| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | CSX CORP | 1,099 | 51,000 | 0.09% | ||
| 102 | INTEL CORP | 1,425 | 51,000 | 0.09% | ||
| 103 | VERIZON COMMUNICATIONS INC | 1,064 | 52,000 | 0.10% | ||
| 104 | GENERAL ELECTRIC CO | 1,789 | 53,000 | 0.10% | ||
| 105 | CUMMINS INC | 358 | 54,000 | 0.10% | ||
| 106 | PHILIP MORRIS INTL INC | 500 | 56,000 | 0.10% | ||
| 107 | 3M CO | 303 | 58,000 | 0.11% | ||
| 108 | ANADARKO PETE CORP | 939 | 58,000 | 0.11% | ||
| 109 | AQUA AMERICA INC | 1,794 | 58,000 | 0.11% | ||
| 110 | TEXAS INSTRS INC | 795 | 64,000 | 0.12% | ||
| 111 | ISHARES TR | 382 | 65,000 | 0.12% | ||
| 112 | AMERICAN TOWER CORP NEW | 549 | 67,000 | 0.12% | ||
| 113 | VANGUARD BD INDEX FDS | 865 | 69,000 | 0.13% | ||
| 114 | EMERSON ELEC CO | 1,260 | 75,000 | 0.14% | ||
| 115 | PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND | 1,531 | 81,000 | 0.15% | ||
| 116 | VANGUARD INTL EQUITY INDEX F | 1,715 | 82,000 | 0.15% | ||
| 117 | AON PLC | 741 | 88,000 | 0.16% | ||
| 118 | BARD C R INC | 360 | 89,000 | 0.16% | ||
| 119 | AMAZON COM INC | 100 | 89,000 | 0.16% | ||
| 120 | ISHARES TR | 1,179 | 93,000 | 0.17% | ||
| 121 | JPMORGAN CHASE & CO | 1,057 | 93,000 | 0.17% | ||
| 122 | ALLSTATE CORP | 1,183 | 96,000 | 0.18% | ||
| 123 | VANGUARD WORLD FD | 703 | 97,000 | 0.18% | ||
| 124 | ISHARES TR | 860 | 99,000 | 0.18% | ||
| 125 | ISHARES RUSSELL 3000 ETF | 718 | 100,000 | 0.18% | ||
| 126 | WESTERN GAS PARTNERS LP | 1,735 | 105,000 | 0.19% | ||
| 127 | JOHNSON & JOHNSON | 854 | 106,000 | 0.19% | ||
| 128 | ISHARES TR | 1,288 | 135,000 | 0.25% | ||
| 129 | ISHARES TR | 1,390 | 137,000 | 0.25% | ||
| 130 | ALTRIA GROUP INC | 2,061 | 147,000 | 0.27% | ||
| 131 | DISNEY WALT CO | 1,331 | 151,000 | 0.28% | ||
| 132 | VANGUARD BD INDEX FDS | 1,865 | 156,000 | 0.29% | ||
| 133 | CHEVRON CORP NEW | 1,455 | 156,000 | 0.29% | ||
| 134 | ISHARES TR | 6,305 | 161,000 | 0.30% | ||
| 135 | BANK AMER CORP | 6,842 | 161,000 | 0.30% | ||
| 136 | ISHARES TR | 6,358 | 163,000 | 0.30% | ||
| 137 | ISHARES | 6,139 | 167,000 | 0.31% | ||
| 138 | ISHARES TR | 6,632 | 169,000 | 0.31% | ||
| 139 | COSTCO WHSL CORP NEW | 1,259 | 211,000 | 0.39% | ||
| 140 | PROCTER AND GAMBLE CO | 2,503 | 225,000 | 0.41% | ||
| 141 | YUM CHINA HLDGS INC | 8,662 | 236,000 | 0.43% | ||
| 142 | POWERSHARES QQQ TRUST | 1,799 | 238,000 | 0.44% | ||
| 143 | ISHARES TR | 2,049 | 242,000 | 0.44% | ||
| 144 | BERKSHIRE HATHAWAY INC DEL | 1 | 250,000 | 0.46% | ||
| 145 | ISHARES TR | 12,788 | 260,000 | 0.48% | ||
| 146 | COCA COLA CO | 6,211 | 264,000 | 0.48% | ||
| 147 | ISHARES TR | 2,810 | 279,000 | 0.51% | ||
| 148 | MICROSOFT CORP | 4,305 | 284,000 | 0.52% | ||
| 149 | VANGUARD INDEX FDS | 3,497 | 289,000 | 0.53% | ||
| 150 | ISHARES COHEN & STEERS REIT ETF | 3,016 | 300,000 | 0.55% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001696731-17-000004, filed 2017.05.17).
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.
