| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | BERKSHIRE HATHAWAY INC DEL | 4,250 | 614,000 | 0.01% | ||
| 302 | HUB GROUP INC CL A | 15,032 | 612,000 | 0.01% | ||
| 303 | MERCK & CO INC | 9,649 | 602,000 | 0.01% | ||
| 304 | ISHARES TR | 7,735 | 594,000 | 0.01% | ||
| 305 | JPMORGAN CHASE & CO | 8,860 | 590,000 | 0.01% | ||
| 306 | HERSHEY CO | 5,600 | 535,000 | 0.01% | ||
| 307 | SYNGENTA AG | 6,030 | 528,000 | 0.01% | ||
| 308 | HEARTLAND EXPRESS INC COM | 26,081 | 493,000 | 0.01% | ||
| 309 | FRANKLIN RESOURCES INC | 13,770 | 490,000 | 0.01% | ||
| 310 | ISHARES | 8,489 | 459,000 | 0.01% | ||
| 311 | SYSCO CORP | 9,200 | 451,000 | 0.01% | ||
| 312 | COCA COLA CO | 10,520 | 445,000 | 0.01% | ||
| 313 | ISHARES TR | 3,550 | 437,000 | 0.01% | ||
| 314 | VULCAN MATLS CO | 3,600 | 409,000 | 0.01% | ||
| 315 | ISHARES RUSSELL 2000 GROWTH ETF | 2,733 | 407,000 | 0.01% | ||
| 316 | INTERNATIONAL BUSINESS MACHS | 2,494 | 396,000 | 0.00% | ||
| 317 | KAYNE ANDERSON ENRGY TTL RT FD | 33,134 | 389,000 | 0.00% | ||
| 318 | ISHARES TR | 3,174 | 372,000 | 0.00% | ||
| 319 | DOVER CORP | 5,000 | 368,000 | 0.00% | ||
| 320 | ABBVIE INC | 5,788 | 365,000 | 0.00% | ||
| 321 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 4,061 | 354,000 | 0.00% | ||
| 322 | BLACKROCK CALIF MUN INCOME T | 20,574 | 340,000 | 0.00% | ||
| 323 | ISHARES GOLD TRUST | 23,450 | 298,000 | 0.00% | ||
| 324 | WELLS FARGO & CO NEW | 6,274 | 278,000 | 0.00% | ||
| 325 | ISHARES TR | 3,127 | 268,000 | 0.00% | ||
| 326 | ISHARES TR | 6,258 | 266,000 | 0.00% | ||
| 327 | ISHARES RUSSELL 2000 VALUE ETF | 2,287 | 240,000 | 0.00% | ||
| 328 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 2,123 | 236,000 | 0.00% | ||
| 329 | ISHARES TR | 2,763 | 225,000 | 0.00% | ||
| 330 | BLACKROCK MUNIYIELD QUALITY | 12,000 | 183,000 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-085582, filed 2016.11.09).
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.
