| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR DOW JONES INDL AVRG ETF | 256,501 | 50,662,000 | 26.03% | ||
| 2 | ISHARES TR | 267,989 | 44,309,000 | 22.76% | ||
| 3 | ISHARES TR | 347,482 | 36,465,000 | 18.73% | ||
| 4 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 254,329 | 27,516,000 | 14.14% | ||
| 5 | VANGUARD INDEX FDS | 86,054 | 11,327,000 | 5.82% | ||
| 6 | ISHARES TR | 41,666 | 9,374,000 | 4.82% | ||
| 7 | SPDR S&P 500 ETF TR | 21,997 | 4,917,000 | 2.53% | ||
| 8 | ISHARES TR | 19,288 | 1,629,000 | 0.84% | ||
| 9 | ISHARES TR | 14,748 | 1,595,000 | 0.82% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 7,202 | 1,174,000 | 0.60% | ||
| 11 | ISHARES TR | 6,680 | 919,000 | 0.47% | ||
| 12 | VANGUARD INDEX FDS | 10,344 | 854,000 | 0.44% | ||
| 13 | SCHWAB U.S. MID-CAP ETF | 18,870 | 852,000 | 0.44% | ||
| 14 | HOME BANCSHARES INC COM | 27,044 | 751,000 | 0.39% | ||
| 15 | EXXON MOBIL CORP | 6,045 | 546,000 | 0.28% | ||
| 16 | ISHARES TR | 4,119 | 466,000 | 0.24% | ||
| 17 | REGIONS FINANCIAL CORP NEW | 28,433 | 374,000 | 0.19% | ||
| 18 | SSGA ACTIVE ETF TR | 5,346 | 259,000 | 0.13% | ||
| 19 | ISHARES TR | 5,173 | 234,000 | 0.12% | ||
| 20 | PUBLIC STORAGE | 1,000 | 224,000 | 0.12% | ||
| 21 | JOHNSON & JOHNSON | 1,776 | 205,000 | 0.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000764611-17-000001, filed 2017.02.02).
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.
