| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | iShares MSCI Israel Capped Fund | 8,750 | 410,000 | 0.07% | ||
| 102 | JPMorgan Chase & Co | 6,388 | 397,000 | 0.07% | ||
| 103 | ISHARES TR | 6,945 | 391,000 | 0.06% | ||
| 104 | VANGUARD INDEX FDS | 4,603 | 391,000 | 0.06% | ||
| 105 | PROCTER AND GAMBLE CO | 4,474 | 379,000 | 0.06% | ||
| 106 | ISHARES TR | 3,239 | 367,000 | 0.06% | ||
| 107 | VERIZON COMMUNICATIONS | 6,264 | 350,000 | 0.06% | ||
| 108 | VANGUARD INDEX FDS | 2,802 | 346,000 | 0.06% | ||
| 109 | TJX COS INC NEW | 4,372 | 338,000 | 0.06% | ||
| 110 | AMAZON COM INC | 464 | 332,000 | 0.05% | ||
| 111 | MICROSOFT CORP | 6,204 | 317,000 | 0.05% | ||
| 112 | ALPHABET INC | 458 | 317,000 | 0.05% | ||
| 113 | CHEVRON CORP NEW | 2,939 | 308,000 | 0.05% | ||
| 114 | ISHARES TR | 2,906 | 300,000 | 0.05% | ||
| 115 | MERCURY SYS INC COM | 12,000 | 298,000 | 0.05% | ||
| 116 | 3M CO | 1,698 | 297,000 | 0.05% | ||
| 117 | SCHWAB US DIVIDEND EQUITY ETF | 7,093 | 294,000 | 0.05% | ||
| 118 | WELLS FARGO & CO NEW | 5,782 | 274,000 | 0.04% | ||
| 119 | SELECT SECTOR SPDR TR | 3,455 | 270,000 | 0.04% | ||
| 120 | INTEL CORP | 8,070 | 265,000 | 0.04% | ||
| 121 | PHILLIPS 66 PARTNERS LP | 4,700 | 263,000 | 0.04% | ||
| 122 | EDGEWATER TECHNOLOGY INC | 29,822 | 258,000 | 0.04% | ||
| 123 | ABBVIE INC | 3,983 | 247,000 | 0.04% | ||
| 124 | EMERSON ELEC CO | 4,600 | 240,000 | 0.04% | ||
| 125 | VANGUARD BD INDEX FDS | 2,688 | 237,000 | 0.04% | ||
| 126 | ABIOMED INC | 2,150 | 235,000 | 0.04% | ||
| 127 | MORGAN STANLEY | 9,027 | 234,000 | 0.04% | ||
| 128 | SPDR DOW JONES INDL AVRG ETF | 1,285 | 230,000 | 0.04% | ||
| 129 | DISNEY WALT CO | 2,326 | 227,000 | 0.04% | ||
| 130 | BERKSHIRE HATHAWAY INC DEL | 1 | 217,000 | 0.04% | ||
| 131 | COSTCO WHSL CORP NEW | 1,379 | 217,000 | 0.04% | ||
| 132 | SOUTHERN CO | 4,000 | 214,000 | 0.04% | ||
| 133 | ETFS GOLD TR | 1,625 | 209,000 | 0.03% | ||
| 134 | ISHARES TR | 2,046 | 207,000 | 0.03% | ||
| 135 | ISHARES TR | 2,375 | 203,000 | 0.03% | ||
| 136 | TEAM HEALTH HOLDINGS INCORPORATED | 5,000 | 203,000 | 0.03% | ||
| 137 | KKR & CO LP COMMON UNITS | 10,000 | 123,000 | 0.02% | ||
| 138 | MFS MUN INCOME TR | 10,747 | 81,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001352764-16-000019, filed 2016.08.10).
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.
