| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | BANK AMER CORP | 33,951 | 451,000 | 0.07% | SH | |
| 52 | SCHWAB U.S. LARGE-CAP VALUE ETF | 9,700 | 434,000 | 0.07% | SH | |
| 53 | INTERNATIONAL BUSINESS MACHS | 2,673 | 406,000 | 0.07% | SH | |
| 54 | BRISTOL MYERS SQUIBB CO | 5,121 | 377,000 | 0.06% | SH | |
| 55 | PFIZER INC | 10,402 | 366,000 | 0.06% | SH | |
| 56 | ABBOTT LABS | 8,763 | 344,000 | 0.06% | SH | |
| 57 | AT&T INC | 7,612 | 329,000 | 0.05% | SH | |
| 58 | UNITED TECHNOLOGIES CORP | 3,146 | 323,000 | 0.05% | SH | |
| 59 | OCEANEERING INTL INC | 9,825 | 293,000 | 0.05% | SH | |
| 60 | SCHWAB INTERNATIONAL EQUITY ETF | 10,000 | 271,000 | 0.04% | SH | |
| 61 | SCHWAB US TIPS ETF | 4,400 | 249,000 | 0.04% | SH | |
| 62 | CYPRESS SEMICONDUCTOR CORP | 23,273 | 246,000 | 0.04% | SH | |
| 63 | NEWELL BRANDS | 4,875 | 237,000 | 0.04% | SH | |
| 64 | ROYAL DUTCH SHELL PLC | 4,250 | 235,000 | 0.04% | SH | |
| 65 | ALTRIA GROUP INC | 3,065 | 211,000 | 0.03% | SH | |
| 66 | CHAPEAU INC. | 12,500 | 0 | 0.00% | SH |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000926834-16-000009, filed 2016.07.13).
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.
