| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 85,495 | 16,987,000 | 10.89% | ||
| 2 | ISHARES TR | 321,298 | 14,597,000 | 9.36% | ||
| 3 | VANGUARD INDEX FDS | 162,046 | 14,098,000 | 9.04% | ||
| 4 | ISHARES TR | 157,863 | 10,654,000 | 6.83% | ||
| 5 | ISHARES TR | 82,475 | 10,239,000 | 6.56% | ||
| 6 | ISHARES TR | 138,451 | 9,365,000 | 6.00% | ||
| 7 | ISHARES TR | 111,852 | 8,654,000 | 5.55% | ||
| 8 | ISHARES TR | 69,101 | 7,768,000 | 4.98% | ||
| 9 | VANGUARD INDEX FDS | 74,382 | 6,452,000 | 4.14% | ||
| 10 | ISHARES TR | 103,743 | 5,255,000 | 3.37% | ||
| 11 | ISHARES TR | 40,693 | 5,013,000 | 3.21% | ||
| 12 | ISHARES | 91,965 | 4,972,000 | 3.19% | ||
| 13 | VANGUARD SCOTTSDALE FDS | 62,166 | 4,151,000 | 2.66% | ||
| 14 | PHILIP MORRIS INTL INC | 26,913 | 2,616,000 | 1.68% | ||
| 15 | ISHARES TR | 21,858 | 2,466,000 | 1.58% | ||
| 16 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 28,205 | 2,461,000 | 1.58% | ||
| 17 | PEPSICO INC | 20,124 | 2,189,000 | 1.40% | ||
| 18 | WAL-MART STORES INC | 28,668 | 2,068,000 | 1.33% | ||
| 19 | SOUTHERN CO | 37,888 | 1,944,000 | 1.25% | ||
| 20 | COCA COLA CO | 45,350 | 1,919,000 | 1.23% | ||
| 21 | MICROSOFT CORP | 32,673 | 1,882,000 | 1.21% | ||
| 22 | CITIGROUP INC | 38,454 | 1,816,000 | 1.16% | ||
| 23 | AFLAC INC | 24,601 | 1,768,000 | 1.13% | ||
| 24 | HOME DEPOT INC | 13,259 | 1,706,000 | 1.09% | ||
| 25 | COMCAST CORP NEW | 21,367 | 1,417,000 | 0.91% | ||
| 26 | JOHNSON & JOHNSON | 11,651 | 1,376,000 | 0.88% | ||
| 27 | NORFOLK SOUTHN CORP | 13,433 | 1,304,000 | 0.84% | ||
| 28 | ALPHABET INC | 1,648 | 1,281,000 | 0.82% | ||
| 29 | ORACLE CORP | 29,816 | 1,171,000 | 0.75% | ||
| 30 | ZOETIS INC | 20,569 | 1,070,000 | 0.69% | ||
| 31 | ABBOTT LABS | 19,621 | 830,000 | 0.53% | ||
| 32 | INTEL CORP | 20,940 | 790,000 | 0.51% | ||
| 33 | AT&T INC | 17,823 | 724,000 | 0.46% | ||
| 34 | PROCTER AND GAMBLE CO | 7,588 | 681,000 | 0.44% | ||
| 35 | VANGUARD INTL EQUITY INDEX F | 11,253 | 632,000 | 0.41% | ||
| 36 | SCHLUMBERGER LTD | 7,669 | 603,000 | 0.39% | ||
| 37 | VANGUARD INDEX FDS | 4,495 | 582,000 | 0.37% | ||
| 38 | EXXON MOBIL CORP | 6,648 | 580,000 | 0.37% | ||
| 39 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 4,835 | 538,000 | 0.34% | ||
| 40 | ALPHABET INC | 665 | 535,000 | 0.34% | ||
| 41 | GENERAL ELECTRIC CO | 11,638 | 345,000 | 0.22% | ||
| 42 | ROCKWELL AUTOMATION INC | 2,379 | 291,000 | 0.19% | ||
| 43 | JPMORGAN CHASE & CO | 3,044 | 203,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-18-009359, filed 2018.06.26).
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.
