| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB SHORT-TERM US TREASURY ETF | 1,012,721 | 51,102,000 | 6.56% | ||
| 2 | VANGUARD BD INDEX FDS | 289,813 | 23,104,000 | 2.97% | ||
| 3 | VANGUARD INDEX FDS | 124,797 | 17,377,000 | 2.23% | ||
| 4 | MID AMER APT CMNTYS INC | 146,877 | 14,943,000 | 1.92% | ||
| 5 | VANGUARD INDEX FDS | 136,655 | 14,771,000 | 1.90% | ||
| 6 | ISHARES TR | 85,655 | 14,666,000 | 1.88% | ||
| 7 | APPLE INC | 98,695 | 14,179,000 | 1.82% | ||
| 8 | SCHWAB U.S. LARGE-CAP ETF | 225,240 | 12,674,000 | 1.63% | ||
| 9 | VANGUARD INDEX FDS | 93,087 | 12,407,000 | 1.59% | ||
| 10 | VANGUARD WORLD FD | 153,604 | 12,388,000 | 1.59% | ||
| 11 | TORCHMARK CORP COM | 133,637 | 10,295,000 | 1.32% | ||
| 12 | SOUTHERN CO | 192,645 | 9,590,000 | 1.23% | ||
| 13 | VULCAN MATLS CO | 76,841 | 9,258,000 | 1.19% | ||
| 14 | VANGUARD BD INDEX FDS | 114,109 | 9,252,000 | 1.19% | ||
| 15 | VANGUARD WORLD FD | 134,202 | 9,197,000 | 1.18% | ||
| 16 | SPDR S&P 500 ETF TR | 34,298 | 8,085,000 | 1.04% | ||
| 17 | DISNEY WALT CO | 69,207 | 7,847,000 | 1.01% | ||
| 18 | SCHWAB U.S. MID-CAP ETF | 162,052 | 7,670,000 | 0.98% | ||
| 19 | HOME DEPOT INC | 51,499 | 7,562,000 | 0.97% | ||
| 20 | MAGELLAN MIDSTREAM PRTNRS LP | 97,588 | 7,505,000 | 0.96% | ||
| 21 | PROCTER AND GAMBLE CO | 80,889 | 7,268,000 | 0.93% | ||
| 22 | ISHARES TR | 82,924 | 7,009,000 | 0.90% | ||
| 23 | VANGUARD TAX-MANAGED FDS | 161,571 | 6,350,000 | 0.82% | ||
| 24 | LOCKHEED MARTIN CORP | 23,645 | 6,327,000 | 0.81% | ||
| 25 | JPMORGAN CHASE & CO | 71,632 | 6,292,000 | 0.81% | ||
| 26 | EXXON MOBIL CORP | 76,443 | 6,269,000 | 0.80% | ||
| 27 | AT&T INC | 148,034 | 6,151,000 | 0.79% | ||
| 28 | VANGUARD INDEX FDS | 28,158 | 6,092,000 | 0.78% | ||
| 29 | VISA INC | 67,959 | 6,040,000 | 0.78% | ||
| 30 | JPMORGAN CHASE & CO | 185,494 | 5,991,000 | 0.77% | ||
| 31 | MICROSOFT CORP | 89,492 | 5,894,000 | 0.76% | ||
| 32 | CHEVRON CORP NEW | 52,810 | 5,670,000 | 0.73% | ||
| 33 | COLGATE PALMOLIVE CO | 77,370 | 5,663,000 | 0.73% | ||
| 34 | TOTAL SYS SVCS INC | 105,169 | 5,622,000 | 0.72% | ||
| 35 | JOHNSON & JOHNSON | 42,342 | 5,274,000 | 0.68% | ||
| 36 | NVIDIA CORPORATION | 48,250 | 5,256,000 | 0.67% | ||
| 37 | VANGUARD STAR FDS | 103,473 | 5,141,000 | 0.66% | ||
| 38 | DUKE ENERGY CORP NEW | 61,307 | 5,028,000 | 0.65% | ||
| 39 | MCDONALDS CORP | 38,719 | 5,018,000 | 0.64% | ||
| 40 | HONEYWELL INTL INC | 39,691 | 4,956,000 | 0.64% | ||
| 41 | MERCK & CO INC | 74,490 | 4,733,000 | 0.61% | ||
| 42 | VANGUARD INDEX FDS | 57,299 | 4,732,000 | 0.61% | ||
| 43 | PFIZER INC | 136,313 | 4,663,000 | 0.60% | ||
| 44 | NIKE INC | 82,762 | 4,612,000 | 0.59% | ||
| 45 | ENBRIDGE INC | 110,171 | 4,610,000 | 0.59% | ||
| 46 | ALBEMARLE CORP | 43,599 | 4,606,000 | 0.59% | ||
| 47 | SCHWAB US AGGREGATE BOND ETF | 88,749 | 4,596,000 | 0.59% | ||
| 48 | AFLAC INC | 62,831 | 4,550,000 | 0.58% | ||
| 49 | ENTERPRISE PRODS PARTNERS L | 162,618 | 4,490,000 | 0.58% | ||
| 50 | ABBVIE INC | 68,831 | 4,485,000 | 0.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000924181-17-000004, filed 2017.04.26).
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.
