| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 235,563 | 19,029,755 | 16.20% | ||
| 2 | VANGUARD INDEX FDS | 108,706 | 10,209,394 | 8.69% | ||
| 3 | VANGUARD INDEX FDS | 61,434 | 7,117,131 | 6.06% | ||
| 4 | VANGUARD CHARLOTTE FDS | 99,621 | 5,352,107 | 4.56% | ||
| 5 | VANGUARD SCOTTSDALE FDS | 46,421 | 3,692,566 | 3.14% | ||
| 6 | ISHARES TR | 43,734 | 3,582,207 | 3.05% | ||
| 7 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 40,165 | 3,516,931 | 2.99% | ||
| 8 | ISHARES TR | 31,308 | 3,502,948 | 2.98% | ||
| 9 | POWERSHARES ETF TRUST | 180,293 | 3,302,967 | 2.81% | ||
| 10 | ISHARES TR | 26,860 | 2,902,601 | 2.47% | ||
| 11 | VANGUARD STAR FDS | 51,699 | 2,473,229 | 2.11% | ||
| 12 | SPDR SERIES TRUST | 53,121 | 1,964,098 | 1.67% | ||
| 13 | VANGUARD INDEX FDS | 12,945 | 1,697,407 | 1.44% | ||
| 14 | VANGUARD BD INDEX FDS | 16,872 | 1,507,902 | 1.28% | ||
| 15 | VANGUARD BD INDEX FDS | 18,888 | 1,503,929 | 1.28% | ||
| 16 | COLUMBIA PROPERTY TRUST INC COM NEW | 63,115 | 1,403,887 | 1.20% | ||
| 17 | EMERSON ELEC CO | 23,428 | 1,401,670 | 1.19% | ||
| 18 | INTERNATIONAL BUSINESS MACHS | 7,675 | 1,356,966 | 1.16% | ||
| 19 | PROCTER AND GAMBLE CO | 13,565 | 1,176,504 | 1.00% | ||
| 20 | PHILIP MORRIS INTL INC | 10,525 | 1,012,640 | 0.86% | ||
| 21 | NATIONAL OILWELL | 26,200 | 1,006,691 | 0.86% | ||
| 22 | FORD MTR CO DEL | 73,692 | 918,311 | 0.78% | ||
| 23 | VANGUARD INDEX FDS | 11,025 | 905,722 | 0.77% | ||
| 24 | APPLE INC | 7,332 | 892,887 | 0.76% | ||
| 25 | DBX ETF TR | 30,568 | 873,274 | 0.74% | ||
| 26 | VANGUARD INTL EQUITY INDEX F | 22,971 | 871,191 | 0.74% | ||
| 27 | EXXON MOBIL CORP | 10,188 | 868,816 | 0.74% | ||
| 28 | REALTY INCOME CORP | 14,526 | 862,508 | 0.73% | ||
| 29 | 3M CO | 4,681 | 827,657 | 0.70% | ||
| 30 | ALTRIA GROUP INC | 11,401 | 810,715 | 0.69% | ||
| 31 | BOEING CO | 4,794 | 801,076 | 0.68% | ||
| 32 | GENERAL ELECTRIC CO | 26,177 | 785,106 | 0.67% | ||
| 33 | VALERO ENERGY CORP NEW | 11,095 | 749,912 | 0.64% | ||
| 34 | AFLAC INC | 10,651 | 748,737 | 0.64% | ||
| 35 | CA INC | 23,537 | 732,707 | 0.62% | ||
| 36 | LEGGETT &PLATT INC | 14,495 | 685,866 | 0.58% | ||
| 37 | EATON CORP PLC | 9,593 | 678,806 | 0.58% | ||
| 38 | TEXAS INSTRS INC | 8,561 | 667,635 | 0.57% | ||
| 39 | AMGEN INC | 4,196 | 655,649 | 0.56% | ||
| 40 | COCA COLA CO | 15,449 | 640,033 | 0.54% | ||
| 41 | WELLTOWER INC | 9,171 | 606,112 | 0.52% | ||
| 42 | AIR PRODS & CHEMS INC | 4,232 | 599,554 | 0.51% | ||
| 43 | MICROSOFT CORP | 8,776 | 575,456 | 0.49% | ||
| 44 | CVS HEALTH CORP | 6,872 | 536,370 | 0.46% | ||
| 45 | PRINCIPAL FINL GROUP INC | 8,307 | 481,077 | 0.41% | ||
| 46 | CISCO SYS INC | 15,007 | 464,240 | 0.40% | ||
| 47 | WELLS FARGO & CO NEW | 8,181 | 461,044 | 0.39% | ||
| 48 | CARDINAL HEALTH INC | 6,201 | 450,827 | 0.38% | ||
| 49 | DOVER CORP | 5,605 | 444,739 | 0.38% | ||
| 50 | METLIFE INC | 7,985 | 442,153 | 0.38% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000578, filed 2017.02.13).
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.
