| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | SPDR DOW JONES REIT ETF | 2,500 | 229,000 | 0.10% | ||
| 102 | CARDINAL FINL CORP COM | 10,000 | 227,000 | 0.10% | ||
| 103 | VANGUARD INDEX FDS | 1,850 | 225,000 | 0.10% | ||
| 104 | COSTCO WHSL CORP NEW | 1,360 | 220,000 | 0.09% | ||
| 105 | VANGUARD WORLD FD | 2,900 | 202,000 | 0.09% | ||
| 106 | NABORS INDUSTRIES LTD | 10,000 | 85,000 | 0.04% | ||
| 107 | VASO CORPORATION | 375,500 | 74,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001132708-16-000006, filed 2016.02.04).
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.
