| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | SCHWAB U.S. MID-CAP ETF | 5,735 | 259,000 | 0.01% | ||
| 152 | SPDR S&P 500 ETF TR | 1,135 | 254,000 | 0.01% | ||
| 153 | AMGEN INC | 1,710 | 250,000 | 0.01% | ||
| 154 | CBRE GROUP INC | 7,900 | 249,000 | 0.01% | ||
| 155 | PFIZER INC | 7,265 | 236,000 | 0.01% | ||
| 156 | TESORO CORP | 2,575 | 225,000 | 0.01% | ||
| 157 | VCA INCORPORATED | 3,270 | 224,000 | 0.01% | ||
| 158 | CHEESECAKE FACTORY INC | 3,660 | 219,000 | 0.01% | ||
| 159 | SELECT SECTOR SPDR TR | 2,750 | 207,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-003880, filed 2017.02.01).
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.
