| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | COCA COLA CO | 22,321 | 903,000 | 0.24% | ||
| 52 | BANK AMER CORP | 57,117 | 890,000 | 0.23% | ||
| 53 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 29,190 | 833,000 | 0.22% | ||
| 54 | VANGUARD INDEX FDS | 8,483 | 831,000 | 0.22% | ||
| 55 | ALLIANT ENERGY CORP | 13,646 | 798,000 | 0.21% | ||
| 56 | VANGUARD INDEX FDS | 4,470 | 786,000 | 0.21% | ||
| 57 | BERKSHIRE HATHAWAY INC DEL | 4 | 781,000 | 0.20% | ||
| 58 | CHEVRON CORP NEW | 9,656 | 762,000 | 0.20% | ||
| 59 | PROCTER AND GAMBLE CO | 10,151 | 730,000 | 0.19% | ||
| 60 | WALGREENS BOOTS ALLIANCE INC | 8,733 | 726,000 | 0.19% | ||
| 61 | MONDELEZ INTL INC | 17,233 | 724,000 | 0.19% | ||
| 62 | STARBUCKS CORP | 12,658 | 719,000 | 0.19% | ||
| 63 | MCDONALDS CORP | 7,161 | 706,000 | 0.19% | ||
| 64 | PROSHARES TR | 15,030 | 703,000 | 0.18% | ||
| 65 | UBS AG JERSEY BRH | 25,943 | 702,000 | 0.18% | ||
| 66 | INTEL CORP | 22,998 | 693,000 | 0.18% | ||
| 67 | PEPSICO INC | 6,716 | 633,000 | 0.17% | ||
| 68 | LILLY ELI & CO | 7,223 | 604,000 | 0.16% | ||
| 69 | BRISTOL MYERS SQUIBB CO | 10,128 | 603,000 | 0.16% | ||
| 70 | MAGNA INTL INC | 12,268 | 589,000 | 0.15% | ||
| 71 | ABBVIE INC | 10,613 | 577,000 | 0.15% | ||
| 72 | MARATHON PETE CORP | 12,415 | 575,000 | 0.15% | ||
| 73 | HONEYWELL INTL INC | 5,997 | 568,000 | 0.15% | ||
| 74 | MERCK & CO INC | 11,254 | 561,000 | 0.15% | ||
| 75 | KIMBERLY CLARK CORP | 5,087 | 559,000 | 0.15% | ||
| 76 | DISNEY WALT CO | 5,432 | 555,000 | 0.15% | ||
| 77 | LOWES COS INC | 7,937 | 547,000 | 0.14% | ||
| 78 | ILLUMINA INC | 3,110 | 547,000 | 0.14% | ||
| 79 | FACEBOOK INC | 6,000 | 539,000 | 0.14% | ||
| 80 | BP PLC | 17,591 | 538,000 | 0.14% | ||
| 81 | ISHARES TR | 15,559 | 510,000 | 0.13% | ||
| 82 | UNITED FIRE GROUP INC COM | 14,500 | 508,000 | 0.13% | ||
| 83 | BLOCK H & R INC | 13,660 | 497,000 | 0.13% | ||
| 84 | KRAFT HEINZ CO | 6,950 | 490,000 | 0.13% | ||
| 85 | SPDR INDEX SHS FDS | 15,020 | 488,000 | 0.13% | ||
| 86 | UNIVEST FINANCIAL CORPORATIO | 23,237 | 451,000 | 0.12% | ||
| 87 | ISHARES TR | 5,269 | 446,000 | 0.12% | ||
| 88 | ISHARES GOLD TRUST | 40,197 | 433,000 | 0.11% | ||
| 89 | DIAGEO P L C | 3,677 | 404,000 | 0.11% | ||
| 90 | ALPS ETF TR | 32,397 | 404,000 | 0.11% | ||
| 91 | VANGUARD WORLD FDS | 3,326 | 403,000 | 0.11% | ||
| 92 | VANGUARD WHITEHALL FDS | 6,353 | 398,000 | 0.10% | ||
| 93 | ABBOTT LABS | 9,700 | 390,000 | 0.10% | ||
| 94 | VISA INC | 5,368 | 374,000 | 0.10% | ||
| 95 | VANGUARD INDEX FDS | 3,156 | 374,000 | 0.10% | ||
| 96 | KINDER MORGAN INC DEL | 13,192 | 365,000 | 0.10% | ||
| 97 | INVESCO PA VALUE MUN INC TR | 29,705 | 364,000 | 0.10% | ||
| 98 | SPDR GOLD TR | 3,397 | 363,000 | 0.10% | ||
| 99 | HOME DEPOT INC | 3,117 | 360,000 | 0.09% | ||
| 100 | WISDOMTREE TR | 5,195 | 350,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-20-005395, filed 2020.06.04).
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.
