LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Q2 2021 Filing

Filed August 6, 2021

Portfolio Value

$1.9T

Holdings

86

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (86 positions)

#StockSharesValue% PortfolioType
1
IYRiShares U.S. Real Estate ETF
1,740,800$177.5B9.28%
2
BNDVanguard Total Bond Market ETF
1,990,000$170.9B8.94%
3
XLUUtilities Select Sector SPDR Fund
2,256,300$142.7B7.46%
4
IEMGiShares Core MSCI Emerging Markets ETF
1,933,900$129.6B6.77%
5
IYZiShares US Telecommunications ETF
3,523,192$117.0B6.12%
6
IVOOVanguard S&P Mid-Cap 400 ETF
610,000$111.0B5.80%
7
SPYSPDR S&P 500 ETF Trust
176,000$75.3B3.94%
8
VEAVanguard FTSE Developed Markets ETF
1,220,000$62.9B3.29%
9
VGLTVanguard Long-Term Treasury ETF
683,000$59.9B3.13%
10
MSFTMicrosoft Corp
133,806$36.2B1.90%
11
AAPLApple Inc
232,584$31.9B1.67%
12
VGKVanguard FTSE Europe ETF
417,400$28.1B1.47%
13
EWCiShares MSCI Canada ETF
695,200$25.9B1.35%
14
ASHRXtrackers Harvest CSI 300 China A-Shares ETF
613,100$24.9B1.30%
15
VOOVanguard S&P 500 ETF
63,000$24.8B1.30%
16
SPTLSPDR Portfolio Long Term Treasury ETF
557,400$23.0B1.20%
17
AMZNAmazon.com Inc
6,607$22.7B1.19%
18
CBChubb Ltd
136,768$21.7B1.14%
19
VVisa Inc
89,933$21.0B1.10%
20
JPMJPMorgan Chase & Co
134,222$20.9B1.09%
21
GOOGLAlphabet Inc
8,496$20.7B1.08%
22
EWJiShares MSCI Japan ETF
293,700$19.8B1.04%
23
MAMastercard Inc
52,482$19.2B1.00%
24
BACVerizon Communications Inc
339,880$19.0B1.00%
25
CSCOCisco Systems Inc
326,656$17.3B0.91%
26
CSXCSX Corp
511,050$16.4B0.86%
27
RPGInvesco S&P 500 Pure Growth ETF
84,700$15.6B0.82%
28
WFCWells Fargo & Co
342,310$15.5B0.81%
29
RPVInvesco S&P 500 Pure Value ETF
194,600$15.0B0.79%
30
LINLinde PLC
48,750$14.1B0.74%
31
HONHoneywell International Inc
62,850$13.8B0.72%
32
IJHiShares Core S&P Mid-Cap ETF
51,000$13.7B0.72%
33
VTWOVanguard Russell 2000 ETF
148,000$13.7B0.72%
34
UNHUnitedHealth Group Inc
33,937$13.6B0.71%
35
FQIDigital Realty Trust Inc
90,100$13.6B0.71%
36
BSXBoston Scientific Corp
300,752$12.9B0.67%
37
PGProcter & Gamble Co/The
94,002$12.7B0.66%
38
EWEdwards Lifesciences Corp
122,026$12.6B0.66%
39
TMOThermo Fisher Scientific Inc
24,522$12.4B0.65%
40
CMCSAComcast Corp
213,837$12.2B0.64%
41
WMTWalmart Inc
79,910$11.3B0.59%
42
XLIIndustrial Select Sector SPDR Fund
105,800$10.8B0.57%
43
SPLVInvesco S&P 500 Low Volatility ETF
171,500$10.4B0.55%
44
MARMarriott International Inc/MD
76,400$10.4B0.55%
45
IJRiShares Core S&P Small-Cap ETF
92,300$10.4B0.55%
46
SPGPInvesco S&P 500 GARP ETF
118,100$10.3B0.54%
47
PKWInvesco BuyBack Achievers ETF
113,700$10.3B0.54%
48
XLFIConsumer Staples Select Sector SPDR Fund
144,700$10.1B0.53%
49
AQLTiShares Core MSCI EAFE ETF
135,000$10.1B0.53%
50
XOMExxon Mobil Corp
159,543$10.1B0.53%
51
SPHDInvesco S&P 500 High Dividend Low Volatility ETF
224,650$9.9B0.52%
52
MMM3M Co
45,370$9.0B0.47%
53
DUKDuke Energy Corp
88,440$8.7B0.46%
54
NNNNational Retail Properties Inc
182,960$8.6B0.45%
55
PEPPepsiCo Inc
57,600$8.5B0.45%
56
METAFacebook Inc
23,924$8.3B0.43%
57
ORealty Income Corp
121,010$8.1B0.42%
58
TFCTruist Financial Corp
140,794$7.8B0.41%
59
ABBVAbbVie Inc
69,230$7.8B0.41%
60
AGGiShares Core U.S. Aggregate Bond ETF
65,000$7.5B0.39%
61
DDominion Energy Inc
99,650$7.3B0.38%
62
ELVAnthem Inc
17,790$6.8B0.36%
63
NVDANVIDIA Corp
8,270$6.6B0.35%
64
FITBFifth Third Bancorp
169,700$6.5B0.34%
65
DISWalt Disney Co/The
36,631$6.4B0.34%
66
CVXChevron Corp
60,875$6.4B0.33%
67
VCLTVanguard Long-Term Corporate Bond ETF
45,000$4.8B0.25%
68
UPSUnited Parcel Service Inc
21,876$4.5B0.24%
69
ADBEAdobe Systems Inc
6,339$3.7B0.19%
70
TFXTeleflex Inc
9,140$3.7B0.19%
71
CRMsalesforce.com Inc
12,586$3.1B0.16%
72
ORCLOracle Corp
39,287$3.1B0.16%
73
TXNTexas Instruments Inc
15,590$3.0B0.16%
74
AVGOBroadcom Inc
6,150$2.9B0.15%
75
ELSEquity LifeStyle Properties Inc
35,000$2.6B0.14%
76
EQIXEquinix Inc
3,000$2.4B0.13%
77
PSAPublic Storage
8,000$2.4B0.13%
78
NKENIKE Inc
15,550$2.4B0.13%
79
PLDPrologis Inc
20,000$2.4B0.12%
80
VENVentas Inc
40,000$2.3B0.12%
81
SPGSimon Property Group Inc
15,000$2.0B0.10%
82
CATCaterpillar Inc
8,386$1.8B0.10%
83
AMTAmerican Tower Corp
5,500$1.5B0.08%
84
ACCUSDAmerican Campus Communities Inc
30,000$1.4B0.07%
85
CPTCamden Property Trust
10,000$1.3B0.07%
86
8CWCrown Castle International Corp
5,000$975.0M0.05%