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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | $42.9M | 635079 | 6.46% |
| 2 | iShares MSCI EAFE ETF | $40.2M | 413831 | 6.05% |
| 3 | Apple Inc | $33.8M | 133339 | 5.10% |
| 4 | Vanguard Short-Term Treasury E | $29.3M | 500440 | 4.41% |
| 5 | Microsoft Corp | $25.2M | 67969 | 3.79% |
| 6 | Alphabet Inc | $19.8M | 68831 | 2.98% |
| 7 | iShares Core S&P Small-Cap ETF | $19.1M | 153949 | 2.88% |
| 8 | JPMorgan Chase & Co | $18.6M | 63217 | 2.80% |
| 9 | Blackrock Inc | $16.4M | 17034 | 2.47% |
| 10 | Johnson & Johnson | $15.4M | 62882 | 2.32% |
| 11 | Vanguard Intermediate-Term Tre | $14.3M | 240037 | 2.15% |
| 12 | Caterpillar Inc | $13.2M | 18570 | 1.98% |
| 13 | NVIDIA Corp | $13.1M | 75220 | 1.98% |
| 14 | Broadcom Inc | $12.8M | 41419 | 1.93% |
| 15 | AbbVie Inc | $11.7M | 53860 | 1.76% |
| 16 | iShares Core S&P 500 ETF | $11.7M | 17909 | 1.76% |
| 17 | Chevron Corp | $11.0M | 53373 | 1.66% |
| 18 | Amazon.com Inc | $10.6M | 50864 | 1.60% |
| 19 | Procter & Gamble Co/The | $10.5M | 72742 | 1.58% |
| 20 | Vanguard FTSE Emerging Markets | $10.4M | 191872 | 1.56% |
| 21 | Waste Management Inc | $10.1M | 44150 | 1.53% |
| 22 | Home Depot Inc/The | $9.0M | 27407 | 1.36% |
| 23 | McDonald's Corp | $8.8M | 28153 | 1.32% |
| 24 | PepsiCo Inc | $8.5M | 54586 | 1.28% |
| 25 | Honeywell International Inc | $8.3M | 36709 | 1.25% |
| 26 | Lockheed Martin Corp | $6.9M | 11348 | 1.03% |
| 27 | Emerson Electric Co | $6.2M | 47676 | 0.94% |
| 28 | Southern Co/The | $6.2M | 64269 | 0.93% |
| 29 | Cisco Systems Inc | $5.6M | 71688 | 0.84% |
| 30 | Goldman Sachs Group Inc/The | $5.2M | 6147 | 0.78% |
| 31 | Walmart Inc | $5.0M | 40587 | 0.76% |
| 32 | Microchip Technology Inc | $5.0M | 77249 | 0.75% |
| 33 | Meta Platforms Inc | $5.0M | 8702 | 0.75% |
| 34 | Visa Inc | $4.8M | 15834 | 0.72% |
| 35 | American Electric Power Co Inc | $4.8M | 36378 | 0.72% |
| 36 | Altria Group Inc | $4.7M | 71066 | 0.71% |
| 37 | Vanguard Total Bond Market ETF | $4.6M | 62364 | 0.69% |
| 38 | US Bancorp | $4.5M | 86757 | 0.68% |
| 39 | CME Group Inc | $4.4M | 14903 | 0.66% |
| 40 | Tesla Inc | $4.3M | 11522 | 0.65% |
| 41 | Paychex Inc | $4.2M | 45295 | 0.63% |
| 42 | Enbridge Inc | $4.1M | 74866 | 0.61% |
| 43 | Marriott International Inc/MD | $3.8M | 11747 | 0.58% |
| 44 | International Business Machine | $3.8M | 15736 | 0.57% |
| 45 | Medtronic PLC | $3.8M | 43677 | 0.57% |
| 46 | Public Storage | $3.7M | 13715 | 0.56% |
| 47 | Merck & Co Inc | $3.7M | 30745 | 0.56% |
| 48 | Verizon Communications Inc | $3.7M | 72972 | 0.55% |
| 49 | Ingredion Inc | $3.7M | 32484 | 0.55% |
| 50 | iShares MSCI ACWI ETF | $3.6M | 26114 | 0.54% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.