| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SIRIUS XM HOLDINGS INC | 10,000 | 52,000 | 0.08% | ||
| 2 | UNITED TECHNOLOGIES CORP | 1,857 | 208,000 | 0.32% | ||
| 3 | INTERNATIONAL BUSINESS MACHS | 1,444 | 251,000 | 0.39% | ||
| 4 | VERIZON COMMUNICATIONS INC | 5,363 | 261,000 | 0.41% | ||
| 5 | VANGUARD WORLD FDS | 5,711 | 345,000 | 0.54% | ||
| 6 | SPDR GOLD TR | 3,066 | 364,000 | 0.57% | ||
| 7 | JPMORGAN CHASE & CO | 4,358 | 383,000 | 0.59% | ||
| 8 | SELECT SECTOR SPDR TR | 7,277 | 388,000 | 0.60% | ||
| 9 | SELECT SECTOR SPDR TR | 4,750 | 418,000 | 0.65% | ||
| 10 | VANGUARD WORLD FDS | 4,178 | 517,000 | 0.80% | ||
| 11 | COSTCO WHSL CORP NEW | 6,068 | 1,018,000 | 1.58% | ||
| 12 | KINDER MORGAN INC DEL | 49,240 | 1,070,000 | 1.66% | ||
| 13 | CATERPILLAR INC | 11,979 | 1,111,000 | 1.72% | ||
| 14 | TRAVELERS COMPANIES INC | 9,472 | 1,142,000 | 1.77% | ||
| 15 | EXXON MOBIL CORP | 14,008 | 1,149,000 | 1.78% | ||
| 16 | NETFLIX INC | 8,041 | 1,189,000 | 1.85% | ||
| 17 | DISNEY WALT CO | 10,594 | 1,201,000 | 1.86% | ||
| 18 | MCDONALDS CORP | 9,815 | 1,272,000 | 1.97% | ||
| 19 | AMAZON COM INC | 1,498 | 1,328,000 | 2.06% | ||
| 20 | VANGUARD WORLD FD | 14,115 | 1,365,000 | 2.12% | ||
| 21 | CHEVRON CORP NEW | 12,774 | 1,372,000 | 2.13% | ||
| 22 | JOHNSON & JOHNSON | 11,741 | 1,462,000 | 2.27% | ||
| 23 | FACEBOOK INC | 10,947 | 1,555,000 | 2.41% | ||
| 24 | ISHARES TR | 12,957 | 2,017,000 | 3.13% | ||
| 25 | UNION PAC CORP | 20,078 | 2,127,000 | 3.30% | ||
| 26 | BERKSHIRE HATHAWAY INC DEL | 18,451 | 3,075,000 | 4.77% | ||
| 27 | GOLDMAN SACHS GROUP INC | 13,759 | 3,161,000 | 4.91% | ||
| 28 | UNITEDHEALTH GROUP INC | 19,742 | 3,238,000 | 5.03% | ||
| 29 | MICROSOFT CORP | 50,179 | 3,305,000 | 5.13% | ||
| 30 | HOME DEPOT INC | 22,842 | 3,354,000 | 5.21% | ||
| 31 | BOEING CO | 19,163 | 3,389,000 | 5.26% | ||
| 32 | 3M CO | 18,025 | 3,449,000 | 5.35% | ||
| 33 | ALPHABET INC | 4,615 | 3,913,000 | 6.07% | ||
| 34 | APPLE INC | 28,103 | 4,037,000 | 6.27% | ||
| 35 | VISA INC | 48,597 | 4,319,000 | 6.71% | ||
| 36 | SPDR DOW JONES INDL AVRG ETF | 27,173 | 5,607,000 | 8.70% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-001207, filed 2017.05.12).
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.
