Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XOM	EXXON MOBIL CORP	278,709	$22.5B	11.5%	$55.90	-0.8%	COMMON STOCK	30231G102
VFH	VANGUARD FINANCIALS ETF	226,014	$14.14B	7.2%	$41039.29	—	COMMON STOCK	92204A405
VGT	VANGUARD INFO TECHNOLOGY ETF	89,545	$12.61B	6.5%	$83096.55	—	COMMON STOCK	92204A702
VCR	VANGUARD CONSUMER DISCR ETF	65,182	$9.254B	4.7%	$99158.63	—	COMMON STOCK	92204A108
PEP	PEPSICO	53,943	$6.23B	3.2%	$57.03	+54.6%	COMMON STOCK	713448108
AAPL	APPLE INC	36,813	$5.302B	2.7%	$26.09	+31.5%	COMMON STOCK	037833100
—	UNITED TECHNOLOGIES	37,722	$4.606B	2.4%	$97441.89	—	COMMON STOCK	913017109
V	VISA INC CL A	46,985	$4.406B	2.3%	$57.16	+53.0%	COMMON STOCK	92826C839
DIS	DISNEY WALT CO NEW	36,408	$3.868B	2.0%	$60.93	+68.1%	COMMON STOCK	254687106
DHR	DANAHER CORP	42,274	$3.568B	1.8%	$26.73	+168.5%	COMMON STOCK	235851102
—	GENERAL ELECTRIC CORP	129,022	$3.485B	1.8%	$24140.62	—	COMMON STOCK	369604103
ACN	ACCENTURE PLC IRELAND SHS CLASS A	26,679	$3.3B	1.7%	$69.28	+54.6%	COMMON STOCK	G1151C101
CVS	CVS HEALTH CORP	39,813	$3.203B	1.6%	$46.58	+29.5%	COMMON STOCK	126650100
HON	HONEYWELL INTL	23,933	$3.19B	1.6%	$68.56	+44.0%	COMMON STOCK	438516106
CB	CHUBB LTD	21,135	$3.073B	1.6%	$96.66	+25.0%	COMMON STOCK	H1467J104
—	BARD C R INC	9,355	$2.957B	1.5%	$224906.19	—	COMMON STOCK	067383109
MSFT	MICROSOFT CORP	42,760	$2.947B	1.5%	$36.75	+69.6%	COMMON STOCK	594918104
SPY	SPDR S&P 500 ETF TRUST	11,950	$2.89B	1.5%	$202479.70	—	COMMON STOCK	78462F103
—	CELGENE CORP	21,778	$2.828B	1.4%	$99168.36	—	COMMON STOCK	151020104
NKE	NIKE INC CL B	45,283	$2.672B	1.4%	$41.90	+15.2%	COMMON STOCK	654106103
GOOGL	ALPHABET INC CL A	2,750	$2.557B	1.3%	$36.94	+25.7%	COMMON STOCK	02079K305
—	EXPRESS SCRIPTS HLDG	39,328	$2.511B	1.3%	$63592.16	—	COMMON STOCK	30219G108
CVX	CHEVRON CORPORATION	23,061	$2.406B	1.2%	$68.53	+6.8%	COMMON STOCK	166764100
MDT	MEDTRONIC PLC	26,630	$2.363B	1.2%	$58.15	+16.3%	COMMON STOCK	G5960L103
FISV	FISERV	19,151	$2.343B	1.2%	$25.75	+134.9%	COMMON STOCK	337738108
TMO	THERMO FISHER SCIENTIFIC	13,303	$2.321B	1.2%	$107.81	+52.2%	COMMON STOCK	883556102
XLB	MATERIALS SELECT SECTOR SPDRF	42,307	$2.277B	1.2%	$42968.04	—	COMMON STOCK	81369Y100
BRK/B	BERKSHIRE HATHAWAY INC DEL	12,990	$2.2B	1.1%	$154.27	+7.8%	COMMON STOCK	084670702
VOX	VANGUARD TELECOMMUNICATION ETF	23,594	$2.167B	1.1%	$86501.88	—	COMMON STOCK	92204A884
COST	COSTCO WHOLESALE	13,317	$2.13B	1.1%	$91.18	+65.6%	COMMON STOCK	22160K105
C	CITIGROUP INC	31,373	$2.098B	1.1%	$38.67	+20.2%	COMMON STOCK	172967424
CTSH	COGNIZANT TECHNOLOGY SOLUTIONS	30,496	$2.025B	1.0%	$43.78	+28.8%	COMMON STOCK	192446102
—	PRICELINE GROUP INC	1,050	$1.964B	1.0%	$1269836.00	—	COMMON STOCK	741503403
XLE	SELECT SPDR ETF - ENERGY	29,052	$1.886B	1.0%	$68155.97	—	COMMON STOCK	81369Y506
COF	CAPITAL ONE FINANCIAL	21,898	$1.809B	0.9%	$57.32	+22.1%	COMMON STOCK	14040H105
MKC	MCCORMICK & COMPANY NON VOTING	17,264	$1.683B	0.9%	$29.16	+47.2%	COMMON STOCK	579780206
MMM	3M	7,942	$1.653B	0.8%	$79.95	+55.9%	COMMON STOCK	88579Y101
VHT	VANGUARD HEALTH CARE ETF	10,974	$1.617B	0.8%	$133716.00	—	COMMON STOCK	92204A504
NVS	NOVARTIS AG SPONSORED ADR	18,627	$1.555B	0.8%	$86307.14	—	COMMON STOCK	66987V109
XLU	SELECT SPDR ETF - UTILITIES	29,355	$1.525B	0.8%	$50781.02	—	COMMON STOCK	81369Y886
PM	PHILIP MORRIS INTL INC	11,285	$1.325B	0.7%	$48.45	+53.3%	COMMON STOCK	718172109
MDLZ	MONDELEZ INTERNATIONAL INC	30,024	$1.297B	0.7%	$34.06	+7.7%	COMMON STOCK	609207105
VNQ	VANGUARD INDEX REIT ETF	14,851	$1.236B	0.6%	$85499.98	—	COMMON STOCK	922908553
KMI	KINDER MORGAN INC	62,836	$1.204B	0.6%	$13.25	-5.9%	COMMON STOCK	49456B101
MO	ALTRIA GROUP	15,253	$1.136B	0.6%	$18.69	+110.2%	COMMON STOCK	02209S103
UNP	UNION PACIFIC	10,007	$1.09B	0.6%	$72.43	+24.4%	COMMON STOCK	907818108
BA	BOEING	5,501	$1.088B	0.6%	$150.86	+15.9%	COMMON STOCK	097023105
JNJ	JOHNSON & JOHNSON	8,016	$1.06B	0.5%	$70.09	+43.2%	COMMON STOCK	478160104
—	NOBLE ENERGY INC	36,619	$1.036B	0.5%	$60220.80	—	COMMON STOCK	655044105
—	XILINX	15,344	$987M	0.5%	$44566.75	—	COMMON STOCK	983919101
—	BLACKROCK INC	2,188	$924M	0.5%	$350929.70	—	COMMON STOCK	09247X101
GOOG	ALPHABET INC CL C	1,014	$921M	0.5%	$35.61	+27.6%	COMMON STOCK	02079K107
XLY	SPDR CONSUMER DISCRETIONARY ETF	9,924	$889M	0.5%	$82150.14	—	COMMON STOCK	81369Y407
SLB	SCHLUMBERGER LTD	13,502	$889M	0.5%	$57.75	-3.3%	COMMON STOCK	806857108
VDC	VANGUARD CONSUMER STAPLES ETF	6,149	$867M	0.4%	$140694.88	—	COMMON STOCK	92204A207
HD	HOME DEPOT	5,630	$864M	0.4%	$102.31	+21.7%	COMMON STOCK	437076102
PPL	PPL	20,987	$811M	0.4%	$16.88	+55.6%	COMMON STOCK	69351T106
BK	BANK OF NEW YORK MELLON CORP	15,167	$774M	0.4%	$36.27	+4.6%	COMMON STOCK	064058100
ICE	INTERCONTINENTAL EXCHANGE	11,460	$755M	0.4%	$46.86	+17.2%	COMMON STOCK	45866F104
ABT	ABBOTT LABORATORIES	15,076	$733M	0.4%	$33.65	+15.6%	COMMON STOCK	002824100
IBM	INTERNATIONAL BUSINESS MACHINES	4,740	$729M	0.4%	$115.92	-10.5%	COMMON STOCK	459200101
KO	COCA-COLA	16,200	$727M	0.4%	$29.01	+16.1%	COMMON STOCK	191216100
APH	AMPHENOL CORP	9,095	$671M	0.3%	$15.27	+10.1%	COMMON STOCK	032095101
ITT	ITT INC	15,804	$635M	0.3%	$35.86	+11.2%	COMMON STOCK	45073V108
GILD	GILEAD SCIENCES INC	8,878	$628M	0.3%	$59.83	-19.2%	COMMON STOCK	375558103
INTC	INTEL	18,261	$616M	0.3%	$19.06	+55.1%	COMMON STOCK	458140100
OKE	ONEOK	11,277	$588M	0.3%	$24.66	+22.9%	COMMON STOCK	682680103
PG	PROCTER & GAMBLE	6,535	$570M	0.3%	$59.20	+18.5%	COMMON STOCK	742718109
—	NIELSEN HOLDINGS PLC	13,634	$527M	0.3%	$50439.96	—	COMMON STOCK	G6518L108
GM	GENERAL MTRS CO	14,750	$515M	0.3%	$27.64	+5.1%	COMMON STOCK	37045V100
T	AT&T INC	13,242	$500M	0.3%	$12.42	+28.2%	COMMON STOCK	00206R102
—	USG CORP	17,150	$498M	0.3%	$23469.63	—	COMMON STOCK	903293405
MCD	MCDONALD'S CORP	3,184	$488M	0.2%	$76.48	+54.2%	COMMON STOCK	580135101
ABBV	ABBVIE INC	6,720	$487M	0.2%	$31.44	+49.3%	COMMON STOCK	00287Y109
AXTA	AXALTA COATING SYS LTD	14,650	$469M	0.2%	$26.93	+18.6%	COMMON STOCK	G0750C108
VOO	VANGUARD S&P 500 ETF	1,822	$405M	0.2%	$198043.73	—	COMMON STOCK	922908363
WFC	WELLS FARGO	7,150	$396M	0.2%	$33.63	+25.4%	COMMON STOCK	949746101
LOW	LOWES	5,081	$394M	0.2%	$40.46	+72.3%	COMMON STOCK	548661107
FTV	FORTIVE CORP	5,969	$378M	0.2%	$30.87	+23.1%	COMMON STOCK	34959J108
OGS	ONE GAS INC	5,245	$366M	0.2%	$35.10	+98.7%	COMMON STOCK	68235P108
—	LIBERTY GLOBAL PLC CLASS C	11,550	$360M	0.2%	$39432.49	—	COMMON STOCK	G5480U120
NSC	NORFOLK SOUTHERN	2,959	$360M	0.2%	$62.49	+58.0%	COMMON STOCK	655844108
BAC	BANK OF AMERICA CORP	14,400	$349M	0.2%	$15.68	+21.8%	COMMON STOCK	060505104
IVV	ISHARES CORE S&P 500 ETF	1,424	$347M	0.2%	$207830.16	—	COMMON STOCK	464287200
—	LIBERTY SIRIUSXM GROUP CL C	8,300	$346M	0.2%	$30870.00	—	COMMON STOCK	531229607
WHR	WHIRLPOOL CORP	1,765	$338M	0.2%	$177.14	+3.3%	COMMON STOCK	963320106
LEN	LENNAR CORP	6,300	$336M	0.2%	$39.87	+12.8%	COMMON STOCK	526057104
BP	BP PLC	9,603	$333M	0.2%	$37379.98	—	COMMON STOCK	055622104
JLL	JONES LANG LASALLE INC	2,645	$331M	0.2%	$108.32	+4.5%	COMMON STOCK	48020Q107
VIG	VANGUARD DIVIDEND APPRECIATION ETF	3,201	$297M	0.2%	$78135.36	—	COMMON STOCK	921908844
JPM	JPMORGAN CHASE & CO	3,100	$283M	0.1%	$50.85	+34.8%	COMMON STOCK	46625H100
—	AON PLC	2,093	$278M	0.1%	$112415.24	—	COMMON STOCK	G0408V102
WMB	WILLIAMS COMPANIES	9,050	$274M	0.1%	$24.13	-22.7%	COMMON STOCK	969457100
—	DISCOVER FINANCIAL SERVICES	4,227	$263M	0.1%	$51595.63	—	COMMON STOCK	254709108
TXN	TEXAS INSTRUMENTS	3,400	$262M	0.1%	$45.66	+38.3%	COMMON STOCK	882508104
VO	VANGUARD INDEX FDS MID CAP ETF	1,651	$235M	0.1%	$121230.16	—	COMMON STOCK	922908629
CMCSA	COMCAST CORP-CL A	6,000	$234M	0.1%	$27.32	+16.8%	COMMON STOCK	20030N101
EEM	ISHARES MSCI EMG MKTS INDEX FD	5,536	$229M	0.1%	$39389.99	—	COMMON STOCK	464287234
DKS	DICKS SPORTING GOODS	5,574	$222M	0.1%	$35.93	-2.9%	COMMON STOCK	253393102
NVO	NOVO NORDISK AS SPONS ADR	5,000	$214M	0.1%	$42890.00	—	COMMON STOCK	670100205
TGT	TARGET	4,039	$211M	0.1%	$56.00	-24.0%	COMMON STOCK	87612E106
OXY	OCCIDENTAL PETROLEUM	3,450	$207M	0.1%	$56.73	-14.5%	COMMON STOCK	674599105
OGE	OGE ENERGY CORPORATION	5,810	$202M	0.1%	$31.57	+10.8%	COMMON STOCK	670837103
ORCL	ORACLE	4,000	$201M	0.1%	$34.14	+17.5%	COMMON STOCK	68389X105