,070,000 | 0.86% | ||
| 27 | BB&T CORP | 44,632 | 1,994,000 | 0.82% | ||
| 28 | HOME DEPOT INC | 13,522 | 1,985,000 | 0.82% | ||
| 29 | BLACKROCK INC | 5,147 | 1,974,000 | 0.82% | ||
| 30 | UNITED TECHNOLOGIES CORP | 17,261 | 1,937,000 | 0.80% | ||
| 31 | LINCOLN NATL CORP IND | 29,444 | 1,927,000 | 0.80% | ||
| 32 | MASTERCARD INCORPORATED | 16,193 | 1,821,000 | 0.75% | ||
| 33 | ABBVIE INC | 27,921 | 1,819,000 | 0.75% | ||
| 34 | ALPHABET INC | 2,189 | 1,816,000 | 0.75% | ||
| 35 | ORACLE CORP | 39,980 | 1,784,000 | 0.74% | ||
| 36 | VANGUARD INDEX FDS | 17,107 | 1,709,000 | 0.71% | ||
| 37 | THERMO FISHER SCIENTIFIC INC | 10,812 | 1,660,000 | 0.69% | ||
| 38 | MERCK & CO INC | 25,558 | 1,623,000 | 0.67% | ||
| 39 | ISHARES TR | 14,088 | 1,615,000 | 0.67% | ||
| 40 | VANGUARD INDEX FDS | 11,443 | 1,593,000 | 0.66% | ||
| 41 | INTEL CORP | 43,196 | 1,558,000 | 0.64% | ||
| 42 | CISCO SYS INC | 45,731 | 1,546,000 | 0.64% | ||
| 43 | VANGUARD BD INDEX FDS | 19,193 | 1,530,000 | 0.63% | ||
| 44 | EXPRESS SCRIPTS HLDG CO | 23,183 | 1,528,000 | 0.63% | ||
| 45 | ISHARES TR | 16,697 | 1,521,000 | 0.63% | ||
| 46 | AMERISOURCEBERGEN CORP | 17,177 | 1,520,000 | 0.63% | ||
| 47 | TRAVELERS COMPANIES INC | 12,230 | 1,474,000 | 0.61% | ||
| 48 | FACEBOOK INC | 10,344 | 1,469,000 | 0.61% | ||
| 49 | DANAHER CORP DEL | 16,846 | 1,441,000 | 0.60% | ||
| 50 | PFIZER INC | 41,893 | 1,434,000 | 0.59% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001625292-17-000003, filed 2017.05.08).
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.
