| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR DOW JONES INDL AVRG ETF | 257,721 | 53,178,000 | 25.69% | ||
| 2 | ISHARES TR | 269,365 | 46,121,000 | 22.28% | ||
| 3 | ISHARES TR | 375,399 | 39,503,000 | 19.08% | ||
| 4 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 258,147 | 28,128,000 | 13.59% | ||
| 5 | VANGUARD INDEX FDS | 86,058 | 11,983,000 | 5.79% | ||
| 6 | ISHARES TR | 42,106 | 9,991,000 | 4.83% | ||
| 7 | SPDR S&P 500 ETF TR | 21,480 | 5,064,000 | 2.45% | ||
| 8 | ISHARES TR | 24,072 | 2,760,000 | 1.33% | ||
| 9 | ISHARES TR | 21,119 | 2,301,000 | 1.11% | ||
| 10 | ISHARES TR | 15,562 | 1,315,000 | 0.64% | ||
| 11 | BERKSHIRE HATHAWAY INC DEL | 7,202 | 1,200,000 | 0.58% | ||
| 12 | ISHARES TR | 13,126 | 908,000 | 0.44% | ||
| 13 | SCHWAB U.S. MID-CAP ETF | 18,568 | 879,000 | 0.42% | ||
| 14 | VANGUARD INDEX FDS | 10,344 | 854,000 | 0.41% | ||
| 15 | HOME BANCSHARES INC | 27,044 | 732,000 | 0.35% | ||
| 16 | EXXON MOBIL CORP | 6,045 | 496,000 | 0.24% | ||
| 17 | ISHARES TR | 9,736 | 465,000 | 0.22% | ||
| 18 | REGIONS FINANCIAL CORP NEW | 28,433 | 374,000 | 0.18% | ||
| 19 | SSGA ACTIVE ETF TR | 6,075 | 297,000 | 0.14% | ||
| 20 | JOHNSON & JOHNSON | 1,776 | 221,000 | 0.11% | ||
| 21 | PUBLIC STORAGE | 1,000 | 219,000 | 0.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000764611-17-000002, filed 2017.04.07).
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.
