| # | % | |||||
|---|---|---|---|---|---|---|
| 201 | STAPLES INC | 10,610 | 91,000 | 0.01% | ||
| 202 | ISHARES RUSSELL 2000 GROWTH ETF | 609 | 91,000 | 0.01% | ||
| 203 | AT&T INC | 1,975 | 80,000 | 0.01% | ||
| 204 | ISHARES TR | 1,316 | 61,000 | 0.00% | ||
| 205 | CISCO SYS INC | 1,888 | 60,000 | 0.00% | ||
| 206 | VANGUARD WORLD FD | 522 | 51,000 | 0.00% | ||
| 207 | RAIT FINANCIAL TRUST | 14,534 | 49,000 | 0.00% | ||
| 208 | ISHARES TR | 1,184 | 46,000 | 0.00% | ||
| 209 | Anthem Inc | 865 | 38,000 | 0.00% | ||
| 210 | MEDTRONIC PLC | 372 | 32,000 | 0.00% | ||
| 211 | BANCO BILBAO VIZCAYA ARGENTA | 4,637 | 27,000 | 0.00% | ||
| 212 | CORE LABS | 188 | 21,000 | 0.00% | ||
| 213 | SELECT SECTOR SPDR FUND SHS BE | 240 | 19,000 | 0.00% | ||
| 214 | AMERICAN TOWER CORP NEW | 177 | 19,000 | 0.00% | ||
| 215 | ISHARES TR | 190 | 19,000 | 0.00% | ||
| 216 | EXPRESS SCRIPTS HLDG CO | 266 | 19,000 | 0.00% | ||
| 217 | COSTCO WHSL CORP NEW | 71 | 11,000 | 0.00% | ||
| 218 | COMCAST CORP NEW | 87 | 6,000 | 0.00% | ||
| 219 | ISHARES TR | 46 | 6,000 | 0.00% | ||
| 220 | MERCK & CO INC | 95 | 6,000 | 0.00% | ||
| 221 | CONOCOPHILLIPS | 99 | 4,000 | 0.00% | ||
| 222 | BANCO SANTANDER SA | 800 | 4,000 | 0.00% | ||
| 223 | GLAXOSMITHKLINE PLC | 93 | 4,000 | 0.00% | ||
| 224 | SPDR SERIES TRUST PRTFLO S&P500 GW ETF | 36 | 4,000 | 0.00% | ||
| 225 | ISHARES TR | 42 | 4,000 | 0.00% | ||
| 226 | SPDR S&P 600 SMALL CAP VALUE ETF | 15 | 2,000 | 0.00% | ||
| 227 | SPDR S&P 600 SMALL CAP GROWTH ETF | 13 | 2,000 | 0.00% | ||
| 228 | SPDR SERIES TRUST | 24 | 2,000 | 0.00% | ||
| 229 | VANGUARD WORLD FDS | 16 | 1,000 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004080, filed 2016.11.01).
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.