| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | SPDR SERIES TRUST | 19,244 | 700,000 | 0.57% | ||
| 52 | FIRST TR EXCHANGE TRADED FD | 11,913 | 684,000 | 0.56% | ||
| 53 | FIDELITY | 22,658 | 653,000 | 0.53% | ||
| 54 | VERIZON COMMUNICATIONS INC | 11,903 | 635,000 | 0.52% | ||
| 55 | SPDR S&P 500 ETF TR | 2,869 | 631,000 | 0.51% | ||
| 56 | VANGUARD SCOTTSDALE FDS | 7,528 | 597,000 | 0.49% | ||
| 57 | TUPPERWARE BRANDS CORP | 10,713 | 564,000 | 0.46% | ||
| 58 | HOME DEPOT INC | 4,204 | 564,000 | 0.46% | ||
| 59 | WISDOMTREE TR | 5,917 | 560,000 | 0.46% | ||
| 60 | FIDELITY | 16,786 | 539,000 | 0.44% | ||
| 61 | ISHARES | 9,542 | 537,000 | 0.44% | ||
| 62 | EXXON MOBIL CORP | 5,465 | 493,000 | 0.40% | ||
| 63 | SPDR DOW JONES REIT ETF | 5,144 | 480,000 | 0.39% | ||
| 64 | VANGUARD INDEX FDS | 5,754 | 475,000 | 0.39% | ||
| 65 | VANGUARD SPECIALIZED FUNDS | 5,489 | 468,000 | 0.38% | ||
| 66 | FLEXSHARES QUALITY DIVIDEND INDEX FUND | 11,505 | 454,000 | 0.37% | ||
| 67 | SPDR GOLD TR | 3,990 | 437,000 | 0.36% | ||
| 68 | PROSHARES TR | 3,861 | 430,000 | 0.35% | ||
| 69 | FIDELITY | 8,345 | 417,000 | 0.34% | ||
| 70 | RYDEX ETF TRUST | 4,979 | 417,000 | 0.34% | ||
| 71 | ISHARES TR | 2,265 | 405,000 | 0.33% | ||
| 72 | WISDOMTREE TRUST EUROPE SMCP DV ETF | 7,350 | 401,000 | 0.33% | ||
| 73 | VANGUARD INDEX FDS | 3,461 | 399,000 | 0.33% | ||
| 74 | DUKE ENERGY CORP NEW | 5,141 | 399,000 | 0.33% | ||
| 75 | SPDR S&P MIDCAP 400 ETF TR | 1,291 | 389,000 | 0.32% | ||
| 76 | VANGUARD INDEX FDS | 2,921 | 377,000 | 0.31% | ||
| 77 | ISHARES TR | 2,786 | 376,000 | 0.31% | ||
| 78 | JPMORGAN CHASE & CO | 4,214 | 364,000 | 0.30% | ||
| 79 | TEXAS INSTRS INC | 4,842 | 353,000 | 0.29% | ||
| 80 | ISHARES TR | 2,104 | 348,000 | 0.28% | ||
| 81 | AT&T INC | 8,182 | 348,000 | 0.28% | ||
| 82 | ISHARES TR | 3,857 | 342,000 | 0.28% | ||
| 83 | SOUTHERN CO | 6,763 | 333,000 | 0.27% | ||
| 84 | ALPS ETF TR | 7,972 | 332,000 | 0.27% | ||
| 85 | ISHARES TR | 5,702 | 329,000 | 0.27% | ||
| 86 | CISCO SYS INC | 10,398 | 314,000 | 0.26% | ||
| 87 | ALIBABA GROUP HLDG LTD | 3,572 | 314,000 | 0.26% | ||
| 88 | GOLDMAN SACHS GROUP INC | 1,260 | 302,000 | 0.25% | ||
| 89 | GILEAD SCIENCES INC | 4,184 | 300,000 | 0.24% | ||
| 90 | ISHARES TR | 3,652 | 300,000 | 0.24% | ||
| 91 | SELECT SECTOR SPDR TR | 6,052 | 293,000 | 0.24% | ||
| 92 | SYSCO CORP | 5,221 | 289,000 | 0.24% | ||
| 93 | BERKSHIRE HATHAWAY INC DEL | 1,739 | 283,000 | 0.23% | ||
| 94 | POWERSHARES ETF TRUST | 10,658 | 277,000 | 0.23% | ||
| 95 | SCHWAB US TIPS ETF | 4,956 | 271,000 | 0.22% | ||
| 96 | SELECT SECTOR SPDR TR | 3,496 | 263,000 | 0.21% | ||
| 97 | VANGUARD WHITEHALL FDS INC | 3,303 | 256,000 | 0.21% | ||
| 98 | FORD MTR CO DEL | 21,062 | 255,000 | 0.21% | ||
| 99 | MEDTRONIC PLC | 3,544 | 252,000 | 0.21% | ||
| 100 | Fidelity Total Bd ETF | 4,939 | 246,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000819864-18-000012, filed 2018.03.14).
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.
