| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 81,707 | 13,317,000 | 4.20% | ||
| 2 | SPDR GOLD TR | 108,375 | 11,879,000 | 3.74% | ||
| 3 | ISHARES TR | 203,313 | 11,737,000 | 3.70% | ||
| 4 | ISHARES TR | 150,375 | 11,570,000 | 3.65% | ||
| 5 | SPDR S&P 500 ETF TR | 45,743 | 10,225,000 | 3.22% | ||
| 6 | ISHARES TR | 117,193 | 6,934,000 | 2.19% | ||
| 7 | EXXON MOBIL CORP | 69,015 | 6,229,000 | 1.96% | ||
| 8 | WELLS FARGO & CO NEW | 108,010 | 5,952,000 | 1.88% | ||
| 9 | JPMORGAN CHASE & CO | 62,334 | 5,379,000 | 1.70% | ||
| 10 | ISHARES TR | 45,111 | 5,374,000 | 1.69% | ||
| 11 | ALTRIA GROUP INC | 73,291 | 4,956,000 | 1.56% | ||
| 12 | UNITED TECHNOLOGIES CORP | 42,419 | 4,650,000 | 1.47% | ||
| 13 | APPLE INC | 39,827 | 4,613,000 | 1.45% | ||
| 14 | NORFOLK SOUTHN CORP | 40,533 | 4,380,000 | 1.38% | ||
| 15 | HARRIS CORP | 42,720 | 4,377,000 | 1.38% | ||
| 16 | US BANCORP DEL | 84,614 | 4,347,000 | 1.37% | ||
| 17 | MICROSOFT CORP | 69,415 | 4,313,000 | 1.36% | ||
| 18 | CHEVRON CORP NEW | 35,745 | 4,207,000 | 1.33% | ||
| 19 | CME GROUP INC | 36,066 | 4,160,000 | 1.31% | ||
| 20 | WASTE MGMT INC DEL | 57,500 | 4,077,000 | 1.29% | ||
| 21 | EATON VANCE CORP | 96,807 | 4,054,000 | 1.28% | ||
| 22 | AUTOMATIC DATA PROCESSING IN | 39,331 | 4,042,000 | 1.27% | ||
| 23 | ILLINOIS TOOL WKS INC | 32,698 | 4,004,000 | 1.26% | ||
| 24 | MCDONALDS CORP | 32,800 | 3,992,000 | 1.26% | ||
| 25 | ISHARES TR | 29,511 | 3,980,000 | 1.25% | ||
| 26 | INTEL CORP | 108,847 | 3,948,000 | 1.24% | ||
| 27 | AT&T INC | 92,593 | 3,938,000 | 1.24% | ||
| 28 | SYSCO CORP | 70,935 | 3,928,000 | 1.24% | ||
| 29 | SCANA | 53,209 | 3,899,000 | 1.23% | ||
| 30 | PAYCHEX INC | 63,831 | 3,886,000 | 1.23% | ||
| 31 | EMERSON ELEC CO | 68,797 | 3,835,000 | 1.21% | ||
| 32 | PROCTER AND GAMBLE CO | 45,377 | 3,815,000 | 1.20% | ||
| 33 | 3M CO | 21,267 | 3,798,000 | 1.20% | ||
| 34 | JOHNSON & JOHNSON | 32,912 | 3,792,000 | 1.20% | ||
| 35 | VERIZON COMMUNICATIONS INC | 70,843 | 3,782,000 | 1.19% | ||
| 36 | PLAINS ALL AMERN PIPELINE L | 116,008 | 3,746,000 | 1.18% | ||
| 37 | MAGELLAN MIDSTREAM PRTNRS LP | 48,669 | 3,681,000 | 1.16% | ||
| 38 | AIR PRODS & CHEMS INC | 25,482 | 3,665,000 | 1.16% | ||
| 39 | HERSHEY CO | 35,353 | 3,657,000 | 1.15% | ||
| 40 | PEPSICO INC | 34,802 | 3,641,000 | 1.15% | ||
| 41 | EVERSOURCE ENERGY | 64,700 | 3,573,000 | 1.13% | ||
| 42 | REYNOLDS AMERICAN INC | 63,114 | 3,537,000 | 1.12% | ||
| 43 | GENERAL DYNAMICS CORP | 20,396 | 3,522,000 | 1.11% | ||
| 44 | AFLAC INC | 50,336 | 3,503,000 | 1.10% | ||
| 45 | TARGET CORP | 48,480 | 3,502,000 | 1.10% | ||
| 46 | SOUTHERN CO | 69,831 | 3,435,000 | 1.08% | ||
| 47 | OCCIDENTAL PETE CORP DEL | 47,768 | 3,403,000 | 1.07% | ||
| 48 | NEXTERA ENERGY INC | 28,346 | 3,386,000 | 1.07% | ||
| 49 | CLOROX CO DEL | 27,895 | 3,348,000 | 1.06% | ||
| 50 | AMGEN INC | 22,863 | 3,343,000 | 1.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-006801, filed 2017.02.09).
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.
