| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | TEXAS INSTRS INC | 4,118 | 300,000 | 0.06% | ||
| 152 | BERKSHIRE HATHAWAY INC DEL | 1,813 | 295,000 | 0.06% | ||
| 153 | VANGUARD INTERMDIATE TAX EXEMPT ADMIRAL | 20,447 | 284,000 | 0.06% | ||
| 154 | UBS AG JERSEY BRH | 12,369 | 281,000 | 0.06% | ||
| 155 | VANECK VECTORS ETF TR | 9,374 | 278,000 | 0.06% | ||
| 156 | Vanguard Mid Cap Index | 7,653 | 275,000 | 0.06% | ||
| 157 | SHERWIN WILLIAMS CO | 1,000 | 269,000 | 0.05% | ||
| 158 | Guggenheim BulletShares 2025 C | 12,499 | 252,000 | 0.05% | ||
| 159 | PUTNAM MUN OPPORTUNITIES TR | 21,000 | 251,000 | 0.05% | ||
| 160 | VANGUARD INDEX TRUST | 4,359 | 250,000 | 0.05% | ||
| 161 | MCDONALDS CORP | 1,892 | 230,000 | 0.05% | ||
| 162 | Select Sector SPDR Tr Real Est | 7,209 | 222,000 | 0.04% | ||
| 163 | NIKE INC | 4,254 | 216,000 | 0.04% | ||
| 164 | UNITED TECHNOLOGIES CORP | 1,953 | 214,000 | 0.04% | ||
| 165 | VANGUARD INDEX TRUST SMALL CAP | 3,411 | 211,000 | 0.04% | ||
| 166 | VANGUARD INDEX FDS | 1,606 | 207,000 | 0.04% | ||
| 167 | CLAYMORE EXCHANGE TRD FD TR | 8,350 | 202,000 | 0.04% | ||
| 168 | NUVEEN S&P 500 BUY-WRITE INC | 11,886 | 151,000 | 0.03% | ||
| 169 | ANNALY CAP MGMT INC | 12,245 | 122,000 | 0.02% | ||
| 170 | Wells Fargo Wisconsin Tax-Free | 10,680 | 114,000 | 0.02% | ||
| 171 | T. Rowe Price Tax-Free Income | 11,054 | 111,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001138486-17-000001, filed 2017.02.15).
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.
