| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | HERSHEY CO | 3,606 | 322,000 | 0.42% | ||
| 52 | ISHARES TR | 5,201 | 305,000 | 0.40% | ||
| 53 | VANGUARD INDEX FDS | 3,732 | 298,000 | 0.39% | ||
| 54 | MORGAN STANLEY EMER MKTS DEB | 33,929 | 291,000 | 0.38% | ||
| 55 | MORGAN STANLEY | 9,147 | 291,000 | 0.38% | ||
| 56 | NEXTERA ENERGY INC | 2,684 | 279,000 | 0.36% | ||
| 57 | ALPS ETF TR | 22,706 | 274,000 | 0.36% | ||
| 58 | RAYTHEON CO | 2,200 | 274,000 | 0.36% | ||
| 59 | VANGUARD INTL EQUITY INDEX F | 8,350 | 273,000 | 0.36% | ||
| 60 | KIMBERLY CLARK CORP | 1,993 | 254,000 | 0.33% | ||
| 61 | ENTERPRISE PRODS PARTNERS L | 9,330 | 239,000 | 0.31% | ||
| 62 | VISA INC | 3,040 | 236,000 | 0.31% | ||
| 63 | BIOGEN INC | 725 | 222,000 | 0.29% | ||
| 64 | ROSS STORES INC | 4,100 | 221,000 | 0.29% | ||
| 65 | AG MTG INVT TR INC | 13,985 | 180,000 | 0.23% | ||
| 66 | CATALYST PHARMACEUTICALS INC | 42,000 | 103,000 | 0.13% | ||
| 67 | BLACKROCK ENHANCED EQT DIV T | 10,358 | 79,000 | 0.10% | ||
| 68 | PUTNAM PREMIER INCOME TR | 10,274 | 51,000 | 0.07% | ||
| 69 | PROSPECT CAPITAL CORPORATION | 48,000 | 48,000 | 0.06% | PRN |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-049049, filed 2016.01.29).
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.
