| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | WELLS FARGO & CO NEW | 160,817 | 7,611,000 | 1.50% | ||
| 52 | COCA COLA CO | 168,748 | 7,649,000 | 1.51% | ||
| 53 | PFIZER INC | 219,708 | 7,736,000 | 1.53% | ||
| 54 | SELECT SECTOR SPDR TR | 114,258 | 7,797,000 | 1.54% | ||
| 55 | GENERAL MLS INC | 112,877 | 8,050,000 | 1.59% | ||
| 56 | JPMORGAN CHASE & CO | 136,613 | 8,489,000 | 1.68% | ||
| 57 | PROCTER AND GAMBLE CO | 100,347 | 8,496,000 | 1.68% | ||
| 58 | MICROSOFT CORP | 186,068 | 9,521,000 | 1.88% | ||
| 59 | APPLE INC | 103,037 | 9,850,000 | 1.95% | ||
| 60 | ISHARES TR | 287,715 | 11,476,000 | 2.27% | ||
| 61 | JOHNSON & JOHNSON | 94,956 | 11,518,000 | 2.28% | ||
| 62 | UNITEDHEALTH GROUP INC | 84,307 | 11,904,000 | 2.35% | ||
| 63 | GENERAL ELECTRIC CO | 413,560 | 13,019,000 | 2.57% | ||
| 64 | Util Slct Sector SPDR Fund | 271,703 | 14,256,000 | 2.82% | ||
| 65 | SPDR S&P MIDCAP 400 ETF TR | 60,461 | 16,459,000 | 3.25% | ||
| 66 | ISHARES TR | 550,028 | 18,899,000 | 3.73% | ||
| 67 | ISHARES TRUST S&P 100 ETF | 235,362 | 21,865,000 | 4.32% | ||
| 68 | ISHARES TR | 602,979 | 33,658,000 | 6.65% | ||
| 69 | SPDR S&P 500 Fund | 282,582 | 59,194,000 | 11.69% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-073399, filed 2016.07.26).
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.
