Q1 2025 Holdings
Filed 2025-05-13 | 12427 holdings | $265.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $13.7B | 26,653,704 | 5.2% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $8.0B | 81,294,683 | 3.0% |
| Apple Inc(AAPL) | COM | 037833100 | $6.5B | 29,414,200 | 2.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.4B | 16,997,969 | 2.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.8B | 20,145,921 | 1.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $3.7B | 33,826,937 | 1.4% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $3.6B | 14,618,167 | 1.3% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $2.9B | 17,425,496 | 1.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $2.9B | 37,782,854 | 1.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.6B | 4,677,340 | 1.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $2.4B | 4,193,467 | 0.9% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $2.2B | 37,597,337 | 0.8% |
| Walmart Inc(WMT) | COM | 931142103 | $2.2B | 24,867,400 | 0.8% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $2.1B | 3,660,952 | 0.8% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.1B | 5,991,437 | 0.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $2.1B | 3,892,476 | 0.8% |
| Home Depot Inc(HD) | COM | 437076102 | $2.0B | 5,540,952 | 0.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.0B | 13,056,605 | 0.8% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.9B | 3,671,484 | 0.7% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $1.6B | 3,495,456 | 0.6% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $1.6B | 6,186,061 | 0.6% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.6B | 9,468,114 | 0.6% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $1.5B | 3,374,532 | 0.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $1.5B | 14,078,882 | 0.6% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $1.4B | 5,312,744 | 0.5% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $1.4B | 15,640,892 | 0.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.4B | 6,584,168 | 0.5% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.3B | 7,683,731 | 0.5% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.3B | 28,745,843 | 0.5% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.3B | 7,563,972 | 0.5% |
| Chubb Limited(CB) | COM | H1467J104 | $1.3B | 4,188,505 | 0.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $1.3B | 1,335,929 | 0.5% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $1.2B | 13,123,587 | 0.5% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $1.2B | 3,379,991 | 0.5% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $1.2B | 1,471,216 | 0.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.2B | 7,500,080 | 0.4% |
| CME Group Inc(CME) | COM | 12572Q105 | $1.1B | 4,113,991 | 0.4% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $1.1B | 21,689,998 | 0.4% |
| Union PAC Corp(UNP) | COM | 907818108 | $1.1B | 4,534,968 | 0.4% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.1B | 6,283,992 | 0.4% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $1.0B | 5,329,391 | 0.4% |
| Salesforce Inc(CRM) | COM | 79466L302 | $1.0B | 3,742,570 | 0.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $994.3M | 8,360,731 | 0.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $977.9M | 2,637,078 | 0.4% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $974.0M | 10,838,702 | 0.4% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $967.8M | 17,932,273 | 0.4% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $943.0M | 7,312,162 | 0.4% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $922.3M | 4,901,855 | 0.3% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $913.2M | 3,096,277 | 0.3% |
| Select Sector Spdr TR(XLV) | SBI HEALTHCARE | 81369Y209 | $881.9M | 6,040,006 | 0.3% |