| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | ISHARES TR | 31,435 | 3,299,000 | 1.95% | ||
| 302 | ALPS ETF TR | 264,185 | 3,329,000 | 1.96% | ||
| 303 | WELLS FARGO & CO NEW | 110,473 | 6,088,000 | 3.59% | ||
| 304 | VANGUARD INDEX FDS | 85,850 | 9,900,000 | 5.84% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-20-002491, filed 2020.02.10).
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.