| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | MFA FINANCIAL INC COM | 45,200 | 338,000 | 0.05% | ||
| 52 | VANGUARD INDEX FDS | 3,515 | 349,000 | 0.05% | ||
| 53 | ISHARES TR | 6,752 | 353,000 | 0.05% | ||
| 54 | STRYKER CORP | 3,131 | 364,000 | 0.05% | ||
| 55 | CELGENE CORP | 3,543 | 370,000 | 0.05% | ||
| 56 | BRISTOL MYERS SQUIBB CO | 7,075 | 381,000 | 0.05% | ||
| 57 | DOW CHEM CO | 7,343 | 381,000 | 0.05% | ||
| 58 | AMERICAN ELEC PWR INC | 6,169 | 396,000 | 0.06% | ||
| 59 | BROADCOM LTD | 2,342 | 404,000 | 0.06% | ||
| 60 | PHILLIPS 66 | 5,251 | 423,000 | 0.06% | ||
| 61 | SCHWAB STRATEGIC TRUST SCHWAB FUNDAMENTAL US | 13,731 | 427,000 | 0.06% | ||
| 62 | IShares TR | 4,875 | 428,000 | 0.06% | ||
| 63 | ISHARES TR | 3,583 | 436,000 | 0.06% | ||
| 64 | ISHARES TR | 4,199 | 443,000 | 0.06% | ||
| 65 | GENERAL DYNAMICS CORP | 2,861 | 444,000 | 0.06% | ||
| 66 | UNION PAC CORP | 4,672 | 456,000 | 0.06% | ||
| 67 | HOME DEPOT INC | 3,553 | 457,000 | 0.06% | ||
| 68 | SELECT SECTOR SPDR TR | 9,503 | 466,000 | 0.06% | ||
| 69 | KIMBERLY CLARK CORP | 3,805 | 480,000 | 0.07% | ||
| 70 | NUVEEN TAX ADVANTAGED DIVID | 33,517 | 498,000 | 0.07% | ||
| 71 | MONDELEZ INTL INC | 11,419 | 501,000 | 0.07% | ||
| 72 | HONEYWELL INTL INC | 4,433 | 517,000 | 0.07% | ||
| 73 | AMGEN INC | 3,113 | 519,000 | 0.07% | ||
| 74 | DU PONT E I DE NEMOURS & CO | 7,744 | 519,000 | 0.07% | ||
| 75 | CVS HEALTH CORP | 5,993 | 533,000 | 0.07% | ||
| 76 | LOWES COS INC | 7,529 | 544,000 | 0.08% | ||
| 77 | CLOROX CO DEL | 4,366 | 547,000 | 0.08% | ||
| 78 | ALPHABET INC | 727 | 565,000 | 0.08% | ||
| 79 | ISHARES TR | 7,227 | 571,000 | 0.08% | ||
| 80 | MCDONALDS CORP | 5,126 | 591,000 | 0.08% | ||
| 81 | ISHARES TR | 5,262 | 593,000 | 0.08% | ||
| 82 | BOEING CO | 4,527 | 596,000 | 0.08% | ||
| 83 | AMAZON COM INC | 724 | 606,000 | 0.08% | ||
| 84 | Tortoise Egy Infrastruct | 20,690 | 636,000 | 0.09% | ||
| 85 | SCHWAB INTERNATIONAL EQUITY ETF | 22,473 | 647,000 | 0.09% | ||
| 86 | BP PLC | 18,509 | 651,000 | 0.09% | ||
| 87 | BANK AMER CORP | 43,150 | 675,000 | 0.09% | ||
| 88 | VANGUARD BD INDEX FDS | 8,213 | 691,000 | 0.10% | ||
| 89 | HORMEL FOODS CORP | 18,347 | 696,000 | 0.10% | ||
| 90 | ORACLE CORP | 17,906 | 703,000 | 0.10% | ||
| 91 | ISHARES TR | 18,973 | 711,000 | 0.10% | ||
| 92 | VISA INC | 8,656 | 716,000 | 0.10% | ||
| 93 | UNITEDHEALTH GROUP INC | 5,215 | 730,000 | 0.10% | ||
| 94 | ISHARES TR | 5,944 | 738,000 | 0.10% | ||
| 95 | YUM BRANDS INC | 8,217 | 746,000 | 0.10% | ||
| 96 | COMCAST CORP NEW | 11,314 | 751,000 | 0.10% | ||
| 97 | TC PIPELINES LP | 13,200 | 753,000 | 0.10% | ||
| 98 | FACEBOOK INC | 6,195 | 795,000 | 0.11% | ||
| 99 | ISHARES U.S. UTILITIES ETF | 6,548 | 803,000 | 0.11% | ||
| 100 | SPDR S&P 500 ETF TR | 3,714 | 803,000 | 0.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004513, filed 2016.10.18).
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.
