| # | % | |||||
|---|---|---|---|---|---|---|
| 2001 | STARBUCKS CORP | 37,441 | 2,269,000 | 0.45% | ||
| 2002 | NETFLIX INC | 15,038 | 2,340,000 | 0.47% | ||
| 2003 | RYDEX ETF TRUST | 25,832 | 2,355,000 | 0.47% | ||
| 2004 | JPMORGAN CHASE & CO | 27,912 | 2,428,000 | 0.48% | ||
| 2005 | PROCTER AND GAMBLE CO | 28,389 | 2,454,000 | 0.49% | ||
| 2006 | AT&T INC | 66,215 | 2,543,000 | 0.51% | ||
| 2007 | ISHARES TR | 51,319 | 2,606,000 | 0.52% | ||
| 2008 | ENTERPRISE PRODS PARTNERS L | 96,660 | 2,616,000 | 0.52% | ||
| 2009 | GENERAL ELECTRIC CO | 90,585 | 2,648,000 | 0.53% | ||
| 2010 | POWERSHARES QQQ TRUST | 19,361 | 2,652,000 | 0.53% | ||
| 2011 | CHEVRON CORP NEW | 24,933 | 2,661,000 | 0.53% | ||
| 2012 | VANGUARD BD INDEX FDS | 33,359 | 2,711,000 | 0.54% | ||
| 2013 | ISHARES TR | 29,960 | 2,731,000 | 0.54% | ||
| 2014 | VANGUARD SPECIALIZED FUNDS | 31,182 | 2,839,000 | 0.56% | ||
| 2015 | ALPHABET INC | 3,093 | 2,867,000 | 0.57% | ||
| 2016 | CISCO SYS INC | 84,371 | 2,890,000 | 0.57% | ||
| 2017 | ISHARES TR | 42,162 | 2,928,000 | 0.58% | ||
| 2018 | DISNEY WALT CO | 26,864 | 2,999,000 | 0.60% | ||
| 2019 | DU PONT E I DE NEMOURS & CO | 40,489 | 3,199,000 | 0.64% | ||
| 2020 | ALPHABET INC | 3,398 | 3,223,000 | 0.64% | ||
| 2021 | ISHARES TR | 28,233 | 3,238,000 | 0.64% | ||
| 2022 | VANGUARD WHITEHALL FDS | 42,318 | 3,278,000 | 0.65% | ||
| 2023 | JOHNSON & JOHNSON | 27,128 | 3,346,000 | 0.67% | ||
| 2024 | MICROSOFT CORP | 50,164 | 3,465,000 | 0.69% | ||
| 2025 | ISHARES TR | 35,019 | 4,084,000 | 0.81% | ||
| 2026 | VANGUARD TAX-MANAGED FDS | 101,623 | 4,105,000 | 0.82% | ||
| 2027 | VANGUARD INTL EQUITY INDEX F | 102,599 | 4,146,000 | 0.82% | ||
| 2028 | ISHARES RUSSELL 1000 ETF | 31,321 | 4,159,000 | 0.83% | ||
| 2029 | VISA INC | 46,964 | 4,341,000 | 0.86% | ||
| 2030 | VANGUARD CHARLOTTE FDS | 84,771 | 4,614,000 | 0.92% | ||
| 2031 | SPDR S&P 500 ETF TR | 20,861 | 4,975,000 | 0.99% | ||
| 2032 | FIDELITY | 119,204 | 5,066,000 | 1.01% | ||
| 2033 | BERKSHIRE HATHAWAY INC DEL | 33,332 | 5,557,000 | 1.10% | ||
| 2034 | FACEBOOK INC | 37,570 | 5,703,000 | 1.13% | ||
| 2035 | VANGUARD WHITEHALL FDS INC | 83,795 | 6,732,000 | 1.34% | ||
| 2036 | EXXON MOBIL CORP | 93,498 | 7,732,000 | 1.54% | ||
| 2037 | AMAZON COM INC | 8,980 | 8,450,000 | 1.68% | ||
| 2038 | ISHARES TR | 56,840 | 9,785,000 | 1.95% | ||
| 2039 | VANGUARD INDEX FDS | 86,194 | 10,570,000 | 2.10% | ||
| 2040 | ISHARES TR | 180,874 | 10,840,000 | 2.15% | ||
| 2041 | VANGUARD INDEX FDS | 85,849 | 12,052,000 | 2.40% | ||
| 2042 | APPLE INC | 92,662 | 13,627,000 | 2.71% | ||
| 2043 | VANGUARD INDEX FDS | 110,994 | 14,857,000 | 2.95% | ||
| 2044 | VANGUARD INDEX FDS | 304,901 | 33,356,000 | 6.63% | ||
| 2045 | ISHARES TR | 188,962 | 45,364,000 | 9.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001690010-17-000003, 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.
