| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | VANGUARD SPECIALIZED FUNDS | 5,925 | 485,000 | 0.08% | SH | |
| 52 | BANK AMER CORP | 33,951 | 475,000 | 0.08% | SH | |
| 53 | ABBVIE INC | 7,286 | 434,000 | 0.07% | SH | |
| 54 | SCHWAB U.S. LARGE-CAP VALUE ETF | 9,700 | 424,000 | 0.07% | SH | |
| 55 | INTERNATIONAL BUSINESS MACHS | 2,676 | 406,000 | 0.07% | SH | |
| 56 | ABBOTT LABS | 8,863 | 385,000 | 0.06% | SH | |
| 57 | OCEANEERING INTL INC | 9,825 | 319,000 | 0.05% | SH | |
| 58 | COCA COLA CO | 6,920 | 319,000 | 0.05% | SH | |
| 59 | SCHWAB INTERNATIONAL EQUITY ETF | 10,000 | 276,000 | 0.04% | SH | |
| 60 | SCHWAB US TIPS ETF | 4,400 | 243,000 | 0.04% | SH | |
| 61 | ROYAL DUTCH SHELL PLC | 4,250 | 220,000 | 0.04% | SH | |
| 62 | DUKE ENERGY CORP NEW | 2,676 | 214,000 | 0.03% | SH | |
| 63 | CYPRESS SEMICONDUCTOR CORP | 22,473 | 187,000 | 0.03% | SH | |
| 64 | STRATEX OIL & GAS | 26,000 | 0 | 0.00% | SH | |
| 65 | SIBLING ENTERTAINMENT | 50,000 | 0 | 0.00% | SH | |
| 66 | CHAPEAU INC. | 12,500 | 0 | 0.00% | SH |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000926834-16-000008, filed 2016.04.18).
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.
