| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 55,934 | 4,444,000 | 15.49% | ||
| 2 | ISHARES TR | 41,920 | 3,656,000 | 12.75% | ||
| 3 | ISHARES TR | 18,019 | 2,478,000 | 8.64% | ||
| 4 | ISHARES TR | 13,604 | 2,249,000 | 7.84% | ||
| 5 | POWERSHARES N/C 6/4/18 46138E354 | 36,998 | 1,538,000 | 5.36% | ||
| 6 | ISHARES TR | 5,547 | 1,472,000 | 5.13% | ||
| 7 | VANGUARD WORLD FD | 10,918 | 1,327,000 | 4.63% | ||
| 8 | ISHARES TR | 12,158 | 1,314,000 | 4.58% | ||
| 9 | VANGUARD INTL EQUITY INDEX F | 35,191 | 1,259,000 | 4.39% | ||
| 10 | VANGUARD INTL EQUITY INDEX F | 28,165 | 1,244,000 | 4.34% | ||
| 11 | VANGUARD ADMIRAL FDSINC S&P SMALLCAP 600VALUE INDEX FD ETF SHS | 9,310 | 1,121,000 | 3.91% | ||
| 12 | VANGUARD WORLD FDS | 9,456 | 1,063,000 | 3.71% | ||
| 13 | BERKSHIRE HATHAWAY INC DEL | 6,017 | 981,000 | 3.42% | ||
| 14 | VANGUARD WORLD FDS | 5,266 | 668,000 | 2.33% | ||
| 15 | SPDR SER TR | 5,185 | 568,000 | 1.98% | ||
| 16 | VANECK MORNINGSTAR WIDE MOAT ETF | 15,681 | 557,000 | 1.94% | ||
| 17 | AT&T INC | 11,534 | 478,000 | 1.67% | ||
| 18 | PIMCO ETF TR | 3,337 | 338,000 | 1.18% | ||
| 19 | DIREXION SHS ETF TR | 4,350 | 299,000 | 1.04% | ||
| 20 | DUKE ENERGY CORP NEW | 3,501 | 272,000 | 0.95% | ||
| 21 | JOHN HANCOCK EXCHANGE TRADED | 9,095 | 267,000 | 0.93% | ||
| 22 | AMAZON COM INC | 315 | 236,000 | 0.82% | ||
| 23 | ROYAL CARIBBEAN GROUP | 2,705 | 222,000 | 0.77% | ||
| 24 | POWERSHARES QQQ TRUST | 1,773 | 216,000 | 0.75% | ||
| 25 | VERIZON COMMUNICATIONS INC | 3,950 | 211,000 | 0.74% | ||
| 26 | MARKEL CORP | 228 | 206,000 | 0.72% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-18-006274, filed 2018.06.13).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
