| # | % | |||||
|---|---|---|---|---|---|---|
| 301 | ISHARES TR | 65,780 | 5,347,000 | 0.93% | ||
| 302 | UNITED TECHNOLOGIES CORP | 53,575 | 5,443,000 | 0.94% | ||
| 303 | COCA COLA CO | 129,564 | 5,483,000 | 0.95% | ||
| 304 | EMERSON ELEC CO | 103,699 | 5,653,000 | 0.98% | ||
| 305 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 103,406 | 5,737,000 | 0.99% | ||
| 306 | NOVARTIS A G | 75,763 | 5,983,000 | 1.04% | ||
| 307 | WELLS FARGO & CO NEW | 135,369 | 5,994,000 | 1.04% | ||
| 308 | BLACKROCK INC | 17,971 | 6,514,000 | 1.13% | ||
| 309 | VISA INC | 84,628 | 6,999,000 | 1.21% | ||
| 310 | ISHARES TR | 47,264 | 7,312,000 | 1.27% | ||
| 311 | PFIZER INC | 217,773 | 7,375,000 | 1.28% | ||
| 312 | ISHARES TR | 111,900 | 7,569,000 | 1.31% | ||
| 313 | PEPSICO INC | 75,451 | 8,207,000 | 1.42% | ||
| 314 | WISDOMTREE TR | 90,623 | 8,236,000 | 1.43% | ||
| 315 | PROCTER AND GAMBLE CO | 91,834 | 8,242,000 | 1.43% | ||
| 316 | JOHNSON & JOHNSON | 71,115 | 8,401,000 | 1.46% | ||
| 317 | SCHWAB US DIVIDEND EQUITY ETF | 202,730 | 8,577,000 | 1.49% | ||
| 318 | GENERAL ELECTRIC CO | 328,444 | 9,729,000 | 1.69% | ||
| 319 | ISHARES TR | 88,929 | 11,040,000 | 1.91% | ||
| 320 | ALPS ETF TR | 277,552 | 11,538,000 | 2.00% | ||
| 321 | SCHWAB U.S. MID-CAP ETF | 335,757 | 14,611,000 | 2.53% | ||
| 322 | SPDR SER TR | 182,605 | 15,405,000 | 2.67% | ||
| 323 | VANGUARD SPECIALIZED FUNDS | 321,427 | 26,978,000 | 4.68% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004650, filed 2016.11.07).
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.
