| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | CAPITAL ONE FINL CORP | 18,118 | 1,580,000 | 1.11% | ||
| 102 | EXXON MOBIL CORP | 18,067 | 1,640,000 | 1.16% | ||
| 103 | APPLE INC | 14,934 | 1,726,000 | 1.22% | ||
| 104 | DISNEY WALT CO | 16,678 | 1,736,000 | 1.22% | ||
| 105 | AETNA INC NEW | 14,720 | 1,822,000 | 1.28% | ||
| 106 | CISCO SYS INC | 60,880 | 1,842,000 | 1.30% | ||
| 107 | JPMORGAN CHASE & CO | 22,569 | 1,949,000 | 1.37% | ||
| 108 | HOME DEPOT INC | 15,112 | 2,023,000 | 1.43% | ||
| 109 | SPDR INDEX SHS FDS | 57,134 | 2,062,000 | 1.45% | ||
| 110 | CHEVRON CORP NEW | 18,528 | 2,186,000 | 1.54% | ||
| 111 | PNC FINL SVCS GROUP INC | 19,562 | 2,290,000 | 1.61% | ||
| 112 | ISHARES TR | 20,800 | 2,333,000 | 1.65% | ||
| 113 | QUALCOMM INC | 36,843 | 2,412,000 | 1.70% | ||
| 114 | JOHNSON & JOHNSON | 22,202 | 2,569,000 | 1.81% | ||
| 115 | ISHARES INC | 107,294 | 2,662,000 | 1.88% | ||
| 116 | WELLS FARGO & CO NEW | 2,280 | 2,713,000 | 1.91% | ||
| 117 | BANK AMER CORP | 2,400 | 2,800,000 | 1.97% | ||
| 118 | SPDR S&P 500 ETF TR | 13,513 | 3,021,000 | 2.13% | ||
| 119 | ISHARES TR | 88,435 | 3,098,000 | 2.18% | ||
| 120 | INTEL CORP | 85,953 | 3,119,000 | 2.20% | ||
| 121 | ISHARES TR | 14,065 | 3,164,000 | 2.23% | ||
| 122 | ISHARES TR | 31,629 | 3,318,000 | 2.34% | ||
| 123 | VANGUARD INDEX FDS | 40,672 | 3,356,000 | 2.37% | ||
| 124 | ISHARES TR | 35,665 | 3,914,000 | 2.76% | ||
| 125 | MICROSOFT CORP | 65,410 | 4,063,000 | 2.87% | ||
| 126 | VANGUARD MUN BD FDS | 117,551 | 5,905,000 | 4.16% | ||
| 127 | ISHARES TR | 68,623 | 7,687,000 | 5.42% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000809, filed 2017.02.15).
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.
