| # | % | |||||
|---|---|---|---|---|---|---|
| 1951 | CHEVRON CORP NEW | 68,886 | 7,089,000 | 0.95% | ||
| 1952 | PROCTER AND GAMBLE CO | 79,064 | 7,096,000 | 0.96% | ||
| 1953 | JOHNSON & JOHNSON | 60,780 | 7,179,000 | 0.97% | ||
| 1954 | VANGUARD INDEX FDS | 66,647 | 7,419,000 | 1.00% | ||
| 1955 | HESS CORP | 138,888 | 7,447,000 | 1.00% | ||
| 1956 | CONOCOPHILLIPS | 174,452 | 7,591,000 | 1.02% | ||
| 1957 | VERIZON COMMUNICATIONS INC | 146,594 | 7,619,000 | 1.03% | ||
| 1958 | WP CAREY INC COM | 124,553 | 8,037,000 | 1.08% | ||
| 1959 | ISHARES TR | 165,477 | 8,397,000 | 1.13% | ||
| 1960 | ISHARES TR | 56,917 | 8,805,000 | 1.19% | ||
| 1961 | CATERPILLAR INC | 107,916 | 9,579,000 | 1.29% | ||
| 1962 | GENERAL ELECTRIC CO | 359,425 | 10,646,000 | 1.43% | ||
| 1963 | ACCELERATE DIAGNOSTICS INC | 406,925 | 11,092,000 | 1.49% | ||
| 1964 | ISHARES 7-10 YEAR TREASURY BOND ETF | 105,037 | 11,751,000 | 1.58% | ||
| 1965 | ISHARES TR | 55,259 | 12,022,000 | 1.62% | ||
| 1966 | AT&T INC | 354,133 | 14,388,000 | 1.94% | ||
| 1967 | APPLE INC | 151,344 | 17,109,000 | 2.30% | ||
| 1968 | EXXON MOBIL CORP | 381,035 | 33,256,000 | 4.48% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001764754-21-000007, filed 2021.09.07).
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.
