| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | EXXON MOBIL CORP | 200 | 16,000 | 0.01% | ||
| 52 | PROCTER AND GAMBLE CO | 200 | 16,000 | 0.01% | ||
| 53 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 172 | 18,000 | 0.01% | ||
| 54 | PHILLIPS 66 | 228 | 19,000 | 0.01% | ||
| 55 | SCHLUMBERGER LTD | 300 | 21,000 | 0.01% | ||
| 56 | AMERICAN EXPRESS CO | 300 | 21,000 | 0.01% | ||
| 57 | MCDONALDS CORP | 174 | 21,000 | 0.01% | ||
| 58 | CISCO SYS INC | 800 | 22,000 | 0.01% | ||
| 59 | UNITEDHEALTH GROUP INC | 200 | 24,000 | 0.01% | ||
| 60 | JOHNSON CTLS INTL PLC | 625 | 25,000 | 0.01% | ||
| 61 | DISNEY WALT CO | 247 | 26,000 | 0.02% | ||
| 62 | 3M CO | 185 | 28,000 | 0.02% | ||
| 63 | AVAGO TECHNOLOGIES LTD SHS | 201 | 29,000 | 0.02% | ||
| 64 | INTEL CORP | 850 | 29,000 | 0.02% | ||
| 65 | ABBVIE INC | 500 | 30,000 | 0.02% | ||
| 66 | COLUMBIA PIPELINE GR | 1,500 | 30,000 | 0.02% | ||
| 67 | ISHARES TR | 552 | 32,000 | 0.02% | ||
| 68 | WEC ENERGY GROUP INC | 650 | 33,000 | 0.02% | ||
| 69 | LOWES COS INC | 450 | 34,000 | 0.02% | ||
| 70 | US BANCORP DEL | 800 | 34,000 | 0.02% | ||
| 71 | UNITED TECHNOLOGIES CORP | 350 | 34,000 | 0.02% | ||
| 72 | MICROSOFT CORP | 625 | 35,000 | 0.02% | ||
| 73 | AT&T INC | 1,042 | 36,000 | 0.02% | ||
| 74 | CHEVRON CORP NEW | 400 | 36,000 | 0.02% | ||
| 75 | PEOPLES UNITED FINANCIAL INC | 2,362 | 38,000 | 0.02% | ||
| 76 | TARGET CORP | 722 | 52,000 | 0.03% | ||
| 77 | FISERV INC | 600 | 55,000 | 0.03% | ||
| 78 | JPMORGAN CHASE & CO | 850 | 56,000 | 0.03% | ||
| 79 | JOHNSON & JOHNSON | 600 | 62,000 | 0.04% | ||
| 80 | ISHARES TR | 600 | 63,000 | 0.04% | ||
| 81 | GENERAL ELECTRIC CO | 2,175 | 67,000 | 0.04% | ||
| 82 | VANGUARD INTL EQUITY INDEX F | 1,000 | 93,000 | 0.05% | ||
| 83 | VANGUARD INTL EQUITY INDEX F | 2,000 | 102,000 | 0.06% | ||
| 84 | BARCLAYS BANK PLC | 4,000 | 106,000 | 0.06% | ||
| 85 | ISHARES TR | 1,163 | 135,000 | 0.08% | ||
| 86 | NUVEEN MUN OPPTY FD INC | 10,000 | 143,000 | 0.08% | ||
| 87 | BERKSHIRE HATHAWAY INC DEL | 1,460 | 193,000 | 0.11% | ||
| 88 | ISHARES 7-10 YEAR TREASURY BOND ETF | 1,891 | 200,000 | 0.12% | ||
| 89 | APPLE INC | 1,929 | 203,000 | 0.12% | ||
| 90 | RPM INTL INC | 5,000 | 220,000 | 0.13% | ||
| 91 | ISHARES TR | 2,240 | 246,000 | 0.15% | ||
| 92 | VANGUARD INDEX FDS | 2,500 | 266,000 | 0.16% | ||
| 93 | ISHARES TR | 2,852 | 321,000 | 0.19% | ||
| 94 | SPDR SSGA MULTI-ASSET REAL RETURN ETF | 25,639 | 570,000 | 0.34% | ||
| 95 | VANGUARD INTL EQUITY INDEX F | 23,000 | 752,000 | 0.44% | ||
| 96 | VANGUARD STAR FDS | 16,720 | 754,000 | 0.44% | ||
| 97 | SPDR S&P MIDCAP 400 ETF TR | 3,105 | 789,000 | 0.47% | ||
| 98 | ISHARES TR | 3,870 | 793,000 | 0.47% | ||
| 99 | ISHARES TR | 17,588 | 1,722,000 | 1.02% | ||
| 100 | ISHARES TR | 54,500 | 2,117,000 | 1.25% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000892712-16-001299, filed 2016.02.04).
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.
