| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 3M CO | 40,112 | 6,591,203 | 4.98% | ||
| 2 | VANGUARD BD INDEX FDS | 68,263 | 5,457,636 | 4.13% | ||
| 3 | ISHARES TR | 42,716 | 4,492,953 | 3.40% | ||
| 4 | EXXON MOBIL CORP | 36,084 | 3,335,996 | 2.52% | ||
| 5 | SPDR S&P 500 ETF TR | 15,861 | 3,260,203 | 2.47% | ||
| 6 | VANGUARD INDEX FDS | 38,848 | 3,146,726 | 2.38% | ||
| 7 | INTEL CORP | 82,712 | 3,001,633 | 2.27% | ||
| 8 | ISHARES TR | 22,172 | 2,647,591 | 2.00% | ||
| 9 | ISHARES TR | 23,811 | 2,634,733 | 1.99% | ||
| 10 | REALTY INCOME CORP | 55,157 | 2,631,561 | 1.99% | ||
| 11 | NEXTERA ENERGY INC | 22,875 | 2,431,484 | 1.84% | ||
| 12 | ISHARES TR | 21,132 | 2,327,146 | 1.76% | ||
| 13 | AMGEN INC | 14,392 | 2,292,501 | 1.73% | ||
| 14 | VANGUARD INTL EQUITY INDEX F | 48,540 | 2,274,600 | 1.72% | ||
| 15 | SPDR GOLD TR | 19,313 | 2,193,570 | 1.66% | ||
| 16 | SCHLUMBERGER LTD | 25,281 | 2,159,287 | 1.63% | ||
| 17 | JOHNSON & JOHNSON | 18,787 | 1,964,562 | 1.49% | ||
| 18 | APPLE INC | 17,577 | 1,940,149 | 1.47% | ||
| 19 | AT&T INC | 57,645 | 1,936,297 | 1.46% | ||
| 20 | VANGUARD INDEX FDS | 16,138 | 1,882,701 | 1.42% | ||
| 21 | VISA INC | 6,992 | 1,833,489 | 1.39% | ||
| 22 | VERIZON COMMUNICATIONS INC | 36,569 | 1,710,718 | 1.29% | ||
| 23 | MCDONALDS CORP | 17,954 | 1,682,334 | 1.27% | ||
| 24 | ISHARES TR | 16,896 | 1,426,869 | 1.08% | ||
| 25 | WASHINGTON REAL ESTATE INVT | 50,835 | 1,406,117 | 1.06% | ||
| 26 | CHEVRON CORP NEW | 12,162 | 1,364,428 | 1.03% | ||
| 27 | NUCOR CORP | 27,117 | 1,330,097 | 1.01% | ||
| 28 | UNITED THERAPEUTICS | 10,191 | 1,319,632 | 1.00% | ||
| 29 | CVS HEALTH CORP | 13,589 | 1,308,767 | 0.99% | ||
| 30 | VANGUARD INDEX FDS | 10,005 | 1,260,074 | 0.95% | ||
| 31 | DOMINION ENERGY INC | 15,750 | 1,211,177 | 0.92% | ||
| 32 | PROCTER AND GAMBLE CO | 12,589 | 1,146,803 | 0.87% | ||
| 33 | VANGUARD BD INDEX FDS | 13,527 | 1,114,290 | 0.84% | ||
| 34 | NOVARTIS A G | 10,931 | 1,012,937 | 0.77% | ||
| 35 | GENERAL ELECTRIC CO | 39,244 | 991,717 | 0.75% | ||
| 36 | VANGUARD INTL EQUITY INDEX F | 24,405 | 976,701 | 0.74% | ||
| 37 | VANGUARD INDEX FDS | 8,866 | 937,761 | 0.71% | ||
| 38 | POWERSHARES DB CMDTY IDX TRA | 49,902 | 920,691 | 0.70% | ||
| 39 | VANGUARD INTL EQUITY INDEX F | 9,510 | 906,408 | 0.69% | ||
| 40 | ISHARES TR | 7,052 | 843,677 | 0.64% | ||
| 41 | BP PLC | 21,747 | 829,017 | 0.63% | ||
| 42 | PFIZER INC | 24,090 | 750,410 | 0.57% | ||
| 43 | ISHARES TR | 6,034 | 738,535 | 0.56% | ||
| 44 | SPDR DOW JONES REIT ETF | 8,005 | 727,682 | 0.55% | ||
| 45 | MICROSOFT CORP | 15,427 | 716,612 | 0.54% | ||
| 46 | AIR PRODS & CHEMS INC | 4,900 | 706,727 | 0.53% | ||
| 47 | ISHARES TR | 6,098 | 695,596 | 0.53% | ||
| 48 | ABBVIE INC | 10,563 | 691,242 | 0.52% | ||
| 49 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 1,273 | 675,530 | 0.51% | ||
| 50 | GOOGLE INC | 1,277 | 672,212 | 0.51% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001640485-15-000001, filed 2015.04.24).
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.
