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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $34.6M | 540708 | 5.42% |
| 2 | VANGUARD INDEX FDS | $27.2M | 90889 | 4.25% |
| 3 | GENERAL MILLS INC | $20.4M | 547322 | 3.19% |
| 4 | VERIZON COMMUNICATIONS INC | $17.1M | 340554 | 2.67% |
| 5 | ABBVIE INC | $16.5M | 75672 | 2.57% |
| 6 | JOHNSON & JOHNSON | $15.8M | 64825 | 2.48% |
| 7 | CHEVRON CORPORATION | $14.8M | 71426 | 2.31% |
| 8 | ENBRIDGE INC | $12.8M | 236809 | 2.01% |
| 9 | CISCO SYS INC | $12.6M | 161846 | 1.96% |
| 10 | VANGUARD MALVERN FDS | $11.9M | 238449 | 1.86% |
| 11 | MERCK & CO INC | $11.7M | 97350 | 1.83% |
| 12 | EVERGY INC | $11.6M | 141388 | 1.81% |
| 13 | SCHWAB STRATEGIC TR | $10.7M | 429999 | 1.68% |
| 14 | TARGET CORP | $10.3M | 85290 | 1.62% |
| 15 | CATERPILLAR INC | $10.3M | 14526 | 1.61% |
| 16 | EMERSON ELEC CO | $10.2M | 78168 | 1.60% |
| 17 | BRISTOL-MYERS SQUIBB CO | $10.1M | 166956 | 1.58% |
| 18 | DUKE ENERGY CORP NEW | $10.0M | 76528 | 1.57% |
| 19 | PFIZER INC | $10.0M | 355052 | 1.56% |
| 20 | APPLE INC | $9.9M | 39062 | 1.55% |
| 21 | JPMORGAN CHASE & CO | $9.8M | 33344 | 1.53% |
| 22 | CUMMINS INC | $9.8M | 18148 | 1.53% |
| 23 | MEDTRONIC PLC | $9.7M | 111662 | 1.51% |
| 24 | MORGAN STANLEY | $9.4M | 57172 | 1.47% |
| 25 | PROCTER & GAMBLE CO | $9.3M | 64527 | 1.46% |
| 26 | SCHWAB CHARLES CORP | $9.2M | 98273 | 1.44% |
| 27 | INTERNATIONAL BUSINESS MACHS | $9.2M | 37927 | 1.44% |
| 28 | MCDONALDS CORP | $9.1M | 29420 | 1.43% |
| 29 | VANGUARD INTL EQUITY INDEX F | $9.1M | 168220 | 1.42% |
| 30 | CHUBB LTD SWITZ | $9.1M | 27804 | 1.42% |
| 31 | KROGER CO | $9.0M | 124962 | 1.41% |
| 32 | NUTRIEN LTD | $8.9M | 118595 | 1.40% |
| 33 | UNION PAC CORP | $8.5M | 35161 | 1.33% |
| 34 | SOUTHERN CO | $8.3M | 85820 | 1.30% |
| 35 | MICROSOFT CORP | $8.0M | 21721 | 1.26% |
| 36 | DOMINION ENERGY INC | $7.6M | 123613 | 1.20% |
| 37 | VANGUARD INTL EQUITY INDEX F | $7.6M | 101008 | 1.19% |
| 38 | PIMCO ETF TR | $6.7M | 67050 | 1.05% |
| 39 | TEXAS INSTRS INC | $6.6M | 33926 | 1.03% |
| 40 | UNITED PARCEL SVCS INC | $6.5M | 66025 | 1.02% |
| 41 | HOME DEPOT INC | $6.4M | 19598 | 1.01% |
| 42 | WP CAREY INC | $6.2M | 91645 | 0.97% |
| 43 | SHELL PLC | $6.2M | 66636 | 0.97% |
| 44 | BP PLC | $6.2M | 131103 | 0.96% |
| 45 | UNILEVER PLC | $6.2M | 108002 | 0.96% |
| 46 | BROADCOM INC | $6.0M | 19317 | 0.94% |
| 47 | PUBLIC STORAGE OPER CO | $5.9M | 21872 | 0.93% |
| 48 | AVALONBAY CMNTYS INC | $5.8M | 35654 | 0.91% |
| 49 | VANGUARD INDEX FDS | $5.8M | 18129 | 0.91% |
| 50 | XCEL ENERGY INC | $5.8M | 72877 | 0.91% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.