| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PROCTER AND GAMBLE CO | 150,562 | 12,373,000 | 8.02% | ||
| 2 | ISHARES RUSSELL 1000 ETF | 65,683 | 7,480,000 | 4.85% | ||
| 3 | SPDR S&P 500 ETF TR | 23,685 | 4,858,000 | 3.15% | ||
| 4 | ISHARES RUSSELL 2000 GROWTH ETF | 28,435 | 3,766,000 | 2.44% | ||
| 5 | ISHARES TR | 34,196 | 3,764,000 | 2.44% | ||
| 6 | VANGUARD INDEX FDS | 36,651 | 3,065,000 | 1.99% | ||
| 7 | APPLE INC | 25,820 | 2,805,000 | 1.82% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 76,541 | 2,643,000 | 1.71% | ||
| 9 | ISHARES TR | 43,722 | 2,488,000 | 1.61% | ||
| 10 | ISHARES TR | 44,238 | 2,474,000 | 1.60% | ||
| 11 | VANGUARD INDEX FDS | 23,590 | 2,466,000 | 1.60% | ||
| 12 | ISHARES MSCI ACWI EX US IDX FD | 61,975 | 2,446,000 | 1.59% | ||
| 13 | ISHARES TR | 10,945 | 2,257,000 | 1.46% | ||
| 14 | ISHARES TR | 21,455 | 2,130,000 | 1.38% | ||
| 15 | ISHARES TR | 19,160 | 1,883,000 | 1.22% | ||
| 16 | UBS AG JERSEY BRH | 74,799 | 1,792,000 | 1.16% | ||
| 17 | ISHARES TR | 46,531 | 1,585,000 | 1.03% | ||
| 18 | ISHARES TR | 9,738 | 1,577,000 | 1.02% | ||
| 19 | GENERAL ELECTRIC CO | 44,047 | 1,386,000 | 0.90% | ||
| 20 | Exxon Mobil Corp | 15,514 | 1,287,000 | 0.83% | ||
| 21 | VANGUARD INDEX FDS | 11,891 | 1,264,000 | 0.82% | ||
| 22 | JOHNSON & JOHNSON | 11,657 | 1,249,000 | 0.81% | ||
| 23 | MICROSOFT CORP | 22,573 | 1,238,000 | 0.80% | ||
| 24 | WELLS FARGO & CO NEW | 21,400 | 1,024,000 | 0.66% | ||
| 25 | VANGUARD INDEX FDS | 12,210 | 1,005,000 | 0.65% | ||
| 26 | Mainsource Financial Group | 44,334 | 934,000 | 0.61% | ||
| 27 | JPMorgan Chase & Co | 15,086 | 883,000 | 0.57% | ||
| 28 | BERKSHIRE HATHAWAY INC DEL | 6,223 | 872,000 | 0.57% | ||
| 29 | PFIZER INC | 29,397 | 860,000 | 0.56% | ||
| 30 | COCA COLA CO | 17,623 | 809,000 | 0.52% | ||
| 31 | AMAZON COM INC | 1,367 | 802,000 | 0.52% | ||
| 32 | MERCK & CO INC | 15,236 | 796,000 | 0.52% | ||
| 33 | CHEVRON CORP NEW | 8,480 | 796,000 | 0.52% | ||
| 34 | AT&T INC | 20,551 | 796,000 | 0.52% | ||
| 35 | INTEL CORP | 22,956 | 733,000 | 0.48% | ||
| 36 | PHILIP MORRIS INTL INC | 7,435 | 720,000 | 0.47% | ||
| 37 | ORACLE CORPORATION | 17,373 | 703,000 | 0.46% | ||
| 38 | VANGUARD INDEX FDS | 5,867 | 695,000 | 0.45% | ||
| 39 | WALGREENS BOOTS ALLIANCE INC | 8,279 | 688,000 | 0.45% | ||
| 40 | ALAPHABET INC | 909 | 684,000 | 0.44% | ||
| 41 | 3M Co | 4,080 | 674,000 | 0.44% | ||
| 42 | ISHARES RUSSELL 2000 VALUE ETF | 7,050 | 654,000 | 0.42% | ||
| 43 | FACEBOOK INC | 5,552 | 625,000 | 0.41% | ||
| 44 | ALPHABET INC | 845 | 625,000 | 0.41% | ||
| 45 | MCDONALDS CORP | 4,809 | 596,000 | 0.39% | ||
| 46 | ISHARES TR | 5,135 | 592,000 | 0.38% | ||
| 47 | VANGUARD INDEX FDS | 5,137 | 571,000 | 0.37% | ||
| 48 | GILEAD SCIENCES INC | 6,284 | 570,000 | 0.37% | ||
| 49 | ISHARES TR | 4,000 | 570,000 | 0.37% | ||
| 50 | HOME DEPOT INC | 4,319 | 568,000 | 0.37% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000870156-16-000078, filed 2016.04.27).
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.
