| # | % | |||||
|---|---|---|---|---|---|---|
| 601 | DOMINION ENERGY INC | 14,690 | 1,103,504 | 0.62% | ||
| 602 | GOOGLE INC | 1,563 | 1,164,357 | 0.66% | ||
| 603 | VANGUARD INTL EQUITY INDEX F | 34,858 | 1,205,357 | 0.68% | ||
| 604 | CHEVRON CORP NEW | 12,844 | 1,225,251 | 0.69% | ||
| 605 | WASHINGTON REAL ESTATE INVT | 42,324 | 1,236,262 | 0.70% | ||
| 606 | CVS HEALTH CORP | 11,948 | 1,239,354 | 0.70% | ||
| 607 | Dfa Intl SM Cap Val Port | 68,039 | 1,255,319 | 0.71% | ||
| 608 | GENERAL ELECTRIC CO | 40,072 | 1,273,861 | 0.72% | ||
| 609 | VANGUARD INDEX FDS | 13,038 | 1,328,302 | 0.75% | ||
| 610 | AMERICAN NEW WORLD FUND CL F2 | 28,011 | 1,400,502 | 0.79% | ||
| 611 | ISHARES TR | 17,014 | 1,446,697 | 0.82% | ||
| 612 | Dfa Emerging Markets Core Equi TY | 91,484 | 1,541,491 | 0.87% | ||
| 613 | DFA US MICRO CAP PRTF INSTL | 90,567 | 1,596,685 | 0.90% | ||
| 614 | VERIZON COMMUNICATIONS INC | 33,438 | 1,808,313 | 1.02% | ||
| 615 | SCHLUMBERGER LTD | 24,734 | 1,824,109 | 1.03% | ||
| 616 | AMERICAN CAPITAL WORLD GR & INC CL F2 | 43,835 | 1,894,981 | 1.07% | ||
| 617 | JOHNSON & JOHNSON | 17,542 | 1,897,945 | 1.07% | ||
| 618 | APPLE INC | 17,588 | 1,916,917 | 1.08% | ||
| 619 | VANGUARD INDEX FDS | 17,206 | 1,918,220 | 1.08% | ||
| 620 | FIDELITY CASH RESERVES | 2,072,281 | 2,072,281 | 1.17% | ||
| 621 | AMGEN INC | 13,931 | 2,088,675 | 1.18% | ||
| 622 | VISA INC | 27,713 | 2,119,436 | 1.19% | ||
| 623 | SPDR GOLD TR | 19,313 | 2,271,982 | 1.28% | ||
| 624 | AT&T INC | 58,555 | 2,293,579 | 1.29% | ||
| 625 | Dfa US Core Equity 2 | 142,410 | 2,351,176 | 1.32% | ||
| 626 | NEXTERA ENERGY INC | 20,712 | 2,451,021 | 1.38% | ||
| 627 | INTEL CORP | 78,565 | 2,541,573 | 1.43% | ||
| 628 | VANGUARD INTL EQUITY INDEX F | 58,983 | 2,545,076 | 1.43% | ||
| 629 | AMERICAN EUROPACIFIC GROWTH FUND CL F2 | 57,955 | 2,561,001 | 1.44% | ||
| 630 | ISHARES TR | 22,385 | 2,659,730 | 1.50% | ||
| 631 | Dfa International Core Equ PTF L | 240,725 | 2,705,741 | 1.52% | ||
| 632 | ISHARES TR | 24,291 | 2,721,990 | 1.53% | ||
| 633 | MCDONALDS CORP | 22,632 | 2,844,339 | 1.60% | ||
| 634 | ISHARES TR | 26,299 | 2,914,566 | 1.64% | ||
| 635 | EXXON MOBIL CORP | 37,366 | 3,123,360 | 1.76% | ||
| 636 | SPDR S&P 500 ETF TR | 15,449 | 3,174,986 | 1.79% | ||
| 637 | VANGUARD INDEX FDS | 39,890 | 3,342,723 | 1.88% | ||
| 638 | REALTY INCOME CORP | 54,502 | 3,406,897 | 1.92% | ||
| 639 | ISHARES TR | 36,929 | 3,892,982 | 2.19% | ||
| 640 | DFA GLOBAL REAL ESTATE SEC PORTFOLIO | 372,829 | 4,101,119 | 2.31% | ||
| 641 | VANGUARD BD INDEX FDS | 52,261 | 4,213,803 | 2.37% | ||
| 642 | CASH | 5,333,224 | 5,333,224 | 3.01% | ||
| 643 | DFA COMMODITY STRATEGY PORT INSTL | 1,058,255 | 5,735,740 | 3.23% | ||
| 644 | 3M CO | 39,135 | 6,521,066 | 3.67% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001640485-16-000010, filed 2016.04.06).
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.
