| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | PITNEY BOWES INC | 12,000 | 312,000 | 0.25% | ||
| 52 | VANGUARD WHITEHALL FDS | 4,855 | 306,000 | 0.24% | ||
| 53 | ISHARES CORE HIGH DIVIDEND ETF | 4,000 | 286,000 | 0.23% | ||
| 54 | ISHARES TR | 2,070 | 241,000 | 0.19% | ||
| 55 | ISHARES RUSSELL 2000 GROWTH ETF | 1,725 | 235,000 | 0.19% | ||
| 56 | Acxiom Corp | 6,414 | 221,000 | 0.18% | ||
| 57 | LOCKHEED MARTIN CORP | 1,304 | 213,000 | 0.17% | ||
| 58 | ISHARES TR | 2,300 | 209,000 | 0.17% | ||
| 59 | AMREIT INC NEW CL B | 11,646 | 193,000 | 0.15% | ||
| 60 | Windstream Holdings | 11,181 | 92,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000806097-14-000003, filed 2014.05.06).
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.
